Email Merge / Token Fields

The following is a list of available Token fields to be used in messaging templates sent to users. These are useful for automating certain fields based upon the Advocate or SalesRep

 

Email Template Merge / Token Fields list

#ademail

Admin Email Address

#adfirstname

Admin First Name

#adlastname

Admin Last Name

#afcity

Advocate City

#afemail

Advocate Email Address

#affirstname

Advocate First Name

#aflastname

Advocate Last Name

#afphone

Advocate Phone Number

#afstate

Advocate State

#afstreet1

Advocate Street Address 1

#afstreet2

Advocate Street Address 2

#afzip

Advocate Zip Code

#cocompany_url

Company Website URL

#cotitle

Company Name 

#current_status

Current Referral Status

#lecity

Referral City

#leemail

Referral Email Address

#lefirstname

Referral First Name

#lelastname

Referral Last Name

#lenote_desc

Notes Associate with Referral

#lephone

Referral Phone Number

#lestate

Referral State

#lestreet1

Referral Street Address 1

#lestreet2

Referral Street Address 2

#lezip

Referral Zip Code

#optstatus

Opt-in / Opt-Out Status

#previous_status

Previous Referral Status

#prproduct_name

Associate Product

#saemail 

Sales Rep Email

#safirstname

Sales Rep First Name

#salastname

Sales Rep Last Name

#smemail

Sales Manager Email

#smfirstname

Sales Manager First Name

#smlastname

Sales Manager Last Name

#tobepaidamount

Amount Paid to Advocate

#transactiondate

Date Advocate was Paid