How to Add Dynamic Fields

Document created by ae62894732ee375e2e65caad6432572f7700caf5 on Jul 26, 2017Last modified by ae62894732ee375e2e65caad6432572f7700caf5 on Jul 27, 2017
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Tout’s dynamic fields are our form of mail merge.

We allow you to personalize your email templates with predefined attributes like {{first_name}} or {{company}}. These fields allow you to email multiple contacts and auto-complete these fields without having to type them out separately for each contact.

To add a dynamic field to a template, just select the one you'd like to use from the Tout Dynamic Fields button within the 'Edit Template' view page.

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When emailing contacts who exist in Tout, you can use the basic dynamic fields.  These will pull directly from the contact IF they exist in toutapp.com

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If you are emailing contacts who exist in Salesforce you can take advantage of the Salesforce dynamic fields.  These all begin with "sfdc".  As long as you have a connection to Salesforce, these fields will call directly to the lead/contact in Salesforce to populate the information in the template:

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Once you add the Dynamic fields, it can look like this:

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When I go to send an email to Albus, it would look like:2016-05-18 at 8.59 PM.png

More on how to use dynamic fields here.

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