There are 3 types of merge fields available within UpMail:
1. Standard Recipient Fields
These fields are populated when you copy & paste contact information to send to a group or if you are using the SalesForce integration.
> Click here to learn more about sending an email to a mailing list/group
> Click here to learn more about the UpMail + SalesForce Integration
2. Sales & Catering Booking Fields
These fields are populated when you have activated the Sales & Catering integration from Opera or Delphi.
> Click here to learn more about the UpMail + Opera Integration
> Click here to learn more about the UpMail + Delphi Integration
3. UpMail User Fields
These fields are populated from your User Profile and are primarily used for email signatures.
> Click here to learn more about editing your email signature
To add these fields to an email template, select a template and go into the email composer. From here, click on an existing text snippet or create a new text snippet.
When you click on the text snippet the 'List of mail merge fields' will appear on the right.
Click on 'List of mail merge fields' and the various field options will appear.
Click on the field type you'd like to insert and the field options will appear.
Click on the place within the text snippet that you'd like to insert the merge field, then click on the field on the right and the merge field will be inserted into the text snippet.
Save your template with the merge fields within the text snippets.
Depending on the type of merge fields inserted, when a user selects this template the merge fields will be automatically populated with data.
If data has not been populated and a user tries to send the email with the unpopulated merge fields or placeholders a warning will appear.
> Learn more about Placeholders
You are also able to add Standard Recipient Fields to the Subject.