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Claris Engage 2025 - March 25-26 Austin Texas ×

Adding fields to email body


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Posted

Is it possible to add fields to an email body? Can you add for ex. FirstName than text to an email so it seems personal without editing the email. I would like to automate the email proccess as well. Any suggestions?

Thanks

Posted

You can set a global text field with Set Field [global, FirstName & ", your email text."] and then specify your Send Mail step to use the global's 'Field Value' as your Message portion.

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