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Updated Template Tags for Request and Campaign Cover Letters

This article applies to:Avalara CertCapture

When you need compliance documents from your customers, you can ask for them directly from CertCapture.  You can either send requests one customer at a time, or you can send requests to a group of customers all at one time by setting up and sending a campaign. When you send requests or campaigns, it's a good idea to include a cover letter, so your customers understand what you're asking for. 

When you're writing cover letters, insert template tags so that one letter can be sent to several customers and the information in each letter is customized for each recipient. For instance, you might insert the BUSINESS_NAME tag so that the cover letter you send to a customer contains their name.

With the release of CertCapture 6.6, some of the template tags used for cover letters are being updated. 

For almost all CertCapture customers, this update will take place automatically. There's nothing you need to do except be aware of the change and start using the new template tags. 

If for some reason Avalara isn't able to update your CertCapture template tags automatically, you'll see a message the next time you create or attempt to send a request or campaign. We'll ask you to create a new cover letter with the new tags or to update an existing cover letter with the new tags.

Old template tag New template tag

Important: This single template tag will replace both PORTAL_LOGIN and PORTAL_PASSWORD as a single string of characters your customers will need to access the new form submission portal.