Fields to be added to email templates
Hello Guys,
Does anyone know there is a chance to add deal fields to email templates? For instance, I need to add a filed 'Lost Reason' to my email template sending once a deal is marked as lost?
Thanks
Comments
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@Ivan Makarchuk yes it can be added to the email.
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Brad Krause said:
@Ivan Makarchuk yes it can be added to the email.
Great! Thank you so much! I will try right now!
@Brad Krause, but as I understood (after the initial try) it is possible to add only to the email, not to the template email created in advance - correct?
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Brad Krause said:
@Ivan Makarchuk yes it can be added to the email.
It is possible to add it to the template.
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Brad Krause said:
@Ivan Makarchuk yes it can be added to the email.
may I ask you to share a screen-shot, please 🙏🏻
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Brad Krause said:
@Ivan Makarchuk yes it can be added to the email.
That screenshot above is an email template in an automation to send an email when something triggers it. When you create an automation that is to send an email don't use the option 'send email with template' While that way will also worth its much easier to just use the when XYZ happens 'send email' . When you are building the template in that use the bracket [ to find the field you want to enter in the email body of that built in template.
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https://www.loom.com/share/6fda4da1f72b462d8204ebeee4aff339Brad Krause said:@Ivan Makarchuk yes it can be added to the email.
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Brad Krause said:
@Ivan Makarchuk yes it can be added to the email.
Don't build a seperate email template in your templates library if you can just build it right in the automation.
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Brad Krause said:
@Ivan Makarchuk yes it can be added to the email.
@Brad Krause thank you so much for all your support, screen-shots and video-manal - much appreciated 🙏🏻
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