Custom Fields in Campaigns

Markus Funk
Markus Funk Member Posts: 111 VERIFIED MEMBER
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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

Comments

  • Janis Rozenblats
    Janis Rozenblats Posts: 168 VERIFIED MEMBER
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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 VERIFIED MEMBER
    Fourth Anniversary Photogenic First Comment Name Dropper
    edited March 2022 #3

    @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: 168 VERIFIED MEMBER
    Third Anniversary Pipedrive Team First Answer Photogenic
    edited March 2022 #4

    @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: 168 VERIFIED MEMBER
    Third Anniversary Pipedrive Team First Answer Photogenic
    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 VERIFIED MEMBER
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    How do you add a person field to an email (in campaigns)?

This discussion has been closed.