TIP: Using dynamic content in Mail-Merge Template

[ssweber]

I wanted to make a general-purpose Lead PDF Template that would have my letter-head and dynamic content. Instead of making a template for each campaign, I added a cMailMergeMessage entity under Campaign, and then inserted {{{campaign.cMailMergeMessage}}} into the template.

Caveats:

1. Image-Markdown does not work (such as  ), so instead, I first uploaded image into the Template-editor, then copy-pasted the resulting html into the entity field.

   <img style="width: 122px; height: 122px;" src="?entryPoint=attachment&id=66c4f0a85550bca21">

2. Make sure the triple-{{{ the placeholder. If you only use two {{, the inserted text will contain <br>

Happy Espo'ing

[esforim]

Does that also mean all of your Campaign have this hidden field or duplicate data as well?

[ssweber]

Yes. I thought it was best to store the information there, rather than have 1 PDF Template per Mailing Campaign.

Obviously if I have like a 'New Customer Letter', I wouldn't need dynamic information.

So in the campaign I have:

I type in my custom message, and then the template looks like: