Template Variable Tool

Designer > Objects > {object} > Templates > New Template

Use this tool to find variables that can be used in templates. The variables are based on fields in objects:

To lookup a template variable:

1. Choose a Category

   Category

   Can contain any of the following:

   • Objects
   • Fields related to Users
   • In the Tasks object, Category can be fields in Company, User, Tasks or Project Tasks

2. Choose a field from the Category

   Fields

   Contains the available fields from the selected category

3. In the Variable Field, find the correct syntax for the template variable

   Copy the string and paste it into your work (as part of an Email / Print / Workflow HTML template, as Email Subject or in the Body of the message, or in an Action

   Variable field

   $account.name

Note: The Field Name and Field Label are different

There are two date variables in the User Fields category

1. $today (Current Date) always shows the date in a standard format. The value on June 24, 2011 would show as "24 June, 2011".
2. $today_dateformatted (Current Date User Date Format) gives the date format, if any, set by the user or, by default, set for the company. For a date format of mm/dd/yyyy, the value on June 24, 2011 would show as "06/24/2011".

Template Variables in Campaigns

When an Accounts-based View/Report is selected as the Campaign Source, then the template variables must be based on the Accounts object ($account.name, $account.number or $account.time_zone, etc.).

If a template variable based on a different object (Prospects, for example), is included, then unexpected results may occur. For example, consider this highly undesirable situation:

• The selected Campaign Source is a View/Report based on Accounts
• A template variable is inserted, however, it is based on the Prospect object: $prospect.city

As a result, the template variable code $prospect.city would appear in the campaign email message. To avoid this raw code from appearing in a campaign message, follow these guidelines:

Guidelines for for Template Variables in Campaigns

• It is important that the Template Variables used in a Campaign match the selected Campaign Source. For example:

• If the Lists option is selected as the Campaign Source, then the List member fields are available as Template Variables
• If a Views/Reports option is selected as the Campaign Source, then the {object}-related template variables are available as Template Variables; this includes Prospect, Accounts or Contacts objects, only