Using Merge Tags in Zendesk Sell Emails
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, and click the Send an Email tab. You can add merge tags to the Subject line or email body by clicking the Add merge tag icon or typing{{followed by the tag name. When you send the email, the merge tags will be replaced with the corresponding data.
For more detailed steps, you can refer to theoriginal documentation.
More related questions
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…
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…
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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