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User Information Shortcodes

The User Information Shortcodes feature allows administrators to dynamically insert specific user details into email templates and system messages. Its primary purpose is to personalize automated communications—such as password reset emails or portal greetings—by automatically pulling data directly from the recipient's user profile. This article is intended for OPS-COM administrators responsible for configuring system communications and customizing templates.

Setup and Configuration

This feature involves adding specific formatting strings directly to your system templates or messages.

Admin Side: Administrators must have the appropriate system role permissions enabled to access and edit email templates or system messaging pages.

  1. Navigate to the specific email template or system message you wish to modify.

  2. Insert the required shortcode syntax into the text editor exactly where you want the user data to appear.

  3. Save the template or message.

Using this Feature

Administrators can use the following specific shortcodes to construct dynamic and personalized communications. To use them, simply type or paste the exact shortcode string into the text editor of your chosen email template or system message.

Shortcode Description
[user show="firstname"] Returns the first name of the user account receiving the email or messaging.
[user show="lastname"] Returns the last name of the user account receiving the email or messaging.
[user show="email"] Returns the email address of the user account receiving the email or messaging.
[user show="username"] Returns the username of the user account receiving the email or messaging.
[user show="salutation"] Returns the salutation of the user account receiving the email or messaging.

Keep in mind that these shortcode descriptions are also conveniently located directly on the email template configuration page for lost passwords, allowing for quick reference while actively drafting recovery emails.

Best Practices and Considerations

  • Maintain exact syntax: Ensure shortcodes are typed exactly as shown, including the brackets and quotation marks. Any typographical errors will cause the shortcode to break, resulting in the raw, bracketed code displaying to the end-user instead of their information.

  • Use personalization to improve engagement: Incorporate the user's first name in greetings to make automated emails feel more personal and professional. For example, opening an email with "Hello [user show="firstname"]," is much more engaging than a generic greeting.

  • Test templates thoroughly: Always send a test email or preview a system message after inserting new shortcodes. This verifies that the tags are correctly pulling the intended user data and formatting properly within the layout before the messages are dispatched to active users.

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