Cross Object Merge Fields In Email Template
Examples
Basic Template
Sales Email
Support Follow-up
Event Invitation
Examples
Basic Template
Sales Email
Support Follow-up
Event Invitation
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How to get started
Step 1
Define the primary object for your email template. This could be an Account, Contact, Lead, etc.
Step 2
Specify the related object from which you want to pull additional data, such as Opportunity, Case, or Campaign.
Step 3
List the fields you want to merge from both objects to create a comprehensive and personalized email template.
Main Features
Email Template Fields
Our service allows you to easily set up cross object merge fields in email templates, ensuring that your emails are tailored to each recipient by pulling data from multiple objects.
FAQ
What are cross object merge fields?
Cross object merge fields allow you to pull data from multiple related objects into a single email template, making your emails more personalized and informative.
How do I define the primary and related objects?
You can define the primary and related objects using our intuitive form, where you specify the main object and the related object from which you want to pull additional data.
Can I customize the fields to be merged?
Yes, you can specify which fields you want to merge from both the primary and related objects to create a customized and comprehensive email template.