Use Custom Variables in E-Mail Templates

You can include custom variables in e-mail templates, event templates and Google Docs that you are using as a template for mail merge. Here is a prospect with a custom variable at the transaction level:

This person also has a variable at the person level:

When you use the following e-mail template:

Both custom variables are replaced:

You can use this technique for:

  1. E-Mail Templates
  2. Event Templates
  3. Google Docs