Email Embed Codes allow dynamic data to be integrated into the HTML and Text Body sections of Email Templates in XenDirect. These codes personalize emails by inserting specific details, such as client names, course information, and organizational details.
Navigation:
Tools → Marketing Functions → Create Email Templates
Applies to: Enterprise | Plus | Basic
Important Notes:
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Embed Codes must be enclosed in brackets (e.g.,
[ClientFirstName]). -
HTML tags should wrap around the entire embed code and brackets, not inside them.
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Embed Codes are case-sensitive and must be entered exactly as shown.
Example of Embed Codes in Use
Dear [ClientFirstName] [ClientLastName],
Your course [CourseTitle] scheduled to start on [CourseStartDate] has been cancelled.
We offer tons of courses, but usually only cancel when we don't have enough people.
Regards,
[OrgName]Client Email Embed Codes
These codes function in all emails targeting Clients.
Available in Subject, HTML Body, and Text Body:
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[ClientNamePrefix]= Client's name prefix -
[ClientFirstName]= Client's first name -
[ClientLastName]= Client's last name -
[ClientNameSuffix]= Client's name suffix -
[ClientID]= Client's ID number -
[ClientEmail]= Client's primary email -
[ClientEmail2]= Client's secondary email -
[OrgName]= Organization name -
[BranchName]= Branch name
Available in HTML Body and Text Body Only:
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[CourseCode],[CourseTitle],[CourseStartDate],[CourseEndDate],[CourseStartTime],[CourseEndTime],[CourseDays],[FacilityName],[BuildingName],[Room],[Session],[AltSchedule],[LinkText],[LinkHTML],[Abstract],[SpecialNeeds],[ReceiptNotes],[RosterNotes],[TaxID]
Staff Email Embed Codes
Available in Subject, HTML Body, and Text Body:
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[StaffNamePrefix],[StaffFirstName],[StaffLastName],[StaffEmail],[StaffEmail2],[OrgName],[BranchName]
Available in HTML Body and Text Body Only:
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[CourseCode],[CourseTitle],[CourseStartDate],[CourseEndDate],[FacilityName],[BuildingName],[Room],[TaxID] -
[CourseDescriptionText]= Course description (text format, no HTML) -
[CourseDescriptionHTML]= Course description (HTML format)
Company Email Embed Codes
Used for emails sent from Company → View Company → Actions → Send Email.
Available in Subject, HTML Body, and Text Body:
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[CompanyNamePrefix],[CompanyFirstName],[CompanyLastName],[CompanyName],[OrgName],[BranchName]
Available in HTML Body and Text Body Only:
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[CourseCode],[CourseTitle],[CourseStartDate],[CourseEndDate],[CourseStartTime],[CourseEndTime],[CourseDays],[FacilityName],[BuildingName],[Room],[Session],[AltSchedule],[LinkText],[LinkHTML],[AppendText],[TaxID]
Client Block Email Embed Codes
Used for emails sent when adding or releasing a Client Block record.
Available in Subject, HTML Body, and Text Body:
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[ClientFirstName],[ClientLastName],[OrgName],[BranchName] -
[ReasonBlock],[BlockedBy],[BlockedDate],[ReleaseBy],[ReleaseDate],[ReasonUnblock],[BlockStatus],[Amount]
Cancel Section Function Embed Codes
For emails sent via Tools → Course Functions → Cancel Section.
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Uses Client and Staff Embed Codes from the sections above.
Reserved Embed Codes for Specific Functions
WebReg - Email Partial Payment
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Reserved for WebReg module balance due partial payment confirmation.
Ed2Go, Ed2Go CTP, ProTrain, and Ed4Career Email Confirmations
Used for course registration confirmation emails in Admin and WebReg modules.
Subject Line Embed Codes:
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[ClientNamePrefix],[ClientFirstName],[ClientLastName],[ClientID],[OrgName],[BranchName]
Body (Text & HTML) Embed Codes:
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[ClientEmail],[ClientEmail2],[CourseCode],[CourseTitle],[CourseStartDate],[CourseEndDate]
Email Invoice Embed Codes
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No Embed Codes supported currently.
Email Receipt Embed Codes
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No Embed Codes supported currently.
Email Waitlist Embed Codes
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Used when changing a client from Waitlist to Enrolled.
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No Embed Codes supported currently.
Conclusion
XenDirect's Email Embed Codes enhance email customization by dynamically inserting relevant data. Understanding their proper use ensures effective communication with clients, staff, and companies. For further assistance, refer to related articles or contact support.