A shortcode is a simple yet effective way of adding content to a page without having to resort to programming. The term shortcode is generally translated as "short code" in French.
For example, a shortcode could be :[add_product_photos]or even [add_product_photos extension="jpeg"]
In the first case, all product photos would be added to the page. In the second case, an "extension" attribute specifies that only photos with a jpeg extension should be added to the page.
And in Kafinea? #
The shortcodes currently available in Kafinea can be used to send automatic emails via workflows, and are as follows:
Add the PDF of a document to a workflow concerning this document #.
For example, for a workflow that automatically sends an email to a customer for an invoice that is due but not yet paid, you can insert the following code in the email to attach the PDF of the invoice concerned.[mds-pdf-template num="0005"]
In this example, 0005 is the number of the PDF template to be used.
Add record attachments when automatically sending an email concerning this record #.
For example, in a workflow linked to a record contact and in which there is an email sending task, it is possible to attach to this email all the documents linked to this record contact.[mds-document-related select="all"]
In this example, the select allows you to select all the documents linked to this contact record .
Note attribute: "All" is currently the only possible value for the select and is actually limited to the first 10 linked documents.
Adding a specific document to an automatic email
In some cases, it may be necessary to attach a specific document to an automatic e-mail. For example, to send a sales brochure to a prospect who has just registered via the website.[mds-document num="DOC1234"]
In this example, DOC1234 is the document number. This document does not need to be linked to the prospect record beforehand in order to be attached to the email.
Other shortcodes #
Other shortcodes can be added to suit your Kafinea integration and configuration needs. Please do not hesitate to contact us.
Tip : It's easy to forget what a shortcode corresponds to in an email template. It is therefore possible to add an attribute which is not significant for Kafinea, but which will serve as a memory aid in the future.
For example: [mds-pdf-template num="0005″ memo="PDF invoice with blue logo"]