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How to add merge fields in the Subject line of email message template

Overview

The subject line of the email message templates can include merge fields from a record when sending emails from the LeadMaster system.

This feature is available from:

  • E Marketing Launch an email campaign page
  • Search Results /Accounts page – Options/ Send Email
  • Search Results/Accounts page – More Info/Send Email
  • Sales Update/Edit Profile/View Profile page – Send Email action

PREREQUISITES: Access to email message templates

Steps

On the Email Editor Page select the “Category” and the “Field to Insert” then click the “–Select Field to Insert—” button to add the Merge field to the subject line:

The Subject line will display as entered keep in mind spaces and punctuation. e.g. Hello (space) FirstName (space) Last Name

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