Using Custom Fields as Merge Tags in Zendesk Sell
Can I use custom fields as merge tags in Zendesk Sell?
Yes, you can use custom fields as merge tags in Zendesk Sell emails. If you've created custom fields for your leads and contacts, these will be available to insert into your email messages. However, it's important to note that deal custom fields are not available as merge tags.
If a custom field is not populated with data, Sell will alert you and suggest removing it from your message to avoid sending incomplete information.
More related questions
How do I use merge tags in Zendesk Sell emails?
Merge tags in Zendesk Sell allow you to personalize your email messages by dynamically inserting data like a recipient's first name. To use merge tags, navigate to the Leads, Contacts, or Deals section in Sell, select the person you want to email,…
What data can I insert using merge tags in Zendesk Sell?
In Zendesk Sell, you can use merge tags to insert standard profile data such as name, phone number, and job title into your emails. Additionally, any custom fields you've created for leads and contacts are available as merge tags. However, deal…
What happens if a custom field merge tag is empty in Zendesk Sell?
If a custom field merge tag is empty in Zendesk Sell, the system will warn you with an orange tag and prompt you to remove it from your message. This ensures that you don't send emails with missing information. In bulk messages, if some recipients…
How do I add merge tags to the subject line in Zendesk Sell?
To add merge tags to the subject line in Zendesk Sell, click the Add merge tag icon next to the Templates dropdown menu when composing an email. This allows you to personalize the subject line with dynamic data, making your emails more engaging and…
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