Full list of placeholders for Mass Email

[James Pickard]

Hello,

Loving EspoCRM so far and we are just trying to create our first email campaign.

When I create an the following placeholders are displayed:

Available placeholders:

• {today} – Today's date
• {now} – Current date & time
• {currentYear} – Current Year
• {optOutUrl} – URL for an unsubscribe link
• {optOutLink} – an unsubscribe link

But the documentation seems to indicate there are more:

https://docs.espocrm.com/user-guide/emails/

"It's possible to use placeholders in an email template's body and subject, for example, {Account.name}, {Person.emailAddress}. They will be replaced with values of a Parent record."

Ideally I would like to create a placeholder for the contact's name (ideally just their first name, but full name is fine) and their related account. I tried adding {Person.name} and this was replaced. I added {Account.name} and the email was sent with the text "{Account.name}".

Is there a way to see the full list of placeholders that are available for a mass email? How can I figure out which placeholders will work?

Thanks!

James

[lazovic]

Hi James Pickard,

Placeholders for mass emails and for regular emails are practically the same.

To get the contact's first name (without the last name), use the {Person.firstName} placeholder.

[anthony.senior]

James Pickard I hope Word docs are viewable on the forum, but I've created a comprehensive document for all placeholders that describes what they do and includes example use cases. They are grouped by Entity type. Hope it helps, it would be awesome if the devs had this in their official documentation somewhere. If anyone sees errors let me know.

[anthony.senior]

When opening the Word doc, Spelling Correct will underline a lot of stuff with red and blue so either turn it off or convert the doc to a PDF for better readability