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- What is Due not before and Due not after in Task Manager?
- Can you schedule appointments using the CRM Add-in Offline Module?
- Changing/upgrading to another APP server - Why is my chart not working when using a different APP server?
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- Does the Download Scheduler Include Attached Files?
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- Adding options to the main menu - including links to external sites
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- Email Settings Section
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- Adding Users
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- What is Due not before and Due not after in Task Manager?
- How Can I Setup the Smart Queue to Make Sure that the Newest Records are Showing Up in the Queue First?
- How to enable "Add Task" in Workflow Resulting Action(s)
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- What is Due not before and Due not after in Task Manager?
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- Create a Custom View for Displaying Accounts
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- How can I download the mobile phone number - I don't see it in the list of downloadable fields.
- How do I add Marketing Mix to the fields available for import?
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- Azure File Access
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- Does LeadMaster De-duplicate on Import?
- Does the Download Scheduler Include Attached Files?
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- Bounced Emails - FAQ
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- How often is bulk email / email marketing sent? Is there a delay?
- How to add merge fields in the Subject line of email message template
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- Improve Email Delivery - IPs that should be used for Whitelisting
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- ‘Responses are Dependent On’ Field in Custom Forms
- Adding New Questions
- Checkbox Questions
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- Articles coming soon
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- Articles coming soon
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- Can Outlook Sync be used in a Windows Terminal Server environment?
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- Articles coming soon
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- Can't see the opportunity custom form
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- Activity Hub Report
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- Daily Email Notification
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- Append Records
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- Accessing information on Contacts, Opportunities & Custom Forms from the Search Results screen
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How to add merge fields in the Subject line of email message template
Last Updated:
byJanice Infantino
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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:
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