Email Templates List of All Valid Placeholder Values?

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  • tpayne03
    Junior Member
    • Aug 2018
    • 7

    Email Templates List of All Valid Placeholder Values?

    Hi,

    We are looking to implement more templated responses in our CRM. Our typical work flow is create a lead for a contact.

    I looked in the user manual and have this reference to the email templates:



    "It's possible to use placeholders in email template's body and subject e.g. {Account.name}, {Person.emailAddress}. They will be replaced with values of related records."
    ---

    Is there a reference list or somewhere we can look at for what all the valid template {Placeholders} and syntax is?

    Thanks,
    -Tim
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Hi,
    Please take a look at the placeholder constructor while creating the email template. It includes all valid placeholders.
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    • olamborelle
      Member
      • May 2018
      • 99

      #3
      Originally posted by Maximus
      Hi,
      Please take a look at the placeholder constructor while creating the email template. It includes all valid placeholders.
      Hi!
      I realize I simply do NOT see this placeholder drop downs when composing or editing an email template... Is there an option to activate the visibility?

      Comment

      • olamborelle
        Member
        • May 2018
        • 99

        #4
        NERVERMIND! It is not visible if you just click "edit" the body of an email template.... But I actually have it when creating a new template or doing a full form edit of a template...

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