Email & Text Placeholder List
This list of place holders are used when sending emails, email blasts, text messages, email templates, mail merge documents, mail merge templates, campaign event emails, as well as link group emails* using SalesOptima. One or more place holders may be used in the subject or body of the email. During email processing, each place holder will be replaced with it’s corresponding data item, see below for details, and then will be sent to the recipient(s). If no data item exists, the place holder will be replaced with an empty string (“”).
Related Resources: Lead Email Placeholder List | Company Email Placeholder List | Appointment Email Placeholder List
*Note: When sending an email to a link group simply change the placeholders from PH_ to PH_Link to replace the link group recipient’s fields.
Place Holder Tag | Field Name | Replaces the field from a ... |
PH_ContactID | System Contact ID | Contact |
PH_FirstName | First Name | Contact |
PH_LastName | Last Name | Contact |
PH_Salutation | Salutation | Contact |
PH_Title | Title | Contact |
PH_CompanyName | Company Name | Contact |
PH_Add1 | Address 1 | Contact |
PH_Add2 | Address 2 | Contact |
PH_Add3 | Address 3 | Contact |
PH_City | City | Contact |
PH_State | State | Contact |
PH_Zip | Zip | Contact |
PH_Country | Country | Contact |
PH_Custom1 | Custom Text 1 | Contact |
PH_Custom2 | Custom Text 2 | Contact |
PH_Custom3 | Custom Text 3 | Contact |
PH_Custom4 | Custom Text 4 | Contact |
PH_Custom5 | Custom Text 5 | Contact |
PH_Custom6 | Custom Text 6 | Contact |
PH_Custom7 | Custom Text 7 | Contact |
PH_Custom8 | Custom Text 8 | Contact |
PH_Custom9 | Custom Text 9 | Contact |
PH_Class1 | Custom Classification Dropdown 1 | Contact |
PH_Class2 | Custom Classification Dropdown 2 | Contact |
PH_Class3 | Custom Classification Dropdown 3 | Contact |
PH_Class4 | Custom Classification Dropdown 4 | Contact |
PH_Class5 | Custom Classification Dropdown 5 | Contact |
PH_Class6 | Custom Classification Dropdown 6 | Contact |
PH_Class7 | Custom Classification Dropdown 7 | Contact |
PH_Class8 | Custom Classification Dropdown 8 | Contact |
PH_Check1 | Custom Check Box 1 | Contact |
PH_Check2 | Custom Check Box 2 | Contact |
PH_Phone | Business Phone | Contact |
PH_HomePhone | Home Phone | Contact |
PH_MobilePhone | Mobile Phone | Contact |
PH_OtherPhone | Other Phone | Contact |
PH_Fax | Fax | Contact |
PH_OtherFax | Other Fax | Contact |
PH_PrimaryEmail | Primary Email | Contact |
PH_Email2 | Email 2 | Contact |
PH_Email3 | Email 3 | Contact |
PH_Website | Web site | Contact |
PH_dtCreated | Date Created | Contact |
PH_dtModified | Last Modified Date | Contact |
PH_Comments | Comments | Contact |
PH_CDate | Current Date | Contact |
PH_CDateTime | Current Date & Time | Contact |
PH_CTime | Current Time | Contact |
PH_ContactToDirectionsURL | Address | Directions from user address to contact address |
PH_ContactFromDirectionsURL | Address | Directions from contact address to user address |
PH_UserMapURL | Address | Map of User address |
PH_ContactUpdateLinkWithData | URL is 30 characters | Inserts link that allows a contact to update their information |
PH_ContactUpdateLink | Inserts link that allows a contact to give you their information | |
PH_ContactReferralURL | Inserts a link that allows your contacts to enter referrals | |
PH_UserFirstName | First Name | User |
PH_UserLastName | Last Name | User |
PH_UserTitle | Title | User |
PH_UserPrimaryEmail | User | |
PH_UserEmail1 | User | |
PH_UserEmail2 | Other Email | User |
PH_UserCompanyName | Company Name | User |
PH_UserAdd1 | Address 1 | User |
PH_UserAdd2 | Address 2 | User |
PH_UserAdd3 | Address 3 | User |
PH_UserCity | City | User |
PH_UserState | State | User |
PH_UserZip | Zip | User |
PH_UserCountry | Country | User |
PH_UserMainPhone | Phone | User |
PH_UserMobilePhone | Mobile Phone | User |
PH_UserOtherPhone | Other Phone | User |
PH_UserLongCode | Long Code | Landline Texting Number (Click to Learn More) |
PH_UserFax | Fax | User |
PH_UserWebSiteURL | Account Website URL | Account |
PH_UserEmployeeID | EmployeeID | User |
PH_UserTimeZone | TimeZone | User |
PH_UserDefaultSignature | Default Signature | User |
PH_UserHTMLSignature | HTML Signature | User |
PH_FacebookURL | User's Facebook Page | User |
PH_TwitterURL | User's Twitter Page | User |
PH_LinkedInURL | User's LinkedIn Page | User |
Other useful Placeholders:
Place Holder Tag | Usage Info | Replaces the field from a ... |
PH_LogoURL | URL of account's corporate logo (see Account Settings) | Account |
PH_LogoImage | HTML image tag of account logo | Account |
PH_AccountWebSiteURL | Account Website URL | Account |
PH_UnsubscribeURL | HTML Email Templates Only | Custom SafeMail Unsubscribe URL |
PH_WebVersionURL | HTML Email Templates Only | Web Version URL of emails using HTML Email Templates |
PH_ReferrredBy | Contact | Name of the referred by contact. |
PH_SAMContactLink | SalesOptima Automated Messaging (SAM) | Link to contact action page in a user text message alert |
PH_MailMergePageBreak | Mail Merge Page Break | Insert into mail merge document to create page break |
PH_SAMMakeVCLink | SalesOptima Automated Messaging (SAM) | Link directly to make call page in a user text message alert |
PH_SAMSendTMLink | SalesOptima Automated Messaging (SAM) | Link directly to create text message page in a user text message alert |
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