Email (Advanced): Shortcode Modes
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Shortcodes, or dynamic data, are codes that actual text automatically replaces. For example, they are used in email for a recipient’s name, an account name or the date. They are especially helpful in email templates or when sending email in bulk. When you apply shortcodes, you choose one of two modes. Here, we show you how it works.
Selecting the Shortcode Mode
When using shortcodes in emails, you’ll need to select either the Account shortcodes or Contact shortcodes mode:
- When the Account shortcodes mode is chosen, you select accounts as the recipients, and you can apply account name and custom account field shortcodes.
- When the Contact shortcodes mode is chosen, you select contacts as the recipients, and you can apply both account and contact shortcodes, including ones based on custom fields.
Date shortcodes are available in both modes.
To select the shortcode mode:
- When creating or editing an email template: Select the shortcode mode in the Mode section.
- When sending an email in bulk: In the New email window, click Contact shortcodes, then select the shortcode mode from the drop-down.
Account Shortcodes Mode
When you choose the Account shortcodes mode while creating an email template or sending an email in bulk, you select accounts as the recipients of the email. The email will be sent to all contacts linked to the account who have Notify toggled on.
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.
When you choose the Contact shortcodes mode when creating an email template or sending an email in bulk, you select contacts as the recipients: The email is sent to the selected contacts only.
You also need to use this mode when you want to use contact shortcodes in your emails; for example, first name, email address, phone number or any custom contact field you've created. For more details about contact shortcodes, go here.
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.