Tags are a way of personalizing your emails even when sending to multiple contacts. Tags are dynamic, that means they fetch information depending on which contact opens the email, here's an example:
By writing {contact.name} in your email template you are using a tag. When sending an email with this tag to a contact Upsales get's the name of the recipient and replaces the tag with that name.
This is a great feature when sending to multiple contacts. as the email can be personalized to say something like: "Hello,{contact.name}!" which will render to: "Hello, John Doe!" when the contact name John Doe opens the email.
Recipient company tags
The company of the recipient that opens the email.
Company ID: {{Client.Id}}
Company name: {{Client.Name}}
Company phone: {{Client.Phone}}
Company fax: {{Client.Fax}}
Company notes: {{Client.Notes}}
Company score: {{Client.Score}}
Duns number: {{Client.DunsNo}}
Active: {{Client.Active}}
Recipient company addresses tags
The company address for the contact that opens the email.
Delivery address: {{Client.DeliveryAddress}}
Delivery address zipcode: {{Client.DeliveryZipCode}}
Delivery address city: {{Client.DeliveryCity}}
Delivery address state: {{Client.DeliveryState}}
Delivery address country: {{Client.DeliveryCountry}}
Visiting address: {{Client.VisitAddress}}
Visiting address zipcode: {{Client.VisitZipCode}}
Visiting address state: {{Client.VisitState}}
Visiting address city: {{Client.VisitCity}}
Visiting address country: {{Client.VisitCountry}}
Invoice address: {{Client.InvoiceAddress}}
Invoice address zipcode: {{Client.InvoiceZipCode}}
Invoice address state: {{Client.InvoiceState}}
Invoice address city: {{Client.InvoiceCity}}
Invoice address country: {{Client.InvoiceCountry}}
Mail address: {{Client.MailAddress}}
Mail address zipcode: {{Client.MailZipCode}}
Mail address state: {{Client.MailState}}
Mail address city: {{Client.MailCity}}
Mail address country: {{Client.MailCountry}}
Other address: {{Client.OtherAddress}}
Other address zipcode: {{Client.OtherZipCode}}
Other address state: {{Client.OtherState}}
Other address city: {{Client.OtherCity}}
Other address country: {{Client.OtherCountry}}
Dates
User (the user sending the email from Upsales)
Current users id: {{General.CurrentUserId}}
Upsales account tags
Company name: {{General.CompanyName}}
Account manager tags
The user set as an account manager for the recipient's company.
Account managers id: {{Client.UserId}}
Account managers name: {{Client.UserName}}
Account managers Email: {{Client.UserEmail}}
Account managers Phone: {{Client.UserPhone}}
Account managers mobile phone: {{Client.UserCellPhone}}
Account managers role: {{Client.UserRole}}
Account managers title: {{Client.UserTitle}}
Assigned user tags
Unsubscribe
Link to unsubcribe page: {{UNSUB}}
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