Email placeholders from a custom entity with a many-to-many relationship to leads

[scottpruett]

Hi there,

I've searched and done some trial-and-error to figure this out, but can't find the solution.

• I have a custom entity called "Region"
• I have populated several entries under Region so I can select one when creating a new Lead.
• Regions have Many-to-Many relationships for Accounts, Contacts, Leads, and Opportunities.
• I've updated the Layouts for each Detail view (for Accounts, Contacts, Leads, and Opportunities) so the Region field is selectable.
• I'm trying to create an email template to send messages to Leads that references the selected Region for a Lead, but I can't figure out how to get the Region to show up as a placeholder. It displays as its own entity but doesn't populate in the email.

My email template looks like this:

Hi {Lead.firstName},

I'm reaching out in attempt to find a contact in the {Region.name} area.

This doesn't connect the Region name to the related Lead, but Region isn't listed as a placeholder option under Lead.

What am I doing wrong?

Thank you!
Scott

[esforim]

You seem to be doing it right, if Region is how you do the many-to-many relationship name then it should work. I just checked my email template and it setup like that too.

Can you share screenshot of the Many-to-Many relationship for your region?

[emillod]

yuri I'm begging you, ban this spammer changelsGood

[esforim]

Tried using the "Flag" button, I think if multiple people report it might push up on the Moderate queue list.

[emillod]

esforim oh you're right, i tried to find it, but i didn't noticed flag. I'll use it now. Thanks!

[Maximus]

Hi esforim and emillod. Thank you for your kind support. I've resolved your requests.
Regards.