Custom Fields in Campaigns

Markus Funk
Markus Funk Member Posts: 111
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edited May 2022 in Sales CRM #1

How can I select custom fields, especially the proper salutation fields, in campaign templates?  We can't go without it in DACH area. 

 

#campaigns + #templates + #handling

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  • Janis Rozenblats
    Janis Rozenblats Posts: 169 PIPEDRIVE TEAM
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    edited March 2022 #2

    @Markus Funk thanks for the feedback. Currently, only a few default custom fields are available to be included in the email content. Person custom fields will be available to be used in email campaigns very soon. Will share an update as soon as we release the feature.

  • Markus Funk
    Markus Funk Member Posts: 111
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    edited March 2022 #3
    Janis Rozenblats said:

    @Markus Funk thanks for the feedback. Currently, only a few default custom fields are available to be included in the email content. Person custom fields will be available to be used in email campaigns very soon. Will share an update as soon as we release the feature.

    Thanks Janis,

    ok then I really have limited use  until the person fields will be ready for use. 

  • Janis Rozenblats
    Janis Rozenblats Posts: 169 PIPEDRIVE TEAM
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    edited March 2022 #4
    Janis Rozenblats said:

    @Markus Funk thanks for the feedback. Currently, only a few default custom fields are available to be included in the email content. Person custom fields will be available to be used in email campaigns very soon. Will share an update as soon as we release the feature.

    Yes, that's clear!

  • Janis Rozenblats
    Janis Rozenblats Posts: 169 PIPEDRIVE TEAM
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    edited March 2022 #5

    Just a quick update to those reading this post from a while back. All person custom fields are now available in the email drag and drop editor ;) 

  • Guy Marong
    Guy Marong Member Posts: 1
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    #6

    How do you add a person field to an email (in campaigns)?

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