Email Dynamic Placeholders

Hi, my use-case is, i want to send for example a billing statement to a customer and in an email template, i want to embed their portal link. The one in my mind is, copying the created customer portal link in the customer data thru custom field. How can i put that in the body of my email? So far i have been using some of variables; like, `{{recipient.code}}, {{recipient.name}}, {{recipient.address}}…

What do you mean by Dynamic Placeholders? It’s not a standard name used in Manager.

Why use a custom field if you can paste the URL directly?

I think email templates should support new merge tags like footers already do. I’m adding it to ideas.

3 Likes

Nice, thanks.

Nope, Email Template are templates and you can’t just paste URL of any customer there. Once the template is used, say for a sales invoice, the placeholders is will take over in filling up information pertaining to that invoice or customer.

sample

Why not? Just use if statements like, e.g.

{% if recipient.name == "Customer1" %}
P.D.: All documents can be viewed in your private customer portal, which is available <a href="http://192.168.1.20:49000/customer-portal?ogYPU2FtcGxlIGJ1c2luZXNzqgYSCSUHBHRRTDRDEYVsezHgAB-t">here</a>
{% endif %}
{% if recipient.name == "Customer2" %}
P.D.: All documents can be viewed in your private customer portal, which is available <a href="http://192.168.1.20:49000/customer-portal?ogYPU2FtcGxlIGJ1c2luZXNzqgYSCYdJ6OeCPyxDEa7ccQOkQ-Co">here</a>
{% endif %}

If i have 1,000+ customers?