Merging e-mail content

E-mail templates can be edited in pure HTML allowing full customization options and freedom of design. Content elements are presented on the side of the e-mail template editor. These content elements are referred as tags.

Tags replace content from the various objects in the database and are formatted using handlebars {{somename}}.

<table width="100%" border="1" cellspacing="5" cellpadding="5">
    <tr>
      {{#if_eq customer.CompanyName}}
      <td>{{customer.CompanyName}} let's you show only the customer company name if it exists</td>
      {{/if_eq}}
      
      {{#if_eq customer.CompanyName}}
      <td>{{customer.FullName}} if the customer has no company name, show the full name instead</td>
      {{/if_eq}}
      
      {{#if_eq customer.BillToParent "True"}}
      <td>This is only shown when Bill To Parent is true on customer</td>
      {{/if_eq}}

      {{#switch PaymentMethod.PaymentMethodType}}
              {{#case "Manual"}}
                             <td>This is a manual payment method</td>
              {{/case}}
              {{#case "Token"}}
                             <td>This is a credit card payment method</td>
              {{/case}}
      {{/switch}}
    </tr>
    <tr>
    </tr>
  </table>

An example on how to iterate through various invoice-lines is shown below.

{{#each Invoice.InvoiceLines}}
  <div class="row">
    {{this.LineNumber}}
  </div>
{{/each}}

👍
Root level objects
While you're inside the #each you can go up a level with ../
For example: {{../Customer.CompanyName}}

Helper tags

To allow more customizable options for formatting number, dates and providing basic if/if not options.

The following helper tags er supported.

Name	Description	Example
if	Case based if statement.	{{#if_eq customer.CompanyName}} customer name is not "" or empty. {{/if_eq}} ..you can also combine with else {{else}} .. or compare with a value {{#if_eq customer.CompanyName "John Doe"}} customer name is John Doe {{/if_eq}} .. or compare with empty {{#if_eq customer.CompanyName ""}} customer name is empty or null {{/if_eq}}
if-not	Case based if-not statement.	{{#if_not customer.CompanyName}} customer name is not "" or empty. {{/if_not}} ..you can also combine with else {{else}} .. or compare with a value {{#if_not customer.CompanyName "John Doe"}} customer name is not John Doe. {{/if_not}} .. or compare with empty {{#if_not customer.CompanyName ""}} customer name is not empty or null {{/if_not}}
switch	Case based switch.	{{#switch PaymentMethod.PaymentMethodType}} {{#case "Manual"}} manual {{/case}} {{#case "Token"}} token {{/case}} {{#case else}} else case {{/case}} {{/switch}}
each	For-each loop when iteration.	{{#each Invoice.InvoiceLines}} {{this.LineNumber}} {{/each}}
with	Evaluation context	{{#with Company}} {{FullName}} {{/with}}
unless	Unless statement as an inverse if.	{{#unless Customer.FullName}} {{/unless}}
format	Formats the value (number or date) using an input. See this external documentation for syntax of numbers. See this external documentation for syntax of dates.	{{format Invoice.InvoiceDate "dd-MM-yy"}} {{format Invoice.InvoiceDate "ddd. MMM yyyy"}} {{format Invoice.TotalAmount "N"}} {{format Invoice.TotalAmount "C"}} {{format Invoice.TotalAmount "0.00"}}

Questions?

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👍Root level objects

Helper tags

Questions?

👍
Root level objects