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Placeholders in emails, quote templates, invoices etc.

As of v2.90+ of Jetpack CRM we’ve added a more comprehensive placeholder replacement engine, and soon you’ll be able to use these placeholders pretty much everywhere within Jetpack CRM.

Contact Field Placeholders

For now, you can use the following format for placeholders, which also applies to all custom fields:

##CONTACT-FULLNAME##
… and for any contact field, the format remains:

##CONTACT-FIELDNAME##, for example:
##CONTACT-FNAME##
##CONTACT-LNAME##
##CONTACT-ADDR1##
##CONTACT-ADDR2##
##CONTACT-CITY##
##CONTACT-COUNTRY##
##CONTACT-POSTCODE##
##CONTACT-SECADDR_ADDR1##
##CONTACT-SECADDR_ADDR2##
##CONTACT-SECADDR_CITY##
##CONTACT-SECADDR_COUNTRY##
##CONTACT-SECADDR_POSTCODE##
##CONTACT-HOMETEL##
##CONTACT-WORKTEL##
##CONTACT-MOBTEL##

Quote Template Placeholders

From v3.0 of Jetpack CRM onwards you can also use placeholders in Quote Templates! These include a few basic placeholders for now, along with Quote Custom fields:

##CUSTOMERNAME##

##QUOTETITLE##

##QUOTEVALUE##

##QUOTEDATE##

##BIZNAME##

##BIZSTATE##

##QUOTE-CUSTOM-FIELD-SLUG##

The custom field slug is the box in green on the custom fields area. e.g. the next example would be entered as ##QUOTE-HEMISPHERE##

Updated on June 3, 2020

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