How to create dynamic values in email templates?
Single line of text fields are easy enough, works the same for most fields: currency and numbers. Dates will return the Date and Time value. In order to return just Dates add at the end of the fieldlogicalname, /@date. Similarly for just the Time portion, add /@time, for example: Option Set Values will return the numerical value.
Why is subject not being set if using dynamic templates?
The problem is that it seems that SendGrid’s API does not let you supply a template when you trigger a dynamic template. I believe in the transactional template you would set the subject to be { { subject }}, then in your code you set data.subject to be ” [TEST] My Email Subject”. Does that work for you?
How to create an email template with fillable fields?
In the template’s text, select your placeholder ( in our case), and click the Insert Macro button. If there is no placeholder in your template, then put the cursor exactly where your value should be inserted. In the list of macros, find WhatToEnter and click on it.
How to add dynamic content to an email?
Message: Places values that relate to the message itself; currently, this includes the open-as-webpage URL and the various dynamic values used in double opt-in emails. Select Static content to place a fixed value from a specific record (such as the name of an upcoming event).
How to insert first name in email template?
At the top of the template select Insert/Update: From there, simply select the Record type, and the field you want to insert. Here’s an example of what using the Contact’s First name would look like within the template:
How to create custom entities in email templates?
In the template, where you want the value to appear, type within 2 brackets an exclamation point followed by the entity logical name. After the entity name, add a colon, and then the field logical name, ending it with a semi colon.
How to return the date and time value?
Dates will return the Date and Time value. In order to return just Dates add at the end of the fieldlogicalname, /@date. Similarly for just the Time portion, add /@time, for example: Option Set Values will return the numerical value. In order to return the Friendly name add /@name,