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Claris Engage 2025 - March 25-26 Austin Texas ×

Merge portal data into an email template


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I've created an email template using as an example: "Dear" & (Space) "name" & field 1 & field 2 etc. I want to add the records from a portal which shows the data from a related table. For example, portal data shows for a specific record field 3 = Jackson, field 3 = Redding, field 3 = Wonder. How do I get these into the template above?

The output from the template might look like this:

Dear John,

Re CDs {field 1}

Please find a list of the CDs I am able to offer (3){field 3} in all.

They are:

Jackson, Redding and Wonder.

etc

Many thanks.

This topic is 5055 days old. Please don't post here. Open a new topic instead.

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