Using Salesforce Fields as Merge Tags

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You have a Salesforce field, eg. Title, which you would like to import into Saleswhale, and use as a merge tag in your campaign.

In this guide we will look at:

  • Creating and mapping a custom field
  • Accessing custom merge tags for your topic

 

Creating and mapping a custom field

You will first need to check if a Saleswhale field already exist to store the Salesforce attribute you would like to import.

If it is a new field, eg. Lead Tier, and doesn't yet exist in the Saleswhale platform, you will first need to create a new Custom Field.

Once the field has been created, your Customer Success Manager will be able to assist you in mapping your field to a Salesforce attribute.

 

Accessing custom merge tags for your topic 

Navigate to your Topic's detail page and click on a sequence.

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A popup will appear. Click on 'Edit Sequence'.

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Below the email editor, you will see a button 'Insert Merge Tag'.

The custom fields that you created earlier can also be found here. Select any merge tag and it will be inserted into the email body.

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You can also preview the email touchpoints to ensure your merge tags are being replaced properly.

 

 

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