Caris DMS personalization tags are placeholders in the form {{ field_name }} that are replaced with customer, company and vehicle data from Caris DMS when the email is sent. You insert them into the subject or body of emails connected to Quanda HUB automations, for example a service visit reminder or a warranty expiry notice.
How to insert a tag into an email
- Open the email connected to the Quanda HUB automation for Caris DMS.
- Copy the tag from the tables below exactly in the form shown, including the curly brackets and spaces.
- Paste it into the subject or the text of the email.
If a value is missing for the customer or the vehicle, the tag stays empty and nothing appears in its place in the email. Write the sentence so that it makes sense without the value.
Example: a service visit reminder with Caris DMS tags
Tags with customer and company data
| Data | Tag |
|---|---|
| Title before the name | {{ customer_title_before }} |
| First name | {{ customer_first_name }} |
| Middle name | {{ customer_second_name }} |
| Last name | {{ customer_last_name }} |
| Title after the name | {{ customer_title_after }} |
| Date of birth | {{ customer_birth_date }} |
| Gender | {{ customer_sex }} |
{{ customer_email }} |
|
| Company name | {{ company_name }} |
| Company street | {{ company_street }} |
| Company city | {{ company_city }} |
| Company zip code | {{ company_postal_code }} |
| Company country | {{ company_state }} |
Tags with vehicle data
| Data | Tag |
|---|---|
| Manufacturer | {{ car_manufacturer }} |
| Body type | {{ car_body_type }} |
| Model | {{ car_model }} |
| Vehicle type | {{ car_type }} |
| Color | {{ car_color }} |
| License plate | {{ car_registration_plate }} |
| Mileage | {{ car_kilometers }} |
| Date of sale | {{ car_sell_date }} |
| Financing end date | {{ car_financing_end_date }} |
| Warranty end date | {{ car_warranty_end_date }} |
| Last service visit date | {{ car_last_service_date }} |
| Next planned service visit date | {{ car_next_planned_service_date }} |
| Technical inspection expiry date | {{ car_inspection_expiry_date }} |
Related guides
- Personalization in campaigns: the salutation and other tags based on contact data.
- Personalization tags for the BlueJet CRM and Quanda HUB integration.
- Connect Quanda with your website, CRM or other software: an overview of all connection options.
Do you have questions? We will be happy to answer them. Just contact our customer support at +420 605 163 892, e-mail: support@onquanda.com.
Frequently asked questions
Into the subject or body of an email connected to a Quanda HUB automation for Caris DMS. Insert the tag exactly in the form shown, including the curly brackets and spaces.
The tag stays empty and nothing appears in its place in the email. Write the sentence around the tag so that it makes sense without it, or send the email only to customers who have the value filled in.
No. Quanda HUB fills the vehicle and company tags from Caris DMS, so they work in emails connected to its automations. In regular campaigns you use personalization tags based on contact data, for example the salutation.
Manufacturer, model, vehicle and body type, color, license plate, mileage and the dates of sale, end of financing, end of warranty, last and next service visit and technical inspection expiry.
Quanda HUB is a paid extension that you activate with the Professional or Enterprise plan. You will find the price on the pricing page.