Skip to main content
Solved

Copilot Placeholder Formatting

  • May 3, 2016
  • 3 replies
  • 42 views

ellenoangieslistcom
When creating CoPilot emails and using a Placeholder to pull a field in from Salesforce, the formatting doesnt match the surrounding.  Is there a way to format these placeholders/tokens?

Best answer by pavankumar_sankavaram

Below are the steps to workaround this problem

1.While creating email template, please add token text to be displayed.
2.Apply the formatting needed to the token text,then convert it to a token and save the template.
3.Now that token has the format as required, while sending Copilot emails the token format is retained.

3 replies

pavankumar_sankavaram
Forum|alt.badge.img
Below are the steps to workaround this problem

1.While creating email template, please add token text to be displayed.
2.Apply the formatting needed to the token text,then convert it to a token and save the template.
3.Now that token has the format as required, while sending Copilot emails the token format is retained.

ellenoangieslistcom
  • Author
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • May 5, 2016
Thank you!

cinco_coates
  • Contributor ⭐️⭐️⭐️
  • September 12, 2017
Seems like this is still an issue?  I just discovered that a bunch of emails we sent out had poor formatting. 😞  I do appreciate the workaround, but it'd be great if this was defaulted to matching the format of the rest of the email (or the default formatting).   Thanks!