| Date (text version) | Tuesday, 7 April 2026 |
| Date (numeric version - YYYYMMDD) | |
| Date (no weekday) | 7 April 2026 |
| Year | 2026 |
| Short Month | Apr |
| Month (full) | April |
| Day of Month | 7 |
| Weekday (short) | Tue |
| Weekday (long) | Tuesday |
Important:
When using a date placeholder in a date type user-defined field, you must use:
Date fields only populate with this format because the date picker uses YYYY, MM, DD.
For text fields, any date placeholder will populate correctly.
Displays outstanding balances from invoices or events.
| Amount Owed To You By Contact (Events and Invoices) |
These pull sender information from Group Settings.
| Group Settings From Name | |
| Group Settings From Email |
Use these to personalize messages with recipient-specific information.
| First Name | |
| Last Name | |
| Title | |
| Company | |
| Address 1 | |
| Address 2 | |
| City | |
| State | |
| Zip | |
| Country | |
| Phone | |
| Mobile Phone Number | |
| Mobile Phone Carrier | |
| Fax | |
| Website | |
| Gender | |
| Birthdate | BirthTuesday, 7 April 2026 |
| Hometown | |
| Bio | |
| Skills and Interests | |
| Contact Created Date | |
| Last Modified Date | |
| IP Address |
These are useful for event confirmations and reminders.
| Event Title | Event |
| Event Date and Time | |
| Event Date | EventTuesday, 7 April 2026 |
| Event Start Time | |
| Event End Time | |
| Event Location Name | |
| Event Location Address | |
| Event Location City | EventLocation |
| Event Location State | EventLocation |
| Event Location Zip | |
| Event Location Phone | EventLocation |
| Event Location Website | EventLocation |
| Event Location Notes | |
| QR Code | |
| Registration Details |
Event RSVP placeholders allow Contacts to quickly view event details and respond to invitations directly from your emails. These placeholders streamline the registration process and help increase attendance by making it easy for recipients to confirm their participation.
| Insert Event RSVP Placeholder | Event##_Placeholder |
| Insert Short RSVP Link | EventLink##_Placeholder |
| Insert Secure RSVP Link | SecureEventLink##_Placeholder |
| Opportunity Title | |
| Opportunity Manager | |
| Opportunity Manager Email | OpportunityManager |
| Opportunity ID Information | |
| Opportunity Notes | |
| Opportunity Custom Field | OpportunityField##_Placeholder |
| Opportunity Products |
| Opportunity Close Date | OpportunityCloseTuesday, 7 April 2026 |
| Opportunity Close Date (localized)* | |
| Opportunity Created Date | OpportunityCreatedTuesday, 7 April 2026 |
| Opportunity Created Date (localized)* |
Note:
*Replace de with any supported two-letter language code (e.g., es, fr, it).
Opportunity related placeholders will only work for messages sent by workflows when they are attached to Opportunities.
You can personalize messages using your custom fields. When sent, this placeholder will display the custom field value saved in the contact record.
Custom fields use this format:
User##_Placeholder (e.g., )
Symbolic placeholders reference custom fields by name instead of numeric ID.
Examples:
(Long Symbolic Format)
[Pet Name]_Placeholder (Short Symbolic Format)
Benefits:
Note
If a User ID is specified, the symbolic name is ignored and removed.
[Field Name]_Placeholder
| Your tagline or slogan | |
| Solutions you provide | |
| Who you sell to | |
| Your transaction types | |
| How often customers purchase |
| Products you sell | |
| Key product features | |
| Product benefits | |
| Unique product value propositions |
| Services you sell | |
| Key service features | |
| Service benefits | |
| Unique service value propositions |