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add fields to email templates
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
View originalHope that helps,
Elizabeth
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
Hope that helps,
Elizabeth
Elizabeth Panska
1 person likes this
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?
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
https://community.gainsight.com/gainsight/topics/email-assist-using-mda
Elizabeth Panska
1 person likes this
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