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Template Tags for Request and Campaign Cover Letters

This article applies to:Avalara CertCapture

Include a cover letter when you request compliance documents so your customer knows exactly what you're asking for. CertCapture uses template tags to add your customer's information to the cover letter so you can send one letter to several customers.

For example, the BUSINESS_NAME tag automatically fills in the name of the customer's business as it is listed in CertCapture. When Business A and Business B receive a request using this cover letter, they see their own business name in the text of the letter.

Use template tags when you create or edit cover letters to use in document requests.

Available template tags

Use the template tags below to customize your cover letter.

Template Tag Function
{{BARCODE}}
Barcode containing customer information.
{{CUSTOMER_REF_ID}}
Customer's unique identifier in CertCapture.
{{CUSTOMER_ALT_ID}}
An alternate ID for the customer, if added in CertCapture.
{{CUST_BUSINESS_NAME}}
Customer's business name.
{{CUST_ADDRESS1}}
First line of the customer's address.
{{CUST_ADDRESS2}}
Second line of the customer's address, if applicable.
{{CUST_CITY}}
Customer's city.
{{CUST_STATE}}
Customer's state.
{{CUST_ZIP}}
Customer's zip code.
{{CUST_COUNTRY}}
Customer's country code.
{{CUST_COUNTRY_ABBREVIATION}}
Customer's country name, abbreviated.
{{CUST_COUNTRY_NAME}}
Customer's country name.
{{CUST_CONTACT_NAME}}
Customer's contact name.
{{CUST_PHONE}}
Customer's phone number.
{{CUST_FAX}}
Customer's fax number.
{{CUST_EMAIL}}
Customer's email address.
{{ATTENTION}}
ATTN name of the person to correspond with.
{{SHIP_TO_STATE}}
Customer's state, where you have shipped goods or have an exemption exposure.
{{REJECTION_REASON_TABLE}}
Reason that a customer's certificate was rejected, in table format.
{{REJECTION_REASON_CSV}}
Reason that a customer's certificate was rejected, in CSV format.
{{VALIDATION_NOTE_TABLE}}
Notes for why the customer's certificate was rejected, if added by the person validating the document, in table format.
{{VALIDATION_NOTE_CSV}}
Notes for why the customer's certificate was rejected, if added by the person validating the document, in CSV format.
{{FROM_BUSINESS_NAME}}
The name of your business.
{{FROM_ADDRESS1}}
First line of your business address.
{{FROM_ADDRESS2}}
Second line of your business address, if applicable.
{{FROM_CITY}}
City where your business is located.
{{FROM_STATE}}
State where your business is located.
{{FROM_ZIP}}
Zip code where your business is located.
{{FROM_COUNTRY}}
Country where your business is located.
{{FROM_PHONE}}
Phone number of your business.
{{FROM_EMAIL}}
Email address of your business.
{{FROM_FAX}}
Fax number of your business.
{{CERTEXPRESS_ADDRESS}}
A link to CertExpress. Your customer can click this to provide a document, but will need to provide the request code at CertExpress to begin.
{{CERTEXPRESS_ADDRESS_WITH_CODE}}
A link to CertExpress, but with the request code included in the URL. By clicking this, your customer launches CertExpress and does not need to provide the request code.
{{CERTEXPRESS_REQUEST_CODE}}
A unique request code that your customer can use to complete the document request. Entered at CertExpress.
{{CUSTOM_MESSAGE}}
Any custom message text you include when creating your request.
{{RETURN_DATE}}
The date your customer must return the requested document.
{{SEND_DATE}}
The date your customer is sent the document request.
{{USER_NAME}}
Your username.
{{USER_EMAIL}}
Your email address used to sign into CertCapture.
{{USER_PHONE}}
Your phone number as entered into CertCapture.

Example of a cover letter using template tags

An example of how template tags work in the Standard Request cover letter in CertCapture.

Template Tag View Customer View
CertCap-TemplateTags-Templates.png CertCap-TemplateTags-Filled.png