Default Email Templates & Available Placeholders

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This document serves as a central reference for all default system emails and the placeholders that can be used while designing or customizing email content.



1. List of Default Emails​

The following default emails are supported:

  1. Payment Successful Email
  2. Payment Failure Email (To Merchant)
  3. Subscription Expired Email
  4. Subscription Cancelled Email
  5. Subscription Cancellation Schedule Email
  6. Payable Invoice Email
  7. Payment Term Email
  8. Offline Payment Renewal Email
  9. Payment Term Details Email
  10. Free Plan Email
  11. Refund Email
  12. Trial Plan Email (To Merchant)
  13. Payment Renewal Email
  14. Free Trial Expired Email
  15. Successful Affiliate Registration Email
  16. Affiliate Request Email
  17. Affiliate Approval Email
  18. Reject Affiliate Request Email
  19. Plan Downgrade Email
  20. Plan Upgrade Email
  21. Client Portal Invitation Email
  22. Client Portal Forgot Password Email
  23. Client Portal Verification Email
  24. Subscription About To Expire Email
  25. Subscription About To Renew Email
  26. Subscription About To Cancel Email
  27. Subscription Trial About To End Email
  28. New Commission Earned Email
  29. Stripe SCA Confirmation Email
  30. Payment Initiation Email
  31. Overdue Email

2. Available Placeholders​

Placeholders dynamically fetch system data and can be used inside the email subject or body.


A. Customer Details​

FieldPlaceholderDescription
Customer ID{{CustomerId}}Unique customer ID (e.g., 9428fdf6393236140702749)
First Name{{FirstName}}Customer's first name
Last Name{{LastName}}Customer's last name
Full Name{{FullName}}Customer's full name
Company Name{{CustomerCompanyName}}Customer company name (as added in details)
Website{{CustomerWebsite}}Customer website
Phone Number{{CustomerPhone}}Customer phone number

B. Organisation / Merchant Details​

FieldPlaceholderDescription
Merchant Name{{UserName}}Merchant or account holder name
Company Name{{CompanyName}}Merchant company name
Company Logo{{CompanyLogo}}Logo added in PSB account
Email{{Email}}Merchant Pabbly account email
Phone Number{{Phone}}Phone number added in Pabbly account

C. Payment & Invoice Details​

FieldPlaceholderDescription
Invoice Date{{InvoiceDate}}Invoice creation date
Invoice Number{{InvoiceNumber}}Unique invoice number
Invoice Amount{{InvoiceAmount}}Total invoice amount
Invoice Due Date{{InvoiceDueDate}}Due date for invoice payment
Payment Amount{{PaymentAmount}}Amount paid
Currency Symbol{{CurrencySymbol}}Currency symbol (₹, $, etc.)
Invoice Link{{InvoiceLink}}Direct invoice payment link
Add-ons{{Addons}}Add-ons included in invoice
Invoice Expiry Date{{InvoiceExpiryDate}}Invoice expiration date
Transaction ID{{TransactionId}}Payment transaction ID
Card Last 4 Digits{{CardEndNumber}}Last 4 digits of card (Stripe emails only)
Order Number{{OrderNumber}}Order number generated before invoice
License Name{{LicenseName}}License name (if license feature enabled)
License Codes{{LicenseCodes}}License codes assigned

D. Subscription Details​

FieldPlaceholderDescription
Subscription ID{{SubscriptionId}}Subscription ID of purchased plan
Product Name{{ProductName}}Product name
Plan Name{{PlanName}}Subscription plan name
Subscription Expiry{{ExpiryDate}}Subscription expiry date
Pay Frequency{{PayFrequency}}Billing frequency value
Pay Frequency Unit{{PayFrequencyUnit}}Billing frequency unit (Days/Months/Years)
Recurring Price{{RecurringPrice}}Recurring billing amount
Next Billing Date{{NextBillingDate}}Next scheduled billing date
Setup Fee{{SetupFee}}One-time setup fee (if applicable)
Subscription Amount{{SubscriptionAmount}}Total subscription amount
Old Subscription Amount{{OldSubscriptionAmount}}Previous amount (upgrade/downgrade only)

E. Refund Details​

FieldPlaceholderDescription
Refund Amount{{RefundAmount}}Refunded amount

F. Trial Details​

FieldPlaceholderDescription
Trial Period{{TrialPeriod}}Trial duration (e.g., 15 days, 1 month)
Trial Type{{TrialType}}Trial type
Trial Activation Date{{TrialActivationDate}}Trial start date
Trial Subtotal{{TrialSubTotal}}Total amount for trial plan
Trial Expiry Date{{TrialExpiryDate}}Trial end date

G. Affiliate Details​

FieldPlaceholderDescription
Affiliate Name{{AffiliateName}}Affiliate name
Affiliate Email{{AffiliateEmail}}Affiliate email address
Affiliate Billing Address{{AffiliateBillingAddress}}Affiliate billing address
Portal Link{{PortalLink}}Client/Affiliate portal link
Commission Amount{{CommissionAmount}}Commission earned
Commission Payment Cycle{{CommissionPaymentCycle}}Commission payout cycle

Notes​

  • Not all placeholders apply to every email type.
  • Only relevant placeholders will populate based on the email trigger.
  • Unsupported placeholders will remain blank if used incorrectly.
  • If you require information about any placeholder that is not included in this release, please reach out to [email protected] for further clarification.

 
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