How do I add variables?

Email templates

You can use text and variables to format the subject line and body of an email template.

Email template example

Here's an example of an email template that Connect will use when the tax return is created followed by an example of what the email generated by Connect will look like.

Email Template - Return Created

Subject:

{TaxReturnType} - CREATED

Body:

Account Number: {AccountNumber}

{BusinessName},

This is a courtesy email to inform you that the tax return for {BusinessName} was filed on {TaxReturnPeriodEndDate} is now available for you to file.

If this information is not correct, please contact Jane at AnyCity, (555) 555-5555 for immediate assistance.

Sincerely,

Jane

AnyCity

jane@anycity.org

For example, AnyCity creates the tax return for AnyBusiness on August 17, 2015. Connect uses the email template for Return Created to send the following email to AnyBusiness. The variables are highlighted in yellow.

Subject:

SALES AND USE TAX - CREATED

Body:

Account Number: 1010

AnyBusiness,

This is a courtesy email to inform you that the tax return for AnyBusiness was filed on 08/17/2015.

If this information is not correct, please contact Jane at AnyCity, (555) 555-5555 for immediate assistance.

Sincerely,

Jane

AnyCity

jane@anycity.org

Adding a variable to a subject line

1. Open Connect Business License > Organization > Organization.

2. Click to select the Email Templates tab.

3. Click to select an email template from the Type list.

4. Click to select the field titled Subject.

5. Click Modify.

The Subject form displays a list of variables that you can use in the subject line.

6. Find the variable name and then double-click the variable name that displays in the column titled Insert Value.

The variable displays in the Message area.

7. Now, enter the text to display in the Subject line.

8. Click before or after the variable to position the cursor in the Subject line.

9. Type in the text.

10. Click OK.

The subject line is saved.

Adding a variable to the email body

1. Open Connect Business License > Organization > Organization.

2. Click to select the Email Templates tab.

3. Click to select an email template from the Type list.

4. Click to select the field titled Body.

5. Click Modify.

The Subject form displays a list of variables that you can use in the body.

6. Find the variable name and then double-click the variable name that displays in the column titled Insert Value.

The variable displays in the Message area.

7. Now, enter the text to display in the body.

8. Click before or after the variable to position the cursor in the body.

9. Type in the text.

Text is highlighted in yellow and it will display exactly as it appears. The variables display between curly brackets { }.

10. Click OK.

The body is saved.

Email template variables list

This list is in alphabetical order.

Variable Name	Insert Value	Returns
Business account balance (2023.05 release)	BusinessAccountBalance	Amount
Business account name	BusinessAccountBalance	An amount.
Business account number	BusinessAccountNumber	A number.
Business amount bo be billed (2023.05 release)	BusinessAmounttoBe Billed	An amount.
Business classification	BusinessClassification	Text
Business DBA	Business DBA	Text
Business location	BusinessLocation	Text
Business location apartment	BusinessLocationApartment	Text
Business location city	BusinessLocationCity	Text
Business location country	BusinessLocationCountry	Text
Business location delivery point	BusinessLocationDeliveryPoint	Text
Business location house number	BusinessLocationHouseNumber	Number
Business location house number extension	BusinessLocationHouseNumberExtension	Text
Business location mail route	BusinessLocationMailRoute	Text
Business location state	BusinessLocationSteate	Text
Business location street	BusinessLocationStreet	Text
Business location street direction	BusinessLocationStreetDirection	Text
Business location zip	BusinessLocationZip	Number
Business mailing address 1	BusinessMailingAddress1	Text
Business mailing address 2	BusinessMailingAddress2	Text
Business mailing attention	BusinessMailingAttention	Text
Business mailing attention first name	BusinessMailingAttentionFirstName	Text
Business mailing attention last name	BusinessMailingAttentionLastName	Text
Business mailing attention middle name	BusinessMailingAttentionMiddleName	Text
Business mailing attention suffix	BusinessMailingAttentionSuffix	Text
Business mailing city	BusinessMailingCity	Text
Business mailing country	BusinessMailingCountry	Text
Business mailing delivery point	BusinessMailingDeliveryPoint	Text
Business mailing mail route	BusinessMailingMailRoute	Text
Business mailing state	BusinessMailingState	Text
Business mailing zip	BusinessMailingZip	Number
Business manager address 1	BusinessManagerAddress1	Text
Business manager address 2	BusinessManagerAddress2	Text
Business manager city	BusinessManagerCity	Text
Business manager country	BusinessManagerCountry	Text
Business manager delivery point	BusinessManagerDeliveryPoint	Text
Business manager eemail	BusinessManagerEmail	Text
Business manager fax	BusinessManagerFax	Text
Business manager first name	BusinessManagerFirstName	Text
Business manager last name	BusinessManagerLastName	Text
Business manager mail route	BusinessManagerMailRoute	Text
Business manager middle name	BusinessManagerMiddleName	Text
Business manager name	BusinessManagerName	Text
Business manager state	BusinessManagerState	Text
Business manager suffix	BusinessManagerSuffix	Text
Business manager telephone 1	BusinessManagerTelephone1	Number
Business manager telephone 2	BusinessManagerTelephone2	Number
Business manager zip	BusinessManagerZip	Number
Business name	BusinessName	Text
Business origination date	BusinessOriginationDate	Date
Business PIN	BusinessPIN	Number
Business status	BnusinessStatus	Text
Business tax business closed date	BusinessTaxBusinessClosedDate	Date
Business tax status	BusinessTaxStatus	Text
Business telephone 1	BusinessTelephone1	Number
Business Telephone 2	BusinessTelephone2	Number
License amount to be billed (2023.05 release)	LicenseAmountToBeBilled	Amount
License balance (2023.05 release)	LicenseBalance	Amount
License description	LicenseDescription	Text
License expiration date	LicenseExpirationDate	Date
License issued date	LicenseIssueDate	Date
License number	LicenseNumber	Number
License type	LicenseType	Text
Owner address 1	OwnerAddress1	Text
Owner address 2	OwnerAddress2	Text
Owner birth date	OwnerBirthDate	Date
Owner city	OwnerCity	Text
Owner country	OwnerCountry	Text
Owner delivery point	OwnerDeliveryPoint	Text
Owner email	OwnerEmail	Text
Owner fax	Owner fax	Number
Owner first name	OwnerFirstName	Text
Owner last name	OwnerLastName	Text
Owner mail route	OwnerMailRoute	Text
Owner middle name	OwnerMiddleName	Text
Owner name	OwnerName	Text
Owner position	OwnerPosition	Text
Owner suffix	OwnerSuffix	Text
Owner telephone 1	OwnerTelephone1	Number
Owner teleophone 2	OwnerTelephon2	Number
Owner zip	OwnerZip	Number
System date	SystemDate	Date

202305, 2023Feb10