Get link | About Sage CRM editions
User Requirement: Info Manager Administration Rights and E-marketing enabled.
You can edit existing, and add new templates from either of the following areas:
Both routes take you to the Swiftpage Template Manager. From here you can:
| Template Editor Merge Field | CRM |
|---|---|
| Personal Message | Personal message entered in Wave Activity. |
| E-mail Address | E-marketing user's email address. |
| First Name | Person (recipient) first name. |
| Last Name | Person (recipient) last name. |
| Phone | Person (recipient) full phone number. |
| Business Suffix | Person (recipient) suffix. For example, PhD, MD. |
| Company | Company name of the recipient. |
You can also use any CRM field name, which has been included in the Group Contents, of the group that the e-marketing email is going out to. The field name must be enclosed in double square brackets, for example, [[pers_title]].
Click the help button within Swiftpage for further assistance.
See Also:
Sage CRM user assistance PDFs
