Merge Fields for Email Templates

To merge Salesforce record data across object types (Account, Lead, Opportunity, Contact, User) into email template fields, navigate to Cadence Management > Templates > New Template > New Merge Field.

You can merge Salesforce fields into email templates so your templates can have personalized messaging that is dedicated to the targeted prospect.

To configure a new merge field:

1. Click on the New Merge Field button on the left side of the screen.
2. Enter the Field Name. This will be used as a placeholder name in the email template.
3. Select the field to merge for the object(s) you want to use in the email template.
4. (optional) Enter Failover text in case there is no data to match from the selected fields.
5. To add another merge field, click on the New Merge Field button again. Another merge field panel will appear at the bottom of the screen.

Keep these things in mind:

• The merge key/value varies depending on the object in use. It's crucial to be vigilant to prevent data mismatches. Failover occurs when a value is missing or a field is unlocatable.
• Fields from different objects will be disregarded during the creation of a User object merge field.
• To incorporate a URL into a Merge Field, utilize a field designated as a URL data type.

To use a merge field in an email template:

1. From the email template editor, navigate to the Merge dropdown.
2. Select the field that you want to use in the email template.

Note: Merge fields can be used in the subject line of a manual email by typing the name of the field e.g. {{Name}}.