To use a Template with Merge Fields, open a compose window and select the "Add a Template" button in the Outlook ribbon. We will look up the first recipient in the To field and if a matching contact or lead is found, we will populate the dynamic fields in your Template with information from any matching Salesforce fields.Choose from the available fields in your Salesforce environment and click "OK.".At the bottom of the Template editor, select "Insert Merge Field" and then "Salesforce Field".Salesforce Field (only available on Enterprise).When using the Template, you will be able to choose from any of the options that you defined when creating the Template.Dropdown fields act as a picklist when using the Template.Name the dropdown field and create up to 5 options from which to select. At the bottom of the Template editor, select "Insert Merge Field" and then click the "Dropdown Field" button.If you use multiple Text Fields in a single Template and name them the same thing (for instance, two text fields both called "Name"), filling in one of those Text Fields will fill in both. ![]() When using the Template, you will be able to fill in a text field with anything that you want.Text Fields act as blank, freeform text entry fields. ![]() At the bottom of the Template editor, select "Insert Merge Field" and then click on the "Text Field" button. ![]() Yes! Yesware offers three different types of placeholders, or Merge Fields, that can be used in Templates:
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