Editing the Content of Site Emails & An Overview of Email Template Fields

Your site may need to send specific emails to your users on occasion - these are fully configurable, including with HTML.

To edit these, go to Admin > Accounts > Email templates.

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From here you can view and edit all the emails sent from the system:

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Email Template Field Descriptions

What are they?

Email template fields can be entered into specific email templates as placeholders for content. Available template fields for specific email templates will be listed at the top of each template.

🔔 Template fields speed up the personalisation of emails and allow you to send personalised emails to large cohorts of users.

What are the available fields?

[[SUBJECTDELIMINATOR]] - The line above this will be your email subject.
<ACCOUNTNAME/> Unique account name of account containing recipient
<COMPANYNAME/> Visible company name of account containing recipient
<USERNAME/> Username of user within context of the email
<PASSWORD/> Password of user within context of the email
<NAME/> Name of the user within context of the email
<EMAIL/> Email address of the user within context of the email
<PHONE/> Phone number of the user within context of the email
<JOBTITLE/> Job title of the user within context of the email
<COUNTRYCODE/> Country code of the user within context of the email
<APPROOT/> Root domain of the site
<TECHNOLOGYNAME/> Technology name of site i.e. Interactive Reports
<SEARCHRESULTS/> Search results returned for a specific saved search
<PUBLISHERNAME/> Name of publisher i.e. 123 Research
<SALESNAME/> Account Manager's name or 'Sales' if no Account Manager
<SALESPHONE/> Account Manager's phone number or default Sales phone number if no Account Manager
<SALESEMAIL/> Account Manager's email address or default Sales email address if no Account Manager
<CONTENT/> Content of email entered during bulk email
<SENDERUSERNAME/> Username for sender of email to recipient
<SENDERNAME/> Name for sender of recipients to email
<SENDEREMAIL/> Email address for sender of email to recipients
<SENDERACCOUNTNAME/> Account name for sender of email to recipients
<SENDERCOMPANY/> Company name for sender of email to recipients
<REPORTID/> Unique ID of report referenced in specific email
<REPORTCODE/> Report code of report referenced in specific email
<REPORTTITLE/> Title of report referenced in specific email
<SUBJECT/> Email subject entered in the Account Manager contact form
<MESSAGE/> Message of email entered in the Account Manager contact form
<RATING/> Rating of report referenced in specific email
<CONFIDENTIALITYNOTICE/> Notice applied to emails containing potentially sensitive data
<FREQUENCY/> Whether the email contains the daily or weekly update. Can be either "day" or "week" (only applicable for saved search alerts).
<OPTEDINTOMARKETING/> When registering, did the user opt into marketing or not?