Getting Started


If you are new to the HTML document/canned email tag system, you can get an overview of tags, objects and loops here


Accessing The Contact Object


Access to this object is dependent on what document or canned email type you are trying to access the object from. Start by finding the document or canned email type you are working with from the links provided below. Follow the chart for your specified document or canned email type to see if the object is accessible, and if so, where it is located.  You may need to use a combination of loops and/or chaining to access this object. 


HTML Tags by Document Type

HTML Tags by Email Type


Accessing The Contact Tags


Assuming you have access to the Contact object, you must do one of the following:


1. Prefix the object's name to the required tag

2. If the tag is a list type, then the tag must be looped. The sub-object tags should be nested within the loop. 


Here is a chart displaying these use cases.


 
SyntaxExample
1
{{Contact.TagName}}
{{Contact.Name}}
2
 
<!-- {{#each Contact.TagName}} -->
        {{SubObjectTagName}} <br />
<!-- {{/each}} -->
  
 
<!-- {{#each Contact.Approvers}} -->
        {{Name}} <br />
<!-- {{/each}} -->
  


Overview


Tag Name
Description
Type
Additional Sub Object
Approvers
The tags related to a contact can be accessed for the contacts assigned as approvers on this contact.ListContact Tags
(Current Object)
Barcode
A barcode can be generated to populate the url to the contact.Text

CellNumberThe cell number that has been input on the contact.Text
EmailAddress
The email address that has been input on the contact.
Text
FaxNumber
The fax number that has been input on the contact.Text

FirstName
The first name of the contact, created by the system by using the first word in the contact's full name.Text

IdThe id of the contact.Guid
Initials
The initials of the contact, created by the system by taking the first letter of the first word and the first letter of the last word.Text

LastName
The last name of the contact, created by the system by using all words after the first space.Text

LastOrderDate
The date of the most recent order that this contact was the ordering contact for.Date/Time
Name
The full name that has been input on the contact.Text

PhoneNumber
The phone number that has been input on the contact.
Text

Tags
A list of the tag (names) applied to the contact.
List
UrlPathThe url to the contact.Text
Username
The username that has been input on the contact.
Text