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Dynamic Fields in Templates

Templates support three types of merge fields for personalizing messages at scale. They work in both Gmail and Outlook, and can be used in Campaigns.

Text Field​

A free-form blank for custom text input.

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

When you use the template, you'll be prompted to enter text. If you reuse the same field name (e.g., "Name") in multiple places, filling one fills them all.

A picklist with predefined options.

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

When you use the template, you'll select from the predefined values.

Salesforce Field (Enterprise only)​

Pulls data directly from Salesforce Contact or Lead records.

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

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

Using merge fields when sending​

Gmail — Click Fill In to populate fields, 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.

Using merge fields in Campaigns​

Templates with merge fields can be inserted into Campaigns to send personalized emails to many recipients. Fields match columns in a CSV upload, table data, or Salesforce fields.