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Smart Fields Document
Pixally CRM
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Email Template

Smart Fields for Email Template Module (Agency Side)

1. Project Info

  • Project Name
  • Lead Source
  • Sender’s/Account Owner’s Name
  • Email Signature
  • Selected Package

2. Event Info

Tooltip Text - Smart fields in this section pull information from the Primary Event of a project. If a project contains multiple events (e.g., Engagement, Wedding), the data will default to the event marked as Primary. When using an email template within a specific project, users can review and adjust these fields before sending the email.

  • Event type
  • Event Date
  • Event Start Time
  • Event End Time
  • Event Status
  • Primary Venue
  • Hours of Coverage
  • Number of Edited Images
  • Number of Photographers
  • Number of Videographers
  • Number of Content Creators
  • Number of Drone Operators
  • Number of Assistants
  • Deliverables

3. Service Info

Tooltip Text - Smart fields in this section pull the Service Area and Service Type (e.g., Photography, Videography, Content Creation) from the Primary Event in the project. When an email template is used within a project, these values will automatically populate but can be reviewed and adjusted before sending the email.

  • Service Area
  • Service Type (Photography, Videography, Content Creation)

4. . Brand Info

  • Brand Name
  • Brand Address
  • Brand Phone Number
  • Brand Email
  • Brand Website
  • Project Manager Name
  • Project Manager Email
  • Project Manager Phone

5. Agency Info

  • Agency Owner name
  • Agency Name
  • Agency Email
  • Agency Phone Number
  • Agency Type
  • Agency Address
  • Agency Website

6. Client Info

  • Primary Client First Name
  • Primary Client Last Name
  • Primary Client Full Name
  • Primary Client Address
  • Primary Client Phone Number
  • Primary Client Role
  • Primary Client Initials
  • Primary Client Email
  • Primary Client Organization Name
  • Second Client First Name
  • Second Client Last Name
  • Second Client Full Name
  • Second Client Address
  • Second Client Phone Number
  • Second Client Role
  • Second Client Initials
  • Second Client Email
  • Second Client Organization Name
  • Third Client First Name
  • Third Client Last Name
  • Third Client Full Name
  • Third Client Address
  • Third Client Phone Number
  • Third Client Role
  • Third Client Initials
  • Third Client Email
  • Third Client Organization Name

7. Payment

  • Total Project Price
  • Total Tax
  • Default Tax
  • Sub Total
  • Late Fee
  • Payment Schedule
  • First Payment Amount
  • First Payment Due date
  • Second Payment Amount
  • Second Payment Due date
  • Third Payment Amount
  • Third Payment Due date
  • Last Payment Amount
  • Last Payment Due date

8. Other

  • Today’s Date
  • List of all created Custom fields

Email Module

Smart Fields for Email Module (Agency Side)

1. Project Info

  • Project Name
  • Lead Source
  • Sender’s/Account Owner’s Name
  • Email Signature
  • Selected Package

2. Event Info

Tooltip Text - Smart fields in this section display event-specific details (such as date, venue, coverage hours, and deliverables). If a project contains multiple events, the fields will appear separately for each event using the event name (e.g., Wedding, Engagement) and will pull data from the respective event.

  • Wedding Event Type
  • Wedding Event Date
  • Wedding Event Start Time
  • Wedding Event End Time
  • Wedding Event Status
  • Wedding Primary Venue
  • Wedding Hours of Coverage
  • Wedding Number of Edited Images
  • Wedding Number of Photographers
  • Wedding Number of Videographers
  • Wedding Number of Content Creators
  • Wedding Number of Drone Operators
  • Wedding Number of Assistants
  • Wedding Deliverables

3. Service Info:

Tooltip Text - Smart fields in this section display service-related information for each event, such as Service Area and Service Type (Photography, Videography, Content Creation). When multiple events exist in a project, these fields will be listed separately under each event and will pull data from the respective event.

  • Wedding Service Area
  • Wedding Service Type (Photography, Videography, Content Creation)
  • Engagement Service Area
  • Engagement Service Type (Photography, Videography, Content Creation)

4. . Brand Info

  • Brand Name
  • Brand Address
  • Brand Phone Number
  • Brand Email
  • Brand Website
  • Project Manager Name
  • Project Manager Email
  • Project Manager Phone

5. Agency Info

  • Agency Owner name
  • Agency Name
  • Agency Email
  • Agency Phone Number
  • Agency Type
  • Agency Address
  • Agency Website

6. Client Info

  • Primary Client First Name
  • Primary Client Last Name
  • Primary Client Full Name
  • Primary Client Address
  • Primary Client Phone Number
  • Primary Client Role
  • Primary Client Initials
  • Primary Client Email
  • Primary Client Organization Name
  • Second Client First Name
  • Second Client Last Name
  • Second Client Full Name
  • Second Client Address
  • Second Client Phone Number
  • Second Client Role
  • Second Client Initials
  • Second Client Email
  • Second Client Organization Name
  • Third Client First Name
  • Third Client Last Name
  • Third Client Full Name
  • Third Client Address
  • Third Client Phone Number
  • Third Client Role
  • Third Client Initials
  • Third Client Email
  • Third Client Organization Name

7. Payment

  • Total Project Price
  • Total Tax
  • Default Tax
  • Sub Total
  • Late Fee
  • Payment Schedule
  • First Payment Amount
  • First Payment Due date
  • Second Payment Amount
  • Second Payment Due date
  • Third Payment Amount
  • Third Payment Due date
  • Last Payment Amount
  • Last Payment Due date

8. Other

  • Today’s Date
  • List of all created Custom fields

Client Contract

Smart Fields for Client Contract

1. Project / Event

  • Project Name
  • Event Type (Wedding, Engagement, Corporate, etc.)
  • Lead Source
  • Event Date
  • Event End Date (In case of multiday events)
  • Event Start Time
  • Event End Time
  • Event Status
  • Event Service Area
  • Primary Venue
  • Selected Package
  • Hours of coverage
  • Number of edited images
  • Number of Photographers
  • Number of Videographers
  • Number of Content Creators
  • Number of Drone Operators -
  • Number of Assistants -
  • Deliverables

Important Note: If a project contains more than one event, the smart field should display based on the types of events included. For example, if the project includes both a Wedding and an Engagement, the smart fields for the project should be:

  • Wedding Date, Wedding End Date (In case of multiday events), Wedding Start Time, Wedding Venue, Wedding Hours of coverage, etc.
  • Engagement Date, Engagement End Date (In case of multiday events), Engagement Start Time, Engagement Venue, Engagement Hours of coverage, etc.

2. Service Details:

  • Service Area
  • Service Type (Photography, Videography, Content Creation)

3. Brand Information

  • Brand Name
  • Brand Address
  • Brand Phone Number
  • Brand Email
  • Brand Website
  • Project Manager Name
  • Project Manager Email
  • Project Manager Phone

4. Agency Information

  • Agency Owner name
  • Agency Name
  • Agency Email
  • Agency Phone Number
  • Agency Type
  • Agency Address
  • Agency Website

5. Client

  • Primary Client First Name
  • Primary Client Last Name
  • Primary Client Full Name
  • Primary Client Address
  • Primary Client Phone Number
  • Primary Client Role
  • Primary Client Initials
  • Primary Client Email
  • Primary Client Organization Name
  • Second Client First Name
  • Second Client Last Name
  • Second Client Full Name
  • Second Client Address
  • Second Client Phone Number
  • Second Client Role
  • Second Client Initials
  • Second Client Email
  • Second Client Organization Name
  • Third Client First Name
  • Third Client Last Name
  • Third Client Full Name
  • Third Client Address
  • Third Client Phone Number
  • Third Client Role
  • Third Client Initials
  • Third Client Email
  • Third Client Organization Name

6. Payment

  • Total Project Price
  • Total Tax
  • Tax Rate
  • Sub Total
  • Late Fee
  • Payment Schedule
  • First Payment Amount
  • First Payment Due date
  • Second Payment Amount
  • Second Payment Due date
  • Third Payment Amount
  • Third Payment Due date
  • Last Payment Amount
  • Last Payment Due date

7. Other

  • Today’s Date
  • List of all created Custom fields

Service Agreement

1. Project / Event

  • Project Name
  • Event Type (Wedding, Engagement, Corporate, etc.)
  • Lead Source
  • Event Date
  • Event End Date (In case of multiday events)
  • Event Start Time
  • Event End Time
  • Event Status
  • Event Service Area
  • Primary Venue
  • Selected Package
  • Hours of coverage
  • Number of edited images
  • Number of Photographers
  • Number of Videographers
  • Number of Content Creators
  • Number of Drone Operators
  • Number of Assistants
  • Deliverables

2. Service Details:

  • Service Type (Photography, Videography, Content Creation)
  • Service Area

3. Brand Information

  • Brand Name
  • Brand Address
  • Brand Phone Number
  • Brand Email
  • Brand Website
  • Project Manager Name
  • Project Manager Email
  • Project Manager Phone

4. Agency Information

  • Agency Owner name
  • Agency Name
  • Agency Email
  • Agency Phone Number
  • Agency Type
  • Agency Address
  • Agency Website

5. Contractor Details

  • Contractor Name
  • Contractor Email
  • Contractor Phone
  • Contractor Address
  • Contractor Travel Fees
  • Contractor Pay rate
  • Contractor Role
  • Lead Shooter Name
  • Second Shooter Name (if applicable)
  • Drone operator Name
  • Assistant Name
  • Contractor Speciality

6. Other

  • Today’s Date
  • List of Custom fields
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