Tokens for Email Reminders

[swalden]

I'm working on setting up email reminders for unsubmitted card transactions specific for my company, and I get a little popup saying to "use these tokens as placeholders for the specific values"  (see screenshot).  I've also seen another rule with a %4% token.  

My question is -- where do I find a list of what each of these tokens refer to?  

I know %2% is tied to User Name and %3% is tied to Number of Records, but what are all the others?  What is %1% tied to?  Are these assigned by the company admin (me) or are they assigned by Concur? 

[swalden]

Following up -- I actually figured it out.   There's an online guide I discovered.  I should probably check there before I post discussions here. 

But if anyone needs to know:

%1% is Logon URL

%2% is User Name

%3% is Number of Records

%4% is List of Records

%5% is Approver Name

Hope this helps!

[KevinD]

@swalden I was just about to post the link to the Email Reminder Setup Guide. 

[GraceF]

I've suggested this before, but I would LOVE for the user's preferred name to be associated with %2% and likewise for %5% to match the Approver's preferred name. Any tips on where else I can make this suggestion would be greatly appreciated!

[GraceF]

An email that connects with the recipient is going to be more effective. I don't need to use someone's first and last government name, i need just the name they go by. For example, I want to address an email to John, not "Johnathon Smith"

[GraceF]

Another thing i would like is a field that i can select whether i want to copy the email to delegates, there is a "copy to approver" option, but delegates should see these messages too.

[grodriguezproje]

Hi @GraceF 

Did you test already if the delegate doesn't receive the email? when you assign a delegate the options to receive emails are there.

If this answers your query, then please mark solution as accepted.

Thanks!