Use Salesforce Fields as Merge Tags in CE

Prev Next

This page explains:

  • Creating and mapping a custom field

  • Accessing custom merge tags for your topic

Create and MAP a custom field

First check whether a 6sense field already exists to store the proposed Salesforce attribute to be imported.

If it is a new field (for example, Lead Tier) and doesn’t yet exist in the 6sense Conversational Email 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.

Access custom merge tags

Navigate to your Conversation Flow’s detail page and click on a sequence.

mceclip0.png

Below the email editor, you will see the three dots (…)

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.

mceclip1.png

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