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Using the output templating

By Tom Bristol
June 4, 2024

The Output Template in the Action is a way for you to format how the Addresses of your routes will be displayed, and use it in SMS/Email as output down in the workflow.

Screenshot-2024-06-04-at-2.04.56 PM.png

These are the available MergeTags/Variables for you to use:

  • [[ name ]] - the name of the customer

  • [[ phone ]] - phone number

  • [[ address ]] - his/her address

  • [[ email ]] - his/her registered email

  • [[ contact_id ]] - HighLevel Contact ID

  • [[ company ]] - company name

  • [[ geocode_status ]] - is the geocoding of the address valid

  • [[ optimize_status ]] - is there any failure during route optimization of this address

  • [[ latitude ]] - GPS latitude

  • [[ longitude ]] - GPS longitude

You can draft however you want with the merge tags.

or, you can copy these ready made templates:

Simple - e.g: SMS / Note

Screenshot-2024-06-04-at-8.30.39 PM.png

Name: [[name]]
Address: [[address]]
Phone: [[phone]]

Fully styled - e.g: Email

Screenshot-2024-06-04-at-8.26.10 PM.png

<div style="margin-bottom: 20px; border: 1px solid #ddd; padding: 10px; border-radius: 8px;">

<div style="font-size: 18px; font-weight: bold; color: #333;">[[name]]</div>

<div style="margin-bottom: 5px;"><span>Phone:</span> <span style="font-weight: bold;">[[phone]]</span></div>

<div style="margin-bottom: 5px;"><span>Address:</span> <a style="font-weight: bold;" href="[[latitude]],[[longitude]]" target="_blank">[[address]]</a></div>

<div style="margin-bottom: 5px;"><span>Email:</span> <span style="font-weight: bold;">[[email]]</span></div>

<div style="margin-bottom: 5px;"><span>Company:</span> <span style="font-weight: bold;">[[company]]</span></div>


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