Help Center

Shortcodes

* Page referenced in this article: email templates page.

Shortcodes are placeholders enclosed in double brackets, such as [[first_name]], that are automatically replaced with real data when an email or text message is sent. They let you personalize messages without editing each one manually.

Where You Can Use Shortcodes

Shortcodes can be used in email and text message templates. Those templates are used across the following LeadCenter features:

• Transactional emails and text messages to contacts
• Scheduled email and text message campaigns
• Workflows
• Appointment confirmation, reminder, and follow-up emails and texts
• Event confirmation, reminder, and follow-up emails and texts
• Text keywords
• Client review reminders

Important: Some shortcodes are category-specific. For example, appointment shortcodes only work in appointment templates, and event shortcodes only work in event templates.

How to Insert a Shortcode

1. Open an email or text template.
2. Use the Shortcodes panel on the right side of the screen.
3. Use the search bar to find the shortcode you need.
4. Click the shortcode to copy it.
5. Paste it into the subject line or message body.

Some shortcode sections appear under Show more.... If you are working with appointment or event templates, select the matching template category first so the relevant shortcode sections appear.

Contact Basic Fields

These shortcodes pull from the contact’s core profile and can be used in most template types.

Secure Portal Fields

These shortcodes generate secure links for the contact.

Unsubscribe Links and Compliance

These shortcodes are used for email marketing compliance. For email marketing campaigns and marketing workflows, your template must include:

• [[unsubscribe_link]] or [[unsubscribe_url]]
• [[postal_address]]

Important: If a marketing template is missing the required unsubscribe shortcode and postal address, the campaign will not be allowed to save or schedule.

Contact Additional Fields

Additional contact shortcodes appear under Show more... in the Shortcodes panel. These include extra profile, lifecycle, and ownership fields.

Examples include:

• [[id]]
• [[contact_link]]
• [[category]]
• [[marital_status]]
• [[date_of_birth]]
• [[client_since]]
• [[tags]]
• [[stage]]
• [[source]]
• [[status]]
• [[owner.first_name]]
• [[owner.full_name]]
• [[owner.email]]
• [[owner.calendar_link]]
• [[scheduler.first_name]]
• [[scheduler.full_name]]
• [[scheduler.email]]
• [[business_signature]]

Contact Financial Fields

These shortcodes are available only on financial advisor accounts.

Examples include:

• [[tax_id]]
• [[estimated_total_assets]]
• [[estimated_non_liquid_assets]]
• [[adjusted_gross_income]]
• [[estimated_investable_assets]]
• [[engagement_signed_date]]

Calendar Fields (Appointments Only)

These shortcodes work only in appointment templates, including appointment confirmations, reminders, and follow-up emails and texts. They do not work in email marketing, text marketing, workflows, events, or general transactional messages.

The Calendar fields section appears only when the template category is set to an Appointments category.

Examples include:

• [[appointment.subject]]
• [[appointment.description]]
• [[appointment.date]]
• [[appointment.start_time]]
• [[appointment.end_time]]
• [[appointment.location]]
• [[appointment.confirm]]
• [[appointment.reschedule]]
• [[appointment.cancel]]
• [[calendar.host_name]]
• [[calendar.host_email]]
• [[calendar.host_phone]]
• [[calendar.host_calendar_link]]

Do not use appointment shortcodes in email marketing or event templates. They will not be replaced and may appear as raw text.

Event Shortcodes (Events Only)

These shortcodes work only in event templates, including event confirmations, reminders, and follow-up emails and texts. They do not work in email marketing, text marketing, workflows, appointments, or general transactional messages.

The Event shortcodes section appears only when the template category is set to an Events category.

Examples include:

• [[event.name]]
• [[event.description]]
• [[event.date]]
• [[event.time]]
• [[event.timezone]]
• [[event.venue_name]]
• [[event.address]]
• [[event.virtual_event_link]]
• [[event.registration_form_link]]
• [[event_attendee_status.name]]
• [[event_attendee.confirm_link]]
• [[event_attendee.cancel_link]]
• [[event.primary_speaker_name]]
• [[event.primary_speaker_email]]

Do not use event shortcodes in email marketing or appointment templates. They will not be replaced and may appear as raw text.

Custom Fields

If your account uses custom fields, they also appear as shortcodes in the Shortcodes panel under Custom fields. These are unique to your account and vary based on what your administrator has configured.

Best Practices

1. Always test before sending. Send a test email or text after adding shortcodes to make sure they are replaced correctly.
2. Use personalization in subject lines. Shortcodes such as [[first_name]] can be used in email subject lines too.
3. Always include compliance shortcodes in campaign templates. Every marketing template must include the required unsubscribe and postal address shortcodes.
4. Put unsubscribe and postal address information in the footer.
5. Plan for blank fields. If a contact field is empty, the shortcode is replaced with a blank value.
6. Use sender and owner shortcodes carefully. [[sender_name]] and [[owner.first_name]] may refer to different people.
7. Do not use appointment or event shortcodes in the wrong template category.
8. Use the search bar in the Shortcodes panel.

Frequently Asked Questions

What happens if a shortcode field is empty?

The shortcode is replaced with a blank value. Write your message so it still reads naturally if a field is missing.

Can I use shortcodes in text message templates?

Yes. Shortcodes work in both email and text templates.

Can I use shortcodes in the email subject line?

Yes. Shortcodes such as [[first_name]] can be used in the subject line.

Why do I not see the Calendar fields or Event shortcodes sections?

Those sections appear only when the matching template category is selected. Choose the appropriate category first.

What is the difference between [[unsubscribe_link]] and [[unsubscribe_url]]?

[[unsubscribe_link]] inserts a ready-to-use clickable unsubscribe link. [[unsubscribe_url]] inserts only the raw URL, which is useful if you want to style the link yourself.

What is the difference between [[sender_name]] and [[owner.first_name]]?

[[sender_name]] refers to the user actually sending the email. [[owner.first_name]] refers to the owner of the contact record. They may be different people.

Can I use shortcodes in the Visual editor?

Yes. You can type or paste shortcodes directly into text blocks in the Visual editor.