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Merge Fields

Merge fields let you personalize templates for each recipient. Yesware offers three types, available in both Gmail and Outlook.

Text Field​

A free-form blank for custom text input.

  1. In the template editor, click Merge Field → Text Field.
  2. Name the field and click OK.

If you use the same field name (e.g., "Name") multiple times in one template, filling in one fills them all.

A picklist with up to five options you define when creating the template.

  1. In the template editor, click Merge Field → Dropdown Field.
  2. Name the field and create up to five options.

Salesforce Field (Enterprise only)​

Pulls data automatically from the matching Contact or Lead record in Salesforce.

  1. In the template editor, click Merge Field → Salesforce Field.
  2. Start typing the Salesforce field name — matching options appear.
  3. Select a field and click OK.

Yesware checks the first recipient in the To field. If a match is found in Salesforce, the field is populated automatically.

Using merge fields when sending​

Gmail — Click Fill In to populate fields interactively, or Insert if the template has no merge fields.

Outlook — Click Add a Template in the ribbon, then click the template itself (not Insert) to fill in merge fields before sending.

Merge fields in Campaigns​

Templates with merge fields can be inserted into Campaigns for personalized bulk outreach, matching fields to CSV columns, table data, or Salesforce fields.