FAQ & videos

Tip #

To hide a variable when its contents are empty, simply add a “?” before and after the %% (e.g. ?%%Mrs%%?).

Basic contact fields #

• Title: %%Mrs%%
• First Name: %%FirstName%%
• Last Name: %%Name%%
• Position: %%Title%%
• Company: %%Company%%
• Phone 1: %%Phone1%%
• Phone 2: %%Phone2%%
• Cell: %%Cell%%
• Fax: %%Fax%%
• Email Address: %%Email%%
• Preferred Language: %%Language%%
• List Name: %%List_Name%%
• Sales Rep 1: %%Sales_Rep%%
• Sales Rep 2: %%Sales_Rep2%%
• Address 1: %%Address1%%
• Address 2: %%Address2%%
• City: %%City%%
• Country: %%Country%%
• State / Province: %%State_Province%%
• Postal Code: %%ZIP_Postal_Code%%
• Internal ID: %%ExternalID%%

Contact custom fields #

• %%Contact_Custom_1%%
• %%Contact_Custom_2%%
• %%Contact_Custom_3%%
• …
• %%Contact_Custom_70%%

Contact list custom fields #

• %%Contact_Custom_Script_1%%
• %%Contact_Custom_Script_2%%
• %%Contact_Custom_Script_3%%
• …
• %%Contact_Custom_Script_70%%

Basic account fields #

• Company: %%Company%%
• Phone 1: %%Phone1%%
• Phone 2: %%Phone2%%
• Industry: %%Industry_Desc%%
• Address 1: %%Address1%%
• Address 2: %%Address2%%
• City: %%City%%
• Country: %%Country%%
• State / Province: %%State_Province%%
• Postal Code: %%ZIP_Postal_Code%%
• Website: %%Web_Site%%

Account custom fields #

• %%Account_Custom_1%%
• %%Account_Custom_2%%
• %%Account_Custom_3%%
• …
• %%Account_Custom_70%%

Current user fields #

These fields concern the user sending the email(s). They can also be used in email signatures.

• %%Agent_First_Name%%
• %%Agent_Last_Name%%
• %%Agent_Email%%
• %%Agent_Phone%%
• %%Agent_Extension%%

Company fields #

These fields are based on your company information in your CentrixOne account.

• %%SA_Name%%
• %%SA_Address1%%
• %%SA_Address2%%
• %%SA_City%%
• %%SA_State_Province%%
• %%SA_ZIP_Postal_Code%%

Special links #

• Access the online version of an email according to the contact’s language: %%OnLineVersion%%
• Access the French online version of an email: %%OnLineVersionFR%%
• Access the English online version of an email: %%OnLineVersionEN%%
• Access the Spanish online version of an email: %%OnLineVersionES%%
• Access the German online version of an email: %%OnLineVersionDE%%
• Access the standard unsubscribe page according to the contact’s language: %%Unsubscribe%%
• Go to a specific redirection page: %%Redirection::XXXX%%

Redirect pages are generated automatically, but their URLs can be copied.

Date and time fields #

• Today’s date: %%curdate[DJ mmmm AAAA]%%
• Today’s date: %%curdate[DAAAA-MM-JJ]%%
• Current time: %%curtime[THH:MM:SS]%%
• Current time: %%curtime[TH:MM ap]%%

For “Time” fields, time zone management is not currently supported. For now, the time displayed is the time of Toronto.

Basic opportunity fields #

• Opportunity name: %%opp_Title%%
• Created date: %%opp_Date_Created%%
• Closing date: %%opp_Date_Closing%%
• List: %%List_Name%%
• Description: %%opp_Description%%
• Sales stage: %%opp_Level%%
• Probability of success: %%Probability%%
• Purchase order #: %%opp_PO_Number%%
• Username – Sales Rep 1: %%opp_Owner_Username%%
• Username – Sales Rep 2: %%opp_Owner_Inside_Username%%
• Full Name – Sales Rep 1: %%opp_Owner_FullName%%
• Full Name – Sales Rep 2: %%opp_Owner_Inside_FullName%%
• Opportunity ID: %%opp_ID%%
• Opportunity Grand Total: %%opp_Amount%%

For these variables to work in an email, the email must be an automated email triggered by an opportunity critera. This is the only way for the system to detect the right value to display in the email.

Opportunity custom fields #

• %%oc_1%%
• %%oc_2%%
• %%oc_3%%
• …
• %%oc_70%%

For these variables to work in an email, the email must be an automated email triggered by an opportunity criteria. This is the only way for the system to detect the right value to display in the email.

Opportunity item(s) fields #

Replace the “99” with the item line number.

• Revenue Category: %%ort_L99_DescriptionRT%% (to force the label to be displayed in French: %%ort_L99_DescriptionRTFR%%)
• Item description: %%ort_L99_Description%%
• Unit(s): %%ort_L99_Qty%%
• Amount ($): %%ort_L99_UnitPrice%%
• Revenue ($): %%ort_L99_Amount%%
• Margin: %%ort_L99_Profit_P%%
• Profit: %%ort_L99_Profit_A%%
• Revenue Category ID (IDR): %%ort_L99_IDRT%%

To display data for a specific revenue category, replace the “L99” with the revenue category type ID.

For these variables to work in an email, the email must be an automated email triggered by an opportunity criteria. This is the only way for the system to detect the right value to display in the email.

Item line custom fields #

These fields correspond to revenue category types.

• %%ortc_L99_1%%
• %%ortc_L99_2%%
• %%ortc_L99_3%%
• …
• %%ortc_L99_70%%

For these variables to work in an email, the email must be an automated email triggered by an opportunity criteria. This is the only way for the system to detect the right value to display in the email.

Sales rep fields assigned to the contact #

Replace the “X” with the desired representative field (1, 2, 3 or 4). E.g. %%sales_rep1_firstname%% = displays the first name of sales rep 1.

• Sales rep’ first name: %%sales_repX_firstname%%
• Sales rep’ last name: %%sales_repX_name%% or %%sales_repX_lastname%%
• Sales rep’ email: %%sales_repX_email%%
• Sales rep’ phone: %%sales_repX_phone%%
• Sales rep’ phone extension: %%sales_repX_phoneext%%
• Sales rep’ title/role: %%sales_repX_title%% or %%sales_repX_role%%

For these variables to work in an email, the email must be an automated email triggered by an opportunity criteria. This is the only way for the system to detect the right value to display in the email.