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ellenoangieslistcom
Contributor ⭐️⭐️⭐️⭐️⭐️
May 3, 2016
Solved

Copilot Placeholder Formatting

  • May 3, 2016
  • 3 replies
  • 53 views
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
Helper ⭐️
May 5, 2016
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
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!