Shortcode en correos electrónicos

When sending emails from TaxDome, you can either select accounts or specific contacts as recipients. Since selecting one of those modes also affect which shortcodes will be available for use, we call them shortcode modes. Here, we go into details of how it works.  

Selecciona el shortcode

When using shortcodes in emails, you’ll need to select either the Account shortcodes or Contact shortcodes mode:

• Cuando se elige el modo Cuenta shortcodes, se seleccionan las cuentas como destinatarios, y se puede aplicar el nombre de cuenta y el campo de cuenta personalizado shortcodes.  

• Cuando se elige el modo Contacto shortcodes, se seleccionan contactos o correos electrónicos específicos como destinatarios, y se pueden aplicar tanto a cuentas como a contactos. shortcodesincluidos los basados en campos personalizados. 

  Fecha shortcodes están disponibles en ambos modos.

  Para seleccionar el modo shortcode :

• Al crear o editar una plantilla de correo electrónico:Selecciona el shortcode en la sección Modo.

  

• When sending an email in bulk: In the New email window, click Contact shortcodes, then select the shortcode mode from the drop-down.

  

Cuenta shortcodes modo

When you choose the Account shortcodes mode while creating an email template or sending an email in bulk, TaxDome sends one email per account. All contacts linked to that account are automatically included as CC recipients on that single email, so everyone at the same account receives a shared email thread. The email can be found in the Clients > Accounts > Communication > Email section as a single thread.

Utiliza este modo cuando tu mensaje sea relevante para la cuenta en su conjunto y no para una persona concreta.

In this mode, you can use an account name and account custom fields as shortcodes in emails. For more details about account shortcodes, go here . 

Póngase en contacto con shortcodes

When you choose the Contact shortcodes mode while creating an email template or sending an email in bulk, TaxDome sends a separate, personalized email to each selected contact. No one is CC’d — each contact receives their own private email thread, which can be found in the Clients > Accounts > Communication > Email section.

Use this mode when your message needs to be personalized per recipient. In this mode, you can use contact shortcodes such as first name, last name, email address, phone number, or any custom contact field. Note that account shortcodes cannot be used in this mode. For more details about contact shortcodes, go here . 

Fecha shortcodes

When creating an email template or sending an email in bulk, you can use date shortcodes in both the Account shortcodes and Contact shortcodes modes.

For more details about date shortcodes, go here . 

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