DavidCushworth

HOW DO I INCLUDE MAIL MERGE FIELDS IN AN EMAIL

Discussion created by DavidCushworth on Oct 26, 2016
Latest reply on Oct 27, 2016 by beverly

I want to send a pre formatted email to new clients, but include in the body of the text their personal information, a la merge mail style.

 

I have tried inserting the database field name at certain points, such as Dear Client::First Name but it doesn't pick up the field information.

 

So, is this at all possible, and if so how?

 

Thanks

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