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 |
|
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202305, 2023Feb10
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