You can automatically include the invoice number in your email subject or content using InputKit smart tags. This allows you to personalize each message and reference the correct transaction for every client.
Step 1 — Identify the Field Name
Before adding the invoice number to your email, you need to identify the exact field name used.
To do this:
Go to the Sending menu
Open an existing send
Locate the exact field name that contains the invoice number
For example:
invoice-number
This name will be used as the smart tag in your sequence.
Step 2 — Access the Relevant Sequence
Once the field name is identified:
Click on the Sequences menu
Select the sequence you want to modify
Click on the Email step
You can now edit the subject line or the email content.
Step 3 — Insert the Smart Tag
In the email subject or email body, insert the tag corresponding to the invoice number.
Example in English:
Mr. Tremblay, following the delivery of your vehicle for invoice {CUSTOM_FIELD_invoice_number}
Example in French:
Monsieur Tremblay, suite à la livraison de votre véhicule pour la facture {CUSTOM_FIELD_invoice_number}
When the message is sent, InputKit will automatically replace this tag with the correct invoice number for each client.
If the Tag Does Not Exist Yet
If you are using manual sends, you can create this tag yourself.
Make sure that:
Your CSV file includes a column containing the invoice numbers
The column name exactly matches the tag used in your email
For example:
CSV column name: invoice-number
Tag in the email: invoice-number
InputKit will automatically insert the correct invoice number for each client.
Result
The invoice number will be automatically included in each email sent, allowing you to:
Provide more professional communication
Personalize your messages
Clearly reference the client’s transaction
If you have any questions, feel free to reach out to us via the chat.