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ky_powell
ky_powell
Contributor ⭐️⭐️⭐️⭐️⭐️
September 13, 2017
Solved

add fields to email templates

  • September 13, 2017
  • 3 replies
  • 63 views
Is there a way to add a certain salesforce field into an email template, that can then populate in email assist? I know I can do this when I create an outreach around this, but not sure if I can do this when I pull the email template in in email assist. 
    Best answer by elizabeth_adams_c593ee
    Hi Ky - When you select a template in the email task of a playbook, there's an icon to the right where you map the tokens from your template to a SFDC field. Just as you would do in an Outreach.

    Hope that helps,
    Elizabeth

    3 replies

    elizabeth_adams_c593ee
    elizabeth_adams_c593eeAnswer
    Helper ⭐️⭐️⭐️
    September 13, 2017
    Hi Ky - When you select a template in the email task of a playbook, there's an icon to the right where you map the tokens from your template to a SFDC field. Just as you would do in an Outreach.

    Hope that helps,
    Elizabeth

    Elizabeth Panska
      ky_powell
      ky_powellAuthor
      Contributor ⭐️⭐️⭐️⭐️⭐️
      September 13, 2017
      Hi Elizabeth! Thanks. So, more specifically, I am only able to map from contact and account fields. Is there a way I can pull in additional fields from other objects? Or am I only limited to those 2?
      elizabeth_adams_c593ee
      elizabeth_adams_c593ee
      Helper ⭐️⭐️⭐️
      September 13, 2017
      Right now, I believe it is just the two right now. I have a post in right now to include others (specifically MDA).

      https://community.gainsight.com/gainsight/topics/email-assist-using-mda

      Elizabeth Panska
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