More About Email Template Content

The text of the email template body (Text Content and HTML Content) and the Subject can be of two types:

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Fixed text: Text that is the same for all the receivers of the email; this is text that you can change.

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Merge tags for user-dependent information: Information that is different for each receiver of the email, such as first and last name, company name, and order number. In an email template, this information is shown as a merge tag. You can place the merge tags in the body and the subject of the email. Before an email is sent, these merge tags are replaced with the data specific to the recipient of the email. When you edit an email template, the Producer Portal shows the merge tags that are available for the current email template in the Merge Tags List. (Some email templates require specific merge tags, meaning that you must use the tag at least once in the body of the email.) Not all merge tags are available for all email templates. The list varies by template.

Tip:To avoid errors, copy the merge tag from the Merge Tag List and paste it in the body or subject area. Merge tags must be opened and closed with double square brackets, like this: [[MERGE_TAG]].

Note:The merge tags [[OrgName]] and [[AcctId]] are functional duplicates, which both return the account ID. They have been retained for backward compatibility.

See the merge tag examples in the following sections.