Merge Fields for Email Templates

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

You can merge fields from Salesforce inside your email templates so you can create templates with personalized messaging dedicated to the targeted prospect.

Note: The merge key/value differs based on which object is being used. Pay special attention to avoid data mismatches.  Failover is used if a value is blank or the field cannot be found.

To add 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.

To add a merge field to 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.