For email sending, we use Text Library. For more details about Text Library feature, visit the link of the article.

1 - Placeholders are used in Deals/Documents tab and Deals/Email tab for email sending

These can be used as {{placeholdername}} in your texts and when the email is generated by the system, these will be replaced automatically.

General placeholders:

  • {{currentDate}} - for current date

  • {{externalUrl}} - for external URL of website base-href for example where links on the PDF documents should lead

  • {{logo}} - for the logo of the tenant

  • {{userBrandLogo}} - for the logo of the brand of the operator

  • {{signature}} - for the signature of the operator ( in the signature field the following placeholders may be used: {{logo}} and {{userBrandLogo}} )

Placeholders replaced with the information from the Deal if email is generated related to a deal:

  • {{authorName}} - for the name of the operator who is the author of the deal

  • {{bookingCode}} - for the code of the deal

  • {{startDate}} - for the start date of the deal

  • {{mainTravelerName}} - for the salutation, first name and last name of the main traveler

  • {{reservationText}} - for the reservation text set for the deal

  • {{travelersWithBirthdates}} - list of travelers and their birth dates

  • {{language}} - for the language of the deal

  • {{bookingDestination}} - first destination set for the deal

  • {{reservationBrandLogo}} - for the logo of the brand of the deal

  • {{travelersWithPassportInfo}} salutation personal name family name of the travelers and their passport information for each traveler

  • {{url}} - for the current document's URL when on Deal/Documents tab

  • {{reservationTripProductMainImage}} - for the main image of the CY product from the trip - used as destination image by most of the tenants - settable on request to any other product category

  • {{reservationArrangementProductMainImage}} - for the main image of the CY product from the arrangements - if no trip related to the deal - used as destination image by most of the tenants - settable on request to any other product category

  • {{customer}} - for salutation, first name and last name of the customer

  • {{companyInfo}}

    • if there is a brand set on reservation level we use from brand: name, address, phone, email

    • if no brand set we use data from settings/general

  • {{reservationSalesAgent}} - for the name of the sales agent as set for the deal

  • {{reservationSalesAgentEmail}} - for the email of the sales agent set for the deal

These placeholders can be set directly in Deals/Emails, in the Body of the New Email.

Based on the documents types defined in Victoury, this placeholder will be replaced.

You may always check if the placeholders are replaced using PREVIEW MODE.

Placeholder to display document URLs and buttons

Be aware that these placeholders work only for the documents that have already been generated in Deal details, DOCUMENTS tab or Customer Invoice / Print.

Victoury is searching the last generated document by document type and related entity.

Placeholders to display URLs

  • {{reservationTravelplanProgrammeUrl}} - for the reservation travelplan (Carnet de voyage) document's URL when on Deal/Email tab

  • {{reservationTravelplanProgrammeV2Url}} - for the reservation travelplan (Carnet de voyage) version 2 document's URL when on Deal/Email tab

  • {{reservationTravelplanFinalUrl}} - for the reservation travelplan final (Programme de voyage) document's URL when on Deal/Email tab

  • {{reservationTravelplanFinalV2Url}} - for the reservation travelplan final (Programme de voyage) version 2 document's URL when on Deal/Email tab

  • {{reservationReservationUrl}} - for the reservation (Devis, Bulletin) document's URL when on Deal/Email tab

  • {{reservationReservationV2Url}} - for the reservation (Devis, Bulletin) version 2 document's URL when on Deal/Email tab

  • {{reservationTravelplanUrl}} - for the reservation travelplan version 2 document's URL when on Deal/Email tab

  • {{reservationTravelplanItineraryUrl}} - for the reservation travelplan without price section version 2 document's URL when on Deal/Email tab

  • {{reservationProformaUrl}} - for the reservation proforma document's URL when on Deal/Email tab

  • {{reservationPriceOfferUrl}} - for the reservation price offer document's URL when on Deal/Email tab

  • {{reservationGroupTourProductTravelplanUrl}} - for the product travelplan document's URL of the grouptour product in the deal when on Deal/Email tab

  • {{customerInvoiceURL}} - for the customer invoice version 2 document's URL when on Customer Invoice/Email option

Placeholders to display buttons

  • {{reservationTravelplanProgrammeButton}} - for the reservation travelplan (Carnet de voyage) document's button when on Deal/Email tab

  • {{reservationTravelplanProgrammeV2Button}} - for the reservation travelplan (Carnet de voyage) version 2 document's button when on Deal/Email tab

  • {{reservationTravelplanFinalButton}} - for the reservation travelplan final (Programme de voyage) document's button when on Deal/Email tab

  • {{reservationTravelplanFinalV2Button}} - for the reservation travelplan final (Programme de voyage) version 2 document's button when on Deal/Email tab

  • {{reservationReservationButton}}- for the reservation (Devis, Bulletin) document's button when on Deal/Email tab

  • {{reservationReservationV2Button}} - for the reservation (Devis, Bulletin) version 2 document's button when on Deal/Email tab

  • {{reservationTravelplanButton}} - for the reservation travelplan version 2 document's button when on Deal/Email tab

  • {{reservationTravelplanItineraryButton}} - for the reservation travelplan without price section version 2 document's button when on Deal/Email tab

  • {{reservationProformaButton}} - for the reservation proforma document's button when on Deal/Email tab

  • {{reservationPriceOfferButton}} - for the reservation price offer document's button when on Deal/Email tab

  • {{reservationGroupTourProductTravelplanButton}} - for the product travelplan document's button of the grouptour product in the deal when on Deal/Email tab

  • {{customerInvoiceButton}} - for the customer invoice version 2 document's button when on Customer Invoice/Email option

Placeholder to display room assignments for deal related trips

In the trip of a deal, Editor section/TRAVELERS tab, travelers can be assigned to different rooms.

Based on this information, when sending email from Documents tab or Email tab, following placeholder is to be used:

  • {{tripRoomAssignments}}

The assignment will be visible as below:

Placeholders replaced with the information from the Arrangement of the Deal

  • {{embarkAddress}} - Embark Location address name

  • {{embarkLocation}} - Embark Location name

  • {{disembarkAddress}} - Disembark Location address name

  • {{disembarkLocation}} - Disembark Location name

  • {{sellMultiplier}} - Arrangement Sell Multiplier

  • {{sellQuantity}} - Arrangement Sell Quantity

  • {{confirmationNumber}} - Arrangement Confirmation Number

  • {{productBegin}} - Arrangement Start date

  • {{productEnd}} - Arrangement End date

  • {{persons}} - Number of persons or arrangement

  • {{priceType1Code}} - Arrangement Price Type 1 Code

  • {{priceType2Code}} - Arrangement Price Type 2 Code

  • {{priceType3Code}} - Arrangement Price Type 3 Code

  • {{priceType4Code}} - Arrangement Price Type 4 Code

  • {{priceType1}} - Arrangement Price Type 1 Label

  • {{priceType2}} - Arrangement Price Type 2 Label

  • {{priceType3}} - Arrangement Price Type 3 Label

  • {{priceType4}} - Arrangement Price Type 4 Label

  • {{productCode}} - Arrangement Product Code

  • {{invoiceText}} - Arrangement Invoice text

  • {{remarks}} - Arrangement Remarks

2 - Placeholders defined for Supplier Order / Quote Email

Subject of the email

value from title of the text library entry where label is “orderEmail”

Placeholders that can be used in the Subject:

  • {{bookingCode}} - for the code of the deal

  • {{bookingDestination}} - first destination set for the deal

  • {{mainTravelerName}} - for the salutation, first name and last name of the main traveler

Message of the email

Formed by the below sections:

  • Header - placeholder for {{orderHeader}} value from Supplier/Order Header - if no value found there - use text library entry where label = orderHeader

  • Order Subtext - placeholder for {{orderSubtext}} value from Supplier/Order Text - if no value found there - use text library entry where label = orderSubtext

  • Quote Subtext - placeholder for {{quoteSubtext}} value from text library entry where label = orderSubtext

  • Body - placeholder for {{orderBody}} value from text library entry where label = orderBody

Placeholders that can be used in the message body:

  • {{logo}} value for Logo (brand logo - if no brand, logo from settings/ general) {{currentDate}} value: current date (dateFormat as in parameters)

  • {{customer}} salutation personal name family name of the mainPerson of the customer

  • {{travelersWithBirthdates}} salutation personal name family name of the travelers and their birthdates (dateFormat as in parameters)

  • {{travelersWithPassportInfo}} salutation personal name family name of the travelers and their passport information for each traveler

  • {{orderRemarks}} Value from Supplier Order Remark field

  • {{orderSignature}}

    • if there is one user marked as orderSigningUser in General settings - the Signature - multilanguage of the user selected is retrieved

    • if there is no orderSigningUser set, the signature of the author of the order is retrieved

  • {{companyInfo}}

    • if there is a brand set on reservation level we use from brand: name, address, phone, email

    • if no brand set we use data from settings/general

  • {{travelersWithInsuranceAmount}} - Insurance amount per person (traveler first name + last name + insurance amount per traveler)

  • {{reservationDateDue}} - Date when the insurance is paid (uses value from the down payment date from the customer payments related to the deal for each insurance arrangement)

Placeholders for order products:

  • Order Products - placeholder for services to be booked {{orderProducts}}, for each product of the order is used the value from body of the text library entry where label is “orderProduct” based on product category - where product category is the same as text library entry category

Placeholders for products retrieving the information from Arrangement - can be used only related to an order product:

{{orderProductOrderText}} - Order text

{{orderProductOrderRemarks}} - Order Remark

{{orderProductProductCode}} - Product code

{{orderProductProductName}} - Product name

{{orderProductProductCategory}} - Product category

{{orderProductProductBegin}} - Begin date

{{orderProductProductEnd}} - End date

{{orderProductStartTime}} - Product start time

{{orderProductEndTime}} - Product End Time

{{orderProductCountryArea}} - Country Area name

{{orderProductCountryAreaCode}} - Country Area code

{{orderProductReservationText}} - Reservation text

{{orderProductPriceType1}} - Price Type 1 label

{{orderProductPriceType2}} - Price Type 2 label

{{orderProductPriceType3}} - Price Type 3 label

{{orderProductPriceType4}} - Price Type 4 label

{{orderProductPriceType1Code}} - Price Type 1 code

{{orderProductPriceType2Code}} - Price Type 2 code

{{orderProductPriceType3Code}} - Price Type 3 code

{{orderProductPriceType4Code}} - Price Type 4 code

{{arrangementTravelers}} - Assigned travelers

3 - Placeholder used when creating a task from Customer details or when assigning a Deal from Pipeline

Add to Google calendar

  • {{googleCalendarUrl}}

  • {{googleCalendarButton}}

  • summary - task title - tag the user using @+user name

  • description - enter the task details

Download ICS file

  • {{icsDownloadUrl}}

  • {{icsDownloadButton}}

Add to Office 365 calendar

  • {{officeCalendarUrl}}

  • {{officeCalendarButton}}

Reservation details placeholders related to the task

  • {{reservationUrl}}

  • {{reservationButton}}

Task details placeholders

  • {{taskTitle}}

  • {{taskDetailUrl}}

  • {{taskDetailButton}}

  • {{taskAssignedUsers}}

  • {{taskDueDate}}

Text library to be used when assigning the task from Customer details

  • label = taskAssignmentCustomer

  • Type = Template

  • the Title of the task will be the Subject of the email sent

  • the placeholders are to be set in the Body of the Text Library

Text library to be used when assigning a Deal to another user, from Pipeline

  • label = taskAssignmentOperator

  • Type = Template

  • the Title of the task will be the Subject of the email sent

  • the placeholders are to be set in the Body of the Text Library

Did this answer your question?