Working with E-mail Templates

Macros

There are various macros presented to you in the e-mail builder tool. These are available for use in any environment (i.e. in Automations and in Social Posts). However, more macros are available for the automations tool. You can find this list below. Some items are marked as objects, which means they provide direct low-level code access to the related object. Our support team can sometimes advise you to use macros based on these objects.

Customer triggers

For all triggers with a customer attached to them, including payment triggers, the following macros are available.

• {{EMAIL}}
• {{FULL_NAME}}
• {{FIRST_NAME}}
• {{LAST_NAME}}
• {{customer}}
• {{code}} (Forgot your password and Email activation request triggers)

Payment triggers

For all triggers with an attached payment, including subcription triggers, the following macros are available:

• {{AMOUNT}}
• {{CURRENCY}}
• {{order_id}}
• {{order}}
• {{cart}} (deprecated)
• {{price_matrix[‘subtotal’]}}
• {{price_matrix[‘shipping’]}}
• {{price_matrix[‘tax’]}}
• {{price_matrix[‘discount’]}}
• {{price_matrix[‘total’]}}

Subscription triggers

For all triggers with an attached subscription, the following macros are available:

• {{subscription_id}}
• {{subscription}}

Form triggers

For all triggers related to Form Submission, the following macros are available:

Form object, with its fields similar to the API:

• {{form}}
• {{form.name}}

Response object, with its fields mapped to the alphanumeric keys in the form structure. An example is below:

• {{form.response}}
• {{form.response.name}}
• {{form.response.email}}

Visibility condition statements

While authoring your e-mail, you can also use condition statements to decide whether a container should show for a user or not. The container itself will not be sent in the e-mail’s source.

While inspecting a Container or Columns block in the e-mail builder, navigate to the Visibility condition field. You can write condition statements using Smarty-style scripting.

To use a macro in the condition statement, you must prefix it with the dollar sign $.

Examples

1. To check whether a customer has an active subscription, you can write the following statement: $customer.subscriptions|count gt 0

2. To check if the customer is located in the country ZA: $customer.country_code eq "ZA"

3. To check if the customer has a profile picture: $customer.photo neq ''

For assistance in writing condition statements, contact our support team.

Modifiers

Modifiers are Smarty functions that can be applied to macros. They start with a | character. For example, macro|count.

The most common ones you could use are:

• count
• empty

Operators

Use Smarty operators to compare values:

Operator	Meaning
eq	Equal to
neq	Not equal to
gt	Greater than
lt	Less than
gte	Greater than or equal to
lte	Less than or equal to

To invert any expression, prefix it with !. For example, !($customer.active) evaluates to true when the customer is not active.

Functions

You can use the below functions to check for conditions inside arrays or to evaluate customer state:

in_array

in_array(16, $customer.tags) evaluates to true if the customer has the tag with ID 16 attached to them.

C:: helper functions

A set of built-in helper functions is available under the C:: namespace. These simplify common subscription and channel checks.

The group_name argument accepts either a single quoted string or an array of group name strings. When an array is provided, the function matches against any of the listed groups:

• Single group: 'premium'
• Multiple groups: ['basic', 'premium'] or ['insider', 'donation']

The channel_id argument must be a single quoted string. You can prefix any expression with ! to invert it.

Function	Description
C::hasActiveSubscription($customer, 'group_name')	True if the customer has an active subscription in the given group.
C::getActiveSubscriptionPrice($customer, 'group_name') gt 0	True if the customer’s active subscription price in the given group is greater than 0. Replace gt 0 with any comparison to check a specific price.
C::neverSubscribed($customer, 'group_name')	True if the customer has never held a subscription in the given group.
C::hasRetryingSubscription($customer, 'group_name')	True if the customer has a subscription in the given group that is currently in a payment retry cycle.
C::hasExpiredNotRetryingSubscription($customer, 'group_name')	True if the customer has a subscription in the given group that has expired and is no longer retrying payment.
C::cardExpiringThisMonth($customer)	True if the customer’s payment card expires in the current month.
C::subscribedToChannel($customer, 'channel_id')	True if the customer is subscribed to the given channel.
C::hasTag($customer, 'tag_id')	True if the customer has the given tag assigned to them.

Examples

• Show a block only to customers without an active subscription in the “premium” group: !C::hasActiveSubscription($customer, 'premium')

• Show a block only to customers whose card is expiring this month: C::cardExpiringThisMonth($customer)

• Show a block only to customers who have never subscribed to the “basic” group: C::neverSubscribed($customer, 'basic')

Objects

All macros that are objects provide additional properties that can be displayed to the customer or used as conditions.

The object’s structure is the same as the structure you would receive from the API. Below is a list of all properties that you can use.

For arrays, you can apply modifiers. See the modifiers sections.

Customer object

Identity

Property	Type	Notes
customer.id	int	Unique customer ID
customer.loginName	string	Login e-mail address
customer.displayName	string	Full display name
customer.photo	string	Profile picture URL; empty string when not set
customer.accountType	int	0 = social/passwordless account, 1 = has credentials
customer.user_type	string	e.g. subscriber
customer.active	int	1 when the account is active
customer.clientId	int	Internal client identifier
customer.source	string	Acquisition source, e.g. organic

Location & profile

Property	Type	Notes
customer.country_code	string	ISO 3166-1 alpha-2 country code, e.g. NL
customer.country	string	Country name
customer.city	string	City name
customer.mobile	string	Mobile number in international format
customer.preferredLanguage	string	BCP 47 language tag, e.g. en
customer.dateOfBirth	int	Unix timestamp
customer.lastLogin	int	Unix timestamp of last login
customer.lastLoginCountry	int	Country ID at last login

Dates & cohorts

Property	Type	Notes
customer.creationDate	int	Account creation date as Unix timestamp
customer.creationDay	string	Day and month of creation in DDMM format, e.g. 0101
customer.registeredSinceCohort	string	Cohort bucket based on account age: M0, M1-3, M3-6, M6-12, Y1 – Y10+
customer.payment_expiry	int	Unix timestamp of the latest payment expiry
customer.maxExpiry	int	Unix timestamp of the furthest future subscription expiry
customer.minActivation	int	Unix timestamp of the earliest subscription activation
customer.totalSubscriptionDays	int	Cumulative active subscription days (rounded up)
customer.archiveCredits	int	Number of remaining archive credits

Preferences

Property	Type	Notes
customer.preferences	object	Full preferences object
customer.preferences.optout_marketing	string	"1" if opted out of marketing, "0" otherwise
customer.preferences.optout_marketing_date	int	Unix timestamp when the opt-out was recorded; 0 if not set
customer.preferences.country_code	string	Country code stored in preferences

Address

Property	Type	Notes
customer.address.street	string	Street and house number
customer.address.city	string	City
customer.address.postalCode	string	Postal / ZIP code
customer.address.country	string	ISO country code

Custom properties

Property	Type	Notes
customer.properties	object	Key-value pairs of custom fields set on the account

Payment

Property	Type	Notes
customer.payment	object	Latest payment; may be absent if no payments exist
customer.payment.id	int	Payment ID
customer.payment.status	string	e.g. completed
customer.payment.price	string	Amount as a decimal string
customer.payment.currency	string	ISO 4217 currency code, e.g. EUR
customer.payment.price_baseCurrency	string	Amount in the account’s base currency
customer.payment_tokens	object	Stored payment tokens keyed by provider name (e.g. stripe); only present when a token is on file
customer.payment_tokens.{provider}.token	string	Provider token
customer.payment_tokens.{provider}.guid	string	Internal GUID
customer.payment_tokens.{provider}.expiry	string	Card expiry date
customer.payment_tokens.{provider}.lastdigits	string	Last 4 digits of the card
customer.payment_tokens.{provider}.payment_method	string	e.g. card

Tags & segments

Property	Type	Notes
customer.tags	int[]	Array of tag IDs assigned to the customer
customer.tags[n]	int	ID of a single tag

Subscriptions

Property	Type	Notes
customer.subscriptions	array	All subscriptions on the account
customer.subscriptions[n].id	int	Subscription ID
customer.subscriptions[n].activationDate	int	Unix timestamp
customer.subscriptions[n].deactivationDate	int	Unix timestamp; 0 if still active
customer.subscriptions[n].status	int	1 = active
customer.subscriptions[n].product	int	Product ID
customer.subscriptions[n].group	string	Subscription group name
customer.subscriptions[n].paymentMethod	string	e.g. stripe
customer.subscriptions[n].nextRenewal	int	Unix timestamp of next renewal
customer.subscriptions[n].cancellationRequestDate	int	Unix timestamp; 0 if no cancellation requested

Channels

Property	Type	Notes
customer.channels	int[]	IDs of channels the customer is subscribed to
customer.channels_optout	int[]	IDs of channels where the customer has opted out or is inactive
customer.channels_timestamps_cohort	object	Cohort string keyed by channel ID indicating when the customer subscribed, e.g. { "1": "Y1" }
customer.channels_details	array	Detailed subscription info per channel
customer.channels_details[n].channelId	int	Channel ID
customer.channels_details[n].optout	int	1 if opted out
customer.channels_details[n].active	int	1 if active
customer.channels_details[n].timestamp	int	Unix timestamp of subscription
customer.channels_details[n].optout_timestamp	int	Unix timestamp of opt-out; 0 if not opted out

Engagement

Property	Type	Notes
customer.read_posts	int[]	IDs of posts the customer has opened
customer.click_posts	int[]	IDs of posts the customer has clicked
customer.read_time	object	Unix timestamp of last open per channel ID, e.g. { "1": 1718700000 }
customer.click_time	object	Unix timestamp of last click per channel ID

Order object

• order.id
• order.price
• order.status
• order.responseMessage
• order.lastUpdate
• order.timestamp
• order.userId
• order.paymentMethod
• order.cart (deprecated)
• order.price_matrix
• order.price_matrix.subtotal
• order.price_matrix.tax
• order.price_matrix.discount
• order.price_matrix.shipping
• order.price_matrix.total
• order.items_details (array)
• order.items_details[n].item
• order.items_details[n].price
• order.items_details[n].quantity
• order.items_details[n].item.description
• order.shippingStatus
• order.authorization
• order.address
• order.shipping_address
• order.shipping_price
• order.tax_price

Item object

Inside a Container or Columns block that has a data source set to: Product Items, you can use the below macros:

• item.price
• item.quantity
• item.item.description

Subscription object

• subscription.id
• subscription.activationDate
• subscription.deactivationDate
• subscription.status
• subscription.product
• subscription.product.description
• subscription.purchased_item
• subscription.purchased_item.name
• subscription.nextRenewal
• subscription.lastFailedOrder
• subscription.attempts
• subscription.referenceOrderId
• subscription.group
• subscription.group_name
• subscription.paymentMethod