Email Merge Tags

Mary

Jack

Alister

Michael

e-Bike

Own Bike

Discovery

A count of Passengers actually booked with this Provider (not Tour PAX count)

April 25.  Check this, I think there is another newer one which has been tested.  

From the Departure | Details | Details | Departure type field.  Especially good for setting conditional sections.  

Tested in DEMO 11 March.  successful.  

Added Mar 1, not yet tested.

Tested in DEMO 11 March.  successful. 

Booking status of the Client

Tested in DEMO 11 March.  successful. 

Mandy Barker [ 311.00 ]

Andy Barker [ 0.00 ]

Callum Barker [ 0.00 ]

Mandy B [ e-Bike, Gel Seat Cover, Chilly Bin, Helmet, Helmet - Own, Pedals - Flat (Specialised) ]

Andrew B [ e-Bike, Gel Seat Cover, Chilly Bin, Helmet, Helmet - Own, Pedals - Flat (Specialised) ]

The First name of the 'Client'. NOTE: If a preferred name has been entered, Odyssey will do a calculation and 'fill-in' the Preferred name.

This field can be added onto the button for the Cognito Forms Client Details link. An update to the script for this merge tag may need to be pushed to older client Ody files to allow this.

Freeflow text entered entered at the time of sending the email, to allow for personalised or client specific comments prior to the generated email being sent.   This block of text should sit at the beginning of constructed email.

**Tanya recommends that the Intro and Footer text blocks remain in every email template at all times. The reason for this is that we cannot control whether a user enters text in either or both sections. If one or both blocks are removed from the email, there will be no visual indication within Odyssey to guide users on which one to use. This could lead to important text not being included in the email without the user realizing it, which poses a risk and is not a best practice in terms of design and functionality.

Client Room Sharing list

STILL TO COME tested 2 April, not working

showing the equipment hired by the PayeeList

K = Bike

X = Extras

Y = Accessory

And these are the details of all of the client being paid for by one person..

Added March 25,  Not yet successfully tested.  See #4331

taken  from the company finance settings?

add the character "%" in the email body text.

11 March 25 Tested in DEMO, successful. 

eg: 2.35

{{var:AgeAlert:""}}

Used to include a section if the client age is over a certain value, so that additional content can be added to email template, e.g. over 75, a Medical Certificate would be required.

This merge tag works by

a) Based on Settings | Client settings | Age Alert Field   e.g. 75

b) the client's DOB needs to be over 75 at the start of the tour.   You will see this on the Tour | Booking | Personal | Medical tab | Age at Tour 'start field' will have an age calculated based on their DOB and Tour start date.  An (!)alert will show if over the settings in a) 

If the email template has a conditional text section which says "Show this field if AgeAlert=1", then the text will be included.  

17 March 2025, tested in DEMO, good.

This was requested to be a long date field, created by

• Tour start date {{var:L3Start:""}}
• MINUS
• the Balance due figure selected in Finance Default Settings #1

11 March 25, tested in DEMO, it works, but result is not long date field, it's 19/03/2024

On  16 March in DEMO this mergetag was renamed to {{var:BalDueDateLong:""}} from {{var:BalDueDate:""}} and has yet to be retested

e.g. Tuesday, 19 March 2024

as above, but in US Date format

in DEMO only

Mandy Barker: Vegan Dairy Free

Andy Barker: None 

Callum Barker: Vegetarian

{{var:DateStartLong:""}}

Start Date of the Tour 

11 March 2025 tested in DEMO, successful

{{var:DateEndLong:""}}

End Date of the Tour

11 March 2025 tested in DEMO, successful

{{var:DateStartLongUSA:""}}

Start Date of the Tour in US format

11 March 2025 tested in DEMO, successful

End Date of the Tour in US format

11 March 2025 tested in DEMO, successful

For guides etc to see who has completed the equipment waiver form?

30 March 2025

not yet tested by Claire

MergeTag: RoomsRequired = L4 level Generic Accomm selections, shown as a list format.

[ Rooms’ Typology (standard, superior, sea view, etc) ]

MergeTag: ProviderProduct = L3 level Product selected for the whole Tour

We do NOT have a Mergetag for the ACTUAL L4 Provider Products selected, as that’s only shown on the Rooming List PDF, they can send as an attachment. Seems we do NOT offer a MergeTag of ACTUAL rooms…

For including the Specific Rooming Products  and sharing selections selected by each customer, as shown on the RoomingSummaries tab

Added 26 March 2025,  tested successfully

Accomm Product - Al Pacino, Tanya Turner

Accomm Product - Billy Bob

Accomm Product - Callum Barker

Accomm Product - Jack Underwood, Tom Fernley

Accomm Product - Mandy Barker, Andy Barker

Accomm Product - William Barnes

For including the Generic Rooming Products and sharing selections of each customer, as shown on the RoomingSummaries tab

Added 26 March 2025, tested successfull

Double - Ensuite - Al Pacino, Tanya Turner

Double - Ensuite - Jack Underwood, Tom Fernley

Double - Ensuite - Mandy Barker, Andy Barker

Double - Ensuite - William Barnes

Single - Billy Bob

Single - Callum Barker

For including the customer name with the generic room type they require.  (no sharing is shown)

Added 26 March 2025, tested successfully

Mandy Barker [ Double - Ensuite ]

Andy Barker [ Double - Ensuite ]

Callum Barker [ Single ]

Tanya Turner [ Double - Ensuite ]

Al Pacino [ Double - Ensuite ]

Billy Bob [ Single ]

Tom Fernley [ Double - Ensuite ]

Jack Underwood [ Double - Ensuite ]

William Barnes [ Double - Ensuite ]

Holds values regardless of the type of Provider, eg: How many pax are on a Helicopter ride, or Mapua Ferry, as well as how many are staying at a certain Accomodation.

 Added April 2025, tested. 

had been created and will display results like this:

It is purely the Name of the Client, their Room Type of Selected Room (not Generic), & their chosen Meal... (not the general meal..this is the meal assigned to THEM)

Please note this does NOT include details of who are sharing rooms.

 Added April 2025, not yet tested 

Caro Wise : Twin Beds - Ensuite - Breakfast

Gerry Willis : Twin Beds - Ensuite - Breakfast

Glenn Castle : Twin Beds - Ensuite - Breakfast

Penny Castle : Twin Beds - Ensuite - Breakfast

Sharyn Willis : Twin Beds - Ensuite - Breakfast

Willy Roxburgh : Twin Beds - Ensuite - Breakfast

This is NOT a specific Merge tag, but a combination of 1 merge tag & 2 fields from Odyssey.

L3Code + MailJet Template Short Description + Company Name,  Which might look like: [ CSATM3 - Balance payment required - Bill's Cycle Tours ]