Auto-Populating Vendor Details in Email Templates Using Dynamic Variables
You can auto-populate vendor details using dynamic variables when communicating with business owners and other users using email templates.
For more information on creating and configuring your email template, see Emails: Branding & Templates.
Supported Template Variables
Removing the underscore or reformatting the variable name in any way will cause it to fail.
|
Email Template |
Template Description |
Variable |
|---|---|---|
|
Vendor Assessment Assigned |
A vendor assessment has been assigned. |
__CompanyName__ __AssessmentName__ __CommentorName__ __PrimaryRecordName__ |
|
Vendor Assessment Assigned (No Approver) |
A vendor assessment has been assigned with no approver. |
__CompanyName__ __AssessmentName__ __CommentorName__ __AssignedAssessmentComment__ __PrimaryRecordName__ |
|
Vendor Assessment Automatically Assigned |
A vendor assessment has been assigned automatically. |
__CompanyName__ __AssessmentName__ __AutoTriggeredAssessmentName__ __PrimaryRecordName__ |
|
Vendor Assessment Rejected |
Email sent to respondents when a vendor assessment is completed, and the result is set to rejected. |
__CompanyName__ __AssessmentId__ __AssessmentName__ __AssessmentStage__ __AssessmentDeadline__ __RejectedByEmail__ __RejectedByName__ |
|
Vendor Assessment Submitted |
A vendor assessment has been submitted for approval. |
__AssessmentName__ __AssessmentLeadEmail__ __AssessmentLead__ |
|
Vendor Assessment Completed |
A vendor assessment has been completed. |
__CompanyName__ __AssessmentName__ |
|
Vendor Assessment Automatically Completed, New Assessment Triggered |
Based on responses, a vendor assessment has been automatically completed and a new assessment has been triggered. |
__CompanyName__ __AssessmentName__ __AutoTriggeredAssessmentName__ __PrimaryRecordName__ |
|
Vendor Assessment Info Needed Without Approver |
A commenter needs additional information (no approver). |
__CompanyName__ __AssessmentName__ __CommentorName__ __MoreInfoComment__ |
|
Vendor Assessment Info Needed Request Responded |
A response has been added to an information request for a vendor assessment. |
__CompanyName__ __AssessmentName__ __CommentorName__ __MoreInfoComment__ |
|
Vendor Assessment Info Needed Request Closed |
After reviewing an information request, the request has been closed and requires no further action. |
__CompanyName__ __AssessmentName__ __CommentorName__ |
|
Vendor Assessment Info Needed Request Reopened |
A previously closed info request has been reopened and requires review. |
__CompanyName__ __AssessmentName__ __CommentorName__ __MoreInfoComment__ |
|
Vendor Assessment Approver Assignment |
A vendor assessment has been assigned to an approver. |
__CompanyName__ __AssessmentName__ |
|
Vendor Assessment Reminder |
A vendor assessment reminder. |
__CompanyName__ __AssessmentName__ __AssessmentReminderDays__ |
|
Vendor Assessment Send Back To Under Review |
Email received by respondent when assessment is sent back to under review. |
__CompanyName__ __AssessmentName__ __AssignedAssessmentComment__ |
|
Vendor Assessment Reopened |
A vendor assessment has been sent back for more information and has been reopened. |
__CompanyName__ __AssessmentName__ __AssignedAssessmentComment__ |
|
Vendor Assessment Shared |
An invitation to view a vendor assessment that has been shared. |
__CompanyName__ __AssessmentName__ |
|
Review Vendor Assessment Changes |
Vendor assessment updated with newer template version. |
__CompanyName__ __AssessmentId__ __AssessmentName__ __AssessmentStage__ __ShowDeadline__ __AssessmentDeadline__ |
|
Vendor Assessment Assigned to Approver With Comment |
Email received by Respondent when a vendor assessment is assigned by a Privacy Officer/Site Admin and has a custom comment. |
__CompanyName__ __AssessmentName__ |
|
Vendor Assessment Send Back: More Info Requested |
This email will be sent to assessment respondents when a vendor assessment is sent back to in progress with open info requests. |
__CompanyName__ __AssessmentId__ __AssessmentName__ __AssessmentStage__ __ShowDeadline__ __AssessmentDeadline__ __OpenInfoRequestCount__ |
|
Vendor Assessment Comment Added |
Comment has been added to a question within the vendor assessment. |
__CompanyName__ __AssessmentName__ __CommentorName__ __QuestionComment__ |
|
Vendor Risk Assigned |
Vendor Risk(s) have been assigned. |
__CompanyName__ __AssessmentName__ |
|
Vendor Risk Treatment Added |
Vendor risk treatment has been added and requires review. |
__CompanyName__ __AssessmentName__ |
|
Vendor Risk Treatment Approved |
Vendor risk treatment has been approved. |
__CompanyName__ __AssessmentName__ |
|
Vendor Risk Treatment Rejected |
Vendor risk treatment has been rejected. |
__CompanyName__ __AssessmentName__ __CommentBy__ __Comment__ |
|
Vendor Risk Workflow Treatment Assigned |
A vendor risk has been assigned treatment. |
__TenantName__ __SourceName__ |
|
Vendor Risk Workflow Treatment Submitted |
A treatment has been submitted for a vendor risk. |
__TenantName__ __SourceName__ __CommentBy__ __Comment__ |
|
Vendor Risk Workflow Treatment Approved |
Treatment approved for a vendor risk. |
__TenantName__ __SourceName__ __CommentBy__ __Comment__ |
|
Vendor Risk Workflow Exception Requested |
A exception request has been submitted for a vendor risk. |
__TenantName__ __SourceName__ __CommentBy__ __Comment__ |
|
Vendor Risk Workflow Exception Granted |
An exception has been granted for a vendor risk. |
__TenantName__ __SourceName__ __CommentBy__ __Comment__ |
|
Vendor Risk Workflow Send Back |
A vendor risk workflow is sent back. |
__TenantName__ __SourceName__ __CommentBy__ __Comment__ |
|
Vendor Risk Workflow Reopen |
A vendor risk has been reopened. |
__TenantName__ __SourceName__ __CommentBy__ __Comment__ |
|
Vendor Risk Approvers Added |
An approver has been added to a vendor risk. |
__TenantName__ __SourceName__ |
|
Manual Vendor Request Notification |
A manual request notification is received. |
__TenantName__ __VendorName__ __ServiceName__ __VendorUrl__ __UserEmail__ __Environment__ |
|
Vendor Exchange Pre-Completed Assessment Request |
A pre-completed assessment request is submitted. |
__TenantName__ __VendorName__ __VendorContact__ __VendorAssessmentExchangeGuid__ __UserEmail__ __Environment__ __VendorAssessmentExchangeRequestId__ __AssessmentName__ __ServiceName__ __AssessmentStandard__ __AssessmentVersion__ |
|
Vendor with Expiring Contract |
Alert when vendor contracts are expiring soon. |
__VendorName__ |
|
Vendors with Upcoming ReAssessment |
Alert when there is an upcoming reassessment for a vendor. |
__VendorName__ |