How-to: Use Email Shortcodes

Win clients by personalizing the emails you send to them.

Why use Shortcodes when sending emails?

  • Send mass emails that are personalized to each traveler 
  • Spend less time writing emails and more time planning your trips

Using SHORTCODES will allow you to send one email without worrying about filling in each traveler's individual information. So all you have to do is input the Shortcode into your email, and YouLi will do the rest!

EXAMPLE: [InviteeFullName] will be replaced by the traveler's full name. Which means. Each traveler will receive a personalized email.

  • Ensure that there are no typos for important information such as pricing and due dates.
  • Make sure you have brackets [ ] on each side of the code

Available Shortcodes

This is the complete list of email message Shortcodes.

IMPORTANT NOTE: shortcodes are case sensitive!

  • [AmountDueWithCurrency] - inputs the amount the traveler receiving the email still owes in its place 
  • [TotalTripPrePayWithCurrency] - inputs the total cost of the trip. Whether the traveler has paid part of it or not, this will always stay the same unless the trip planner changes the cost.
  • [TripName] - inputs the name of the trip in its place
  • [InviteeFullName] - inputs the traveler's full name in its place 

How To Use Shortcodes in Your Emails  

  1. Click to MANAGE PEOPLE
  2. Select the travelers you would like to send the message to, by clicking the checkbox next to their name 
  3. Click SEND MESSAGE

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  4. Fill in the message using the Shortcodes

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  5. Select SEND NOW 
  6. Here is what your traveler will see! Screen_Shot_2021-12-01_at_3.24.17_PM.png

 


Need more help?

Schedule a 1:1 Consulting meeting with a YouLi expert, and we will walk you through the best practices of client email flow and help set up the messaging that best fits your brand.