Add Custom Fields to Email Merge Tags
It would be VERY helpful from a Sales and personalization perspective to be able to use Custom Field data in the email Merge Tags.
ex. I have a Custom Field such as "Product of Interest" or "AKA" or "Service Level" and I want to do a group personalized message to Leads about their different products of interest.
Please strongly consider this. It would be awesome and I know other CRMs have it.
Thank you.
10
votes
Reuben Rail
shared this idea
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Mike McGonegal
commented
As Reuben said 5.5 years ago, having the ability to include more than the default 4 merge fields is extremely helpful in terms of personalization. Limiting the merge capabilities restricts outbound email to looking like so much spam - which does nothing to differentiate us from our competitors.