Adding Contact Details to an Email

TRANSCRIPT:

Often when sending an email, we want to add details from the contacts record into the message in the email composer. You can use placeholder variables where you'd like to insert these fields.

Start in the email where you want to add the details.

In this example, we're updating an internal notification that is sent via email. This example is a plain text message, but you follow the same process even if you're using a pretty email template.

Click on the email in the spot where you want to insert the field. Then click the icon that looks like a tag.

A dropdown list of things that you can insert will appear.

If it's a field from the contact's record that you'd like to use, click on contact. All of the available fields will show.

Note that you can type the field that you're looking for into the search button at the top to quickly find it.

Click on the one that you want to select it. That will automatically insert the placeholder variable into the email.

Be sure to click save on the email panel and also save at the top of the workflow.

If you have any trouble, drop us a line and our help desk team will be happy to assist.