Field Variables for Email Templates

Using Field Variables

The Insert Field Variable drop-down menu will allow you to insert AthleteOne fields from your Account and Contacts into an Email Template. Field Variables need to be surrounded by {{}} to let the template editor know to look for the variables. To use a variable, place the cursor in the text area where you would like to insert the variable and select the Field Variable from the drop-down menu. To type the variable in manually, use the following example: {{contact.full_name}}.   
Field Variable Description
contact.full_name The selected Contact's full name; e.g., Joe Athlete
contact.first_name The selected Contact's first name; e.g., Joe
contact.last_name The selected Contact' last name; e.g., Athlete The selected Contact's email address; e. g., The Account's Company Name from My Account > Account Detail > Settings The Account's email address from My Account > Email Preferences > Settings
account.logo The Account's logo from My Account > Account Detail > Logo
account.signature The Account's email signature from My Account > Email Preferences > Signature The Invoice Date. Add a filter to format the date.  {{ | date: "%Y-%m-%d"}}
invoice.amount The Invoice Amount. Format this for the Currency set in the Invoice. {{ invoice.amount | currency invoice: }}  Default is $, USD.
invoice.number The Invoice number of the Invoice being sent. The unique ID number of the Invoice. This is used for matching the selected currency on the Invoice instead of using the system default (USD). The Invoice tax amount. Format this for the currency set in the Invoice. {{ invoice.amount | currency invoice: }}  Default is $, USD.
invoice.shipping The Invoice shipping amount.  Format this for the currency set in the Invoice. {{ invoice.amount | currency invoice: }}  Default is $, USD.
invoice.note The Invoice note. Format this with simple format to preserve line breaks. {{ invoice.note | simple_format }}
invoice.pay_url The URL to pay the Invoice. Produces something like
invoice.view_url The URL to view the Invoice. Produces something like
invoice.amount_paid The amount of the last payment made. Useful when sending payment made email.
invoice.amount_due Invoice total - all payments made. Useful for sending invoice email.
invoice.total_paid The sum of all payments made on an invoice.

Standard Filters for Formatting

The Field Variables can be formatted using filters. There are a number of standard filters you can use to format the Field Variables. For example, to capitalize the first character of each word in the contact.full_name variable set {{contact.full_name | capitalize}}, and joe athlete will become Joe Athlete. See the Liquid Markup Filters page for a detailed description.

AthleteOne Filters for Formatting

We've also added a few AthleteOne filters to help with formatting.
Filter Description
currency Formats the money variables with the selected currency. If you are not using USD currency, add the parameter to the filter like this example {{ | currency invoice:}}
simple_format Returns text transformed into HTML using simple formatting rules. Two or more consecutive newlines(\n\n) are considered as a paragraph and wrapped in tags. One newline (\n) is considered as a line break and a tag is appended. This method does not remove the newlines from the text. This is useful for the Invoice Notes field.
image_tag The image tag converts an image URL to the actual image. This is useful for the account.logo variable.  

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