Appendix A. Email macros and their usage examples

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Below is the list of macros you can use in the templates:

 

Client related macros

Macros definition

System templates

where macros

can be used

Can be used in user's templates

#FIRST_NAME#

Client's first name

All system templates

Yes

#CLIENT_FIRST_NAME#

Client's first name

All system templates

Yes

#LAST_NAME#

Client's last name

All system templates

Yes

#CLIENT_LAST_NAME#

Client's last name

All system templates

Yes

#CLIENT_NAME#

Full client's name, includes name and surname

All system templates

Yes

#CLIENT_EMAIL#

Client's email address

All system templates

Yes

#COMPANY_NAME#

Company name

All system templates

Yes

#CLIENT_COMPANY_NAME#

Company name

All system templates

Yes

#CLIENT_ADDRESS#

Full client's address including city, state and zip. Country is included if it's not US

All system templates

Yes

#CLIENT_FULL_NAME#

Includes TaxPayer First  Name, TaxPayer Last Name, Position, Company Name, Spouse First Name, Spouse Last Name

All system templates

Yes

#CLIENT_PORTAL_URL#

Client's portal web address

All system templates

Yes

#CLIENT_SALUTATION#

Full client's name including prefix, name, surname and suffix

All system templates

Yes

 

 

 

 

User related macros

Macros definition

System templates

where macros

can be used

Can be used in user's templates

#USER_FIRST_NAME#

User's first name

All system templates

Yes

#USER_LAST_NAME#

User's last name

All system templates

Yes

#USER_FIRST_LAST_NAME#

Full user's name, includes name and surname

All system templates

Yes

#USER_NAME#

Full user's name, includes name and surname

All system templates

Yes

#USER_FULL_NAME#

Full user's name, includes name and surname

All system templates

Yes

#USER_TITLE#

User's title

All system templates

Yes

#USER_NAME_AND_TITLE_WITH_COMMA#

Full user's name, includes name, surname and title separated by comma

All system templates

Yes

#USER_EMAIL#

User's email

All system templates

Yes

#USER_CELL_PHONE#

User's cell phone number

All system templates

Yes

#USER_CELL_PHONE_WITH_PREFIX#

User's cell phone number   with prefix, eg. Cell: 123-456-7890

All system templates

Yes

#USER_CELL_PHONE_WITH_SUFFIX#

User's cell phone number   with suffix, eg. 123-456-7890 (cell)

All system templates

Yes

#USER_HOME_PHONE#

User's home phone number

All system templates

Yes

#USER_HOME_PHONE_WITH_PREFIX#

User's home phone number with prefix, eg. Home: 123-456-7890

All system templates

Yes

#USER_HOME_PHONE_WITH_SUFFIX#

User's home phone number with suffix, eg. 123-456-7890 (home)

All system templates

Yes

#USER_WORK_PHONE#

User's work phone number

All system templates

Yes

#USER_WORK_PHONE_WITH_PREFIX#

User's work phone number with prefix, eg. Work: 123-456-7890

All system templates

Yes

#USER_WORK_PHONE_WITH_SUFFIX#

User's work phone number with suffix, eg. 123-456-7890 (work)

All system templates

Yes

#USER_OTHER_PHONE#

User's other phone number

All system templates

Yes

#USER_OTHER_PHONE_WITH_PREFIX#

User's other phone number with prefix, eg. Other: 123-456-7890

All system templates

Yes

#USER_OTHER_PHONE_WITH_SUFFIX#

User's other phone number with suffix, eg. 123-456-7890 (other)

All system templates

Yes

#USER_FAX#

User's fax number

All system templates

Yes

#USER_FAX_WITH_PREFIX#

User's fax number with prefix, eg. Fax: 123-456-7890

All system templates

Yes

#USER_FAX_WITH_SUFFIX#

User's fax number with suffix, eg. 123-456-7890 (fax)

All system templates

Yes

 

 

 

 

Document related macros

Macros definition

System templates

where macros

can be used

Can be used in user's templates

#DOCUMENT_TITLE#

Title of the document

DocumentPublicationEmailTemplate

No

#DOCUMENT_FILENAME#

Name of the file

DocumentPublicationEmailTemplate

No

#DOCUMENT_TIMESTAMP#

Timestamp of the document in  "YYYY-MM-DD hh:mm:ss" format

DocumentPublicationEmailTemplate

No

#DOCUMENT_SIZE#

Size of the document

DocumentPublicationEmailTemplate

No

#DOCUMENT_CATEGORY#

Category of the document

DocumentPublicationEmailTemplate

No

#DOCUMENT_SUBCATEGORY#

Subcategory of the document

DocumentPublicationEmailTemplate

No

#DOCUMENT_FOLDER#

Name of the folder where document is placed

DocumentPublicationEmailTemplate

No

#DOCUMENT_SUBFOLDER#

Name of the subfolder where document is placed

DocumentPublicationEmailTemplate

No

 

 

 

 

Workflow related macros

Macros definition

System templates

where macros

can be used

Can be used in user's templates

#INVITATION_LINK#

Secure link that allows user to join TaxWorkFlow

AccountActivationInstructions

No

#INVITATION_STRING#

Secure string that allows user  to join TaxWorkFlow

AccountActivationInstructions

No

#WEB_PASSWORD#

User's password

PasswordReminderEmailTemplate

No

#SYSTEM_MESSAGE#

Message about task/project completion and other user's actions

SystemMessageEmailTemplate

No

#problemS#

List of problems related to specific client

problemEmailTemplate

No

 

 

 

 

System related macros

Macros definition

System templates

where macros

can be used

Can be used in user's templates

#MACHINE_NAME#

Name of user's machine

All system templates

Yes

#EMAIL_SERVER_ADDRESS#

Address of the outgoing email server

All system templates

Yes

#APPLICATION_NAME#

Name of the application

All system templates

Yes

#APPLICATION_VERSION#

Version of the application

All system templates

Yes

 

 

 

Below are template examples that show how you can use macros to speed up your work with correspondence:

 

"Cell phone number changed" email campaign:

 

TEMPLATE

MESSAGE

Dear #CLIENT_FIRST_NAME#,

 

This is to inform you that my cell phone number has been changed to #USER_CELL_PHONE#

Please update your contact book and refer all the further communications by this number.

#USER_FULL_NAME#

 

TaxWorkFlow, LLC
517 Grand Street, Fl 1
New York, NY 10002

General Inquiries: info@thetaxworkflow.com
Sales and Technical Support: support@thetaxworkflow.com or call +1 646.461.2197

Dear John,

 

This is to inform you that my cell phone number has been changed to +12345678900

Please update your contact book and refer all the further communications by this number.

Michael Jones

 

TaxWorkFlow, LLC
517 Grand Street, Fl 1
New York, NY 10002

General Inquiries: info@thetaxworkflow.com
Sales and Technical Support: support@thetaxworkflow.com or call +1 646.461.2197

 

 

 

"Client's details update request" email campaign:

 

TEMPLATE

MESSAGE

Dear #CLIENT_NAME#,

 

Due to the oncoming tax season please review your details on the portal at #CLIENT_PORTAL_URL# and update it if necessary. Thank you!

#USER_FULL_NAME#

 

TaxWorkFlow, LLC
517 Grand Street, Fl 1
New York, NY 10002

General Inquiries: info@thetaxworkflow.com
Sales and Technical Support: support@thetaxworkflow.com or call +1 646.461.2197

Dear John Smith,

 

Due to the oncoming tax season please review your details on the portal at http://portal_address and update it if necessary. Thank you!

Michael Jones

 

TaxWorkFlow, LLC
517 Grand Street, Fl 1
New York, NY 10002

General Inquiries: info@thetaxworkflow.com
Sales and Technical Support: support@thetaxworkflow.com or call +1 646.461.2197

 

 

 

"Holiday greetings" email campaign:

 

TEMPLATE

MESSAGE

Dear #CLIENT_FIRST_NAME#,

 

We wish you a very Happy Holiday season and a peaceful and prosperous New Year. We're so glad to have you as a client and look forward to serving you in the future.

 

TaxWorkFlow Team

 

TaxWorkFlow, LLC
517 Grand Street, Fl 1
New York, NY 10002

General Inquiries: info@thetaxworkflow.com
Sales and Technical Support: support@thetaxworkflow.com or call +1 646.461.2197

Dear John,

 

We wish you a very Happy Holiday season and a peaceful and prosperous New Year. We're so glad to have you as a client and look forward to serving you in the future.

 

TaxWorkFlow Team

 

TaxWorkFlow, LLC
517 Grand Street, Fl 1
New York, NY 10002

General Inquiries: info@thetaxworkflow.com
Sales and Technical Support: support@thetaxworkflow.com or call +1 646.461.2197