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Email Templates List of All Valid Placeholder Values?

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  • 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

  • #2
    Hi,
    Please take a look at the placeholder constructor while creating the email template. It includes all valid placeholders.
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    • #3
      Originally posted by Maximus View Post
      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?

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      • #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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