I’d like to create an email template, where some of the text in the template differs depending on a field value in the deal itself. For instance I don’t want to add a headline for additional notes, if the additional notes field in the deal is empty.
[ if $notes ]
Additional notes with regards to this deal: [$notes]
[endif]
We’re actually working on a new Feature for our email templates (2.0). It’s still in beta, but it would grab fields from Person/Org/Deal. Can you reach out to our support and ask them to have this enabled for your account?
You should be able to see a “Fields” option in the bottom of your composer now. Between “Templates” and “Signature”. You can insert fields from the Contact/Organisation/Deal sheet now, including custom fields, that would solve your case, as I understand it.
Yes, also very relevant for me and as you charge prices like any other newsletter/campaign tool out there, it’s a bit frustrating how in my mind standard features like this are not thought of. Could you please give an update on this?