Merge fields in templates

A merge field is a placeholder that gets replaced with real data when the message goes out. They are written with the record type first, then the field:

{{customer.company_name}} {{contact.first_name}} {{opportunity.name}}

The part before the dot says which record the value comes from — customer, contact, lead, opportunity, activity, and so on. The part after the dot is the field on that record.

Insert them from the picker rather than typing them. The template editor offers the merge fields that actually exist for your company, grouped by record type. Typing one from memory is how you end up with a tag that never resolves, because the field name has to match exactly.

Your custom fields work too. A field your company added is available under its own name, for example {{opportunity.webcrm_OpportunityCustom1}}. These appear in the picker alongside the built-in ones, so you do not need to know the internal name.

Which fields resolve depends on where you send from. A merge field only fills in if that record is part of the send. An {{opportunity.…}} tag has nothing to draw on when the email is sent from a customer with no opportunity attached, and a {{contact.…}} tag needs an actual contact as the recipient rather than a plain email address.

Use the preview before sending. Vælg en mulighed eller en virksomhed for at se dataforhåndsvisningen… Previewing against a real record is the only reliable way to see what your recipients will get.