Merged Fields

InsideSales.com™ supports the use of merged fields in all outgoing email correspondence. Merged fields will "pull" data content from a record and insert it into the body of the email.

This is very useful for personalizing outgoing content, reducing the amount of typing needed before sending the email, and for generating dynamic forms that automatically populate key information.

An Example of Merged Field Codes

While editing an email, you'll see an area of the site to select a list of merged field codes.

You first need to select the area of the site where the information will be pulled from. Be aware that not all merged field codes work for all areas of the site. This is important, because if you send an email template that uses merged fields from a site area different from the one you are currently working in, the information may not merge into the template correctly, or may not merge at all. The most common site area affected by this is the Deals tab, especially for users who want to merge information for contracts or purchase orders with actual sales data.

Select the appropriate radial button for the site area of your choice, showing the list of merged field codes for that area. Nearly every data field, including custom fields, has a merged field code.

To add a merged field code, find the merged code you want, then highlight, copy and paste it in to the content body.

Merged Fields in Email Body