Insert useful data from the CRM into your communications with the Placeholders feature.
Throughout the CRM, you can use merge tags, also known as placeholders, which are replaced with contact data. For example, you could use the ##CONTACT-FNAME## placeholder to automatically insert a contact’s first name into an invoice or email.
Find the available placeholders in CRM
You can see all the available merge tags/placeholders by going to Jetpack CRM → System Assistant → Placeholder Map.
Alternatively, you can hover over your profile image at the top of the Jetpack CRM admin page and go to CRM Admin → System Assistant → Placeholder Map.
You can check the placeholders available from the tabs in the Placeholder Map. Upon expanding the tabs (via the black arrows), you can also see where specifically you can find and use the merge tags/placeholders.
For example, click on the arrow near “Company.” The page expands, showing a list of the placeholders available for the contacts, their aliases, and where specifically you can add these merge tags/placeholders—in this case, they can be applied to Invoices, Transactions, and Events.
Some areas have more placeholders available to use, such as Invoices and Quotes.
Invoice Placeholders
You have different options to consider when you need to create a custom field for invoicing purposes (for example, an invoice with an EU law compliance customization):
- Work on the templating function if you feel comfortable tinkering with PDF templates (PHP and HTML code).
- Edit the file at
invoices/invoice-pdf.htmlto change Invoice PDFs. You can use any Global placeholders or Invoice placeholders.
For invoicing purposes, the ##INVOICE-CREATED## placeholder will be an available merge tags/placeholder you can use once you have created it.
Quotes Merge Tags/Placeholders
You can use placeholders in quotes as well. Read here how to create quotes in CRM.
Similar to the Invoice placeholders, you have several merge tags/placeholders available that you can add to your quotes.
Please note that all custom fields work as expected, except for two:
- Quote checkboxes.
- Autonumber.
Custom date fields work the same as all other date merge tags/placeholders (except Quote Date). They are similar to, for example, the Quote Accepted placeholders.
This results in each Quote custom date field generating three placeholders:
- The Unix timestamp.
- The date time based on the site settings.
- The date strings based on the site settings.
A note about merge tags/placeholders and emails
Custom field merge tags/placeholders don’t display well in the preview and test emails when added to emails. When you send out the campaigns, the placeholders will appear as expected.
You can test it with your contact/email segment to ensure you use the placeholder with the custom name correctly.