Below you will find all variables sorted by their Variable Context Type
To add a variable to a template, you will type the % sign to bring up the dropdown of available variables.
Meeting Context Variables
Recipient Type | Variable Name |
Client/Employee | %assigned_client_address% |
Client/Employee | %assigned_employee_bio% |
Client/Employee | %assigned_employee_photo_large_circle% |
Client/Employee | %assigned_employee_photo_large_square% |
Client/Employee | %assigned_employee_photo_medium_circle% |
Client/Employee | %assigned_employee_photo_medium_square% |
Client/Employee | %assigned_employee_photo_small_circle% |
Client/Employee | %assigned_employee_photo_small_square% |
Client/Employee | %assigned_employee_photo_tiny_circle% |
Client/Employee | %assigned_employee_photo_tiny_square% |
Client/Employee | %company_email_signature% |
Client/Employee | %event_description% |
Client/Employee | %event_location_url% |
Client | %assigned_client_first_name% |
Client | %assigned_client_last_name% |
Client/Employee | %assigned_client_class_address_city% |
Client/Employee | %assigned_client_class_address_line_1% |
Client/Employee | %assigned_client_class_address_line_2% |
Client/Employee | %assigned_client_class_address_state% |
Client/Employee | %assigned_client_class_contract_email% |
Client/Employee | %assigned_client_class_invoice_email% |
Client/Employee | %assigned_client_class_name% |
Client/Employee | %assigned_client_class_phone% |
Client/Employee | %assigned_client_class_zip% |
Client/Employee | %assigned_client_company_name% |
Client/Employee | %assigned_client_email% |
Employee | %assigned_client_first_name% |
Client/Employee | %assigned_client_home_phone% |
Client/Employee | %assigned_client_interested_in% |
Employee | %assigned_client_last_name% |
Client/Employee | %assigned_client_mobile_phone% |
Client/Employee | %assigned_employee_email_address% |
Client/Employee | %assigned_employee_first_name% |
Client/Employee | %assigned_employee_last_name% |
Client/Employee | %assigned_employee_phone_number% |
Client/Employee | %assigned_employee_timezone_offset% |
Client/Employee | %company_name% |
Client/Employee | %duration_until_event_start% |
Client/Employee | %event_end_date% |
Client/Employee | %event_end_date_long_format% |
Client/Employee | %event_end_day_of_week% |
Client/Employee | %event_end_time% |
Client/Employee | %event_location% |
Client/Employee | %event_start_date% |
Client/Employee | %event_start_date_long_format% |
Client/Employee | %event_start_day_of_week% |
Client/Employee | %event_start_time% |
Client/Employee | %event_time_zone% |
Client/Employee | %event_title% |
Client Context Variables
Recipient Type | Variable Name |
Client | %client_address% |
Employee | %client_id% |
Client/Employee | %client_lead_setter_bio% |
Client/Employee | %client_lead_setter_photo_large_circle% |
Client/Employee | %client_lead_setter_photo_large_square% |
Client/Employee | %client_lead_setter_photo_medium_circle% |
Client/Employee | %client_lead_setter_photo_medium_square% |
Client/Employee | %client_lead_setter_photo_small_circle% |
Client/Employee | %client_lead_setter_photo_small_square% |
Client/Employee | %client_lead_setter_photo_tiny_circle% |
Client/Employee | %client_lead_setter_photo_tiny_square% |
Employee | %client_opportunity_crm_button% |
Employee | %client_opportunity_crm_url% |
Client/Employee | %client_sales_person_bio% |
Client/Employee | %client_sales_person_photo_large_circle% |
Client/Employee | %client_sales_person_photo_large_square% |
Client/Employee | %client_sales_person_photo_medium_circle% |
Client/Employee | %client_sales_person_photo_medium_square% |
Client/Employee | %client_sales_person_photo_small_circle% |
Client/Employee | %client_sales_person_photo_small_square% |
Client/Employee | %client_sales_person_photo_tiny_circle% |
Client/Employee | %client_sales_person_photo_tiny_square% |
Client/Employee | %company_email_signature% |
Client/Employee | %client_first_name% |
Client/Employee | %client_last_name% |
Client/Employee | %client_address% |
Client/Employee | %client_address_city% |
Client/Employee | %client_address_line_2% |
Client/Employee | %client_address_postal_code% |
Client/Employee | %client_address_state% |
Client/Employee | %client_class_address_city% |
Client/Employee | %client_class_address_line_1% |
Client/Employee | %client_class_address_line_2% |
Client/Employee | %client_class_address_state% |
Client/Employee | %client_class_contract_email% |
Client/Employee | %client_class_invoice_email% |
Client/Employee | %client_class_name% |
Client/Employee | %client_class_phone% |
Client/Employee | %client_class_zip% |
Client/Employee | %client_company_name% |
Client/Employee | %client_custom_field_1% |
Client/Employee | %client_custom_field_2% |
Client/Employee | %client_custom_field_3% |
Client/Employee | %client_custom_field_4% |
Client/Employee | %client_custom_field_5% |
Client/Employee | %client_custom_field_6% |
Client/Employee | %client_custom_field_7% |
Client/Employee | %client_custom_field_8% |
Client/Employee | %client_custom_field_9% |
Client/Employee | %client_email% |
Client/Employee | %client_home_phone% |
Client/Employee | %client_interested_in% |
Client/Employee | %client_lead_setter_email_address% |
Client/Employee | %client_lead_setter_first_name% |
Client/Employee | %client_lead_setter_last_name% |
Client/Employee | %client_lead_setter_phone_number% |
Client/Employee | %client_lead_source% |
Client/Employee | %client_lead_status% |
Client/Employee | %client_mobile_phone% |
Client/Employee | %client_office_phone% |
Client/Employee | %client_sales_person_email_address% |
Client/Employee | %client_sales_person_first_name% |
Client/Employee | %client_sales_person_last_name% |
Client/Employee | %client_sales_person_phone_number% |
Client/Employee | %company_name% |
Client/Employee | %duration_until_upcoming_meeting_start% |
Employee | %upcoming_meeting_description% |
Client/Employee | %upcoming_meeting_end_date% |
Client/Employee | %upcoming_meeting_end_date_long_format% |
Client/Employee | %upcoming_meeting_end_day_of_week% |
Client/Employee | %upcoming_meeting_end_time% |
Client/Employee | %upcoming_meeting_location% |
Client/Employee | %upcoming_meeting_start_date% |
Client/Employee | %upcoming_meeting_start_date_long_format% |
Client/Employee | %upcoming_meeting_start_day_of_week% |
Client/Employee | %upcoming_meeting_start_time% |
Client/Employee | %upcoming_meeting_time_zone% |
Client/Employee | %upcoming_meeting_title% |
Project Context Variables
Recipient Type | Variable Name |
Client/Employee | %company_email_signature% |
Employee | %project_crm_button% |
Employee | %project_crm_url% |
Client/Employee | %project_description% |
Client/Employee | %project_foreman_bio% |
Client/Employee | %project_foreman_first_name% |
Client/Employee | %project_foreman_last_name% |
Client/Employee | %project_foreman_phone_number% |
Client/Employee | %project_foreman_photo_large_circle% |
Client/Employee | %project_foreman_photo_large_square% |
Client/Employee | %project_foreman_photo_medium_circle% |
Client/Employee | %project_foreman_photo_medium_square% |
Client/Employee | %project_foreman_photo_small_circle% |
Client/Employee | %project_foreman_photo_small_square% |
Client/Employee | %project_foreman_photo_tiny_circle% |
Client/Employee | %project_foreman_photo_tiny_square% |
Client/Employee | %project_manager_bio% |
Client/Employee | %project_manager_phone_number% |
Client/Employee | %project_manager_photo_large_circle% |
Client/Employee | %project_manager_photo_large_square% |
Client/Employee | %project_manager_photo_medium_circle% |
Client/Employee | %project_manager_photo_medium_square% |
Client/Employee | %project_manager_photo_small_circle% |
Client/Employee | %project_manager_photo_small_square% |
Client/Employee | %project_manager_photo_tiny_circle% |
Client/Employee | %project_manager_photo_tiny_square% |
Client/Employee | %project_sales_person_bio% |
Client/Employee | %project_sales_person_photo_large_circle% |
Client/Employee | %project_sales_person_photo_large_square% |
Client/Employee | %project_sales_person_photo_medium_circle% |
Client/Employee | %project_sales_person_photo_medium_square% |
Client/Employee | %project_sales_person_photo_small_circle% |
Client/Employee | %project_sales_person_photo_small_square% |
Client/Employee | %project_sales_person_photo_tiny_circle% |
Client/Employee | %project_sales_person_photo_tiny_square% |
Client/Employee | %project_client_first_name% |
Client/Employee | %project_client_last_name% |
Client/Employee | %company_name% |
Client/Employee | %project_class_address_city% |
Client/Employee | %project_class_address_line_1% |
Client/Employee | %project_class_address_line_2% |
Client/Employee | %project_class_address_state% |
Client/Employee | %project_class_contract_email% |
Client/Employee | %project_class_invoice_email% |
Client/Employee | %project_class_name% |
Client/Employee | %project_class_phone% |
Client/Employee | %project_class_zip% |
Client/Employee | %project_client_address% |
Client/Employee | %project_client_company_name% |
Client/Employee | %project_client_email% |
Client/Employee | %project_client_home_phone% |
Client/Employee | %project_client_mobile_phone% |
Client/Employee | %project_custom_field_1% |
Client/Employee | %project_custom_field_2% |
Client/Employee | %project_custom_field_3% |
Client/Employee | %project_custom_field_4% |
Client/Employee | %project_custom_field_5% |
Client/Employee | %project_custom_field_6% |
Client/Employee | %project_custom_field_7% |
Client/Employee | %project_custom_field_8% |
Client/Employee | %project_custom_field_9% |
Client/Employee | %project_estimated_finish_date% |
Client/Employee | %project_estimated_start_date% |
Client/Employee | %project_foreman_email_address% |
Employee | %project_id% |
Client/Employee | %project_manager_email_address% |
Client/Employee | %project_manager_first_name% |
Client/Employee | %project_manager_last_name% |
Client/Employee | %project_name% |
Client/Employee | %project_number% |
Client/Employee | %project_sales_person_email_address% |
Client/Employee | %project_sales_person_first_name% |
Client/Employee | %project_sales_person_last_name% |
Client/Employee | %project_sales_person_phone_number% |
Client/Employee | %project_type% |
Client/Employee | %project_worksite_address_city% |
Client/Employee | %project_worksite_address_line1% |
Client/Employee | %project_worksite_address_line2% |
Client/Employee | %project_worksite_address_postal_code% |
Client/Employee | %project_worksite_address_state% |
Work Order Context Variables
Recipient Type | Variable Name |
Client/Employee | %company_email_signature% |
Client/Employee | %work_order_description% |
Client/Employee | %work_order_location_url% |
Client/Employee | %work_order_client_first_name% |
Client/Employee | %work_order_client_last_name% |
Client/Employee | %company_name% |
Client/Employee | %duration_until_work_order_start% |
Client/Employee | %work_order_class_address_city% |
Client/Employee | %work_order_class_address_line_1% |
Client/Employee | %work_order_class_address_line_2% |
Client/Employee | %work_order_class_address_state% |
Client/Employee | %work_order_class_contract_email% |
Client/Employee | %work_order_class_invoice_email% |
Client/Employee | %work_order_class_name% |
Client/Employee | %work_order_class_phone% |
Client/Employee | %work_order_class_zip% |
Client/Employee | %work_order_client_address% |
Client/Employee | %work_order_client_company_name% |
Client/Employee | %work_order_client_email% |
Client/Employee | %work_order_client_home_phone% |
Client/Employee | %work_order_client_mobile_phone% |
Client/Employee | %work_order_end_date% |
Client/Employee | %work_order_end_time% |
Client/Employee | %work_order_location% |
Client/Employee | %work_order_number% |
Client/Employee | %work_order_start_date% |
Client/Employee | %work_order_start_time% |
Client/Employee | %work_order_timezone_offset% |
Client/Employee | %work_order_type% |
Client/Employee | %work_order_urgency% |