How to Add a Campaign or Opportunity message to an Email Notification

To help you tailor and customise your email notification so that it has specific details of your campaign or opportunity activity you are posting, we recommend you use the injectable variables available in each email template.

If you have a sizeable amount of information we recommend you use the specific injectable variables below.

Injectable Variable

Details

Injectable Variable

Details

{{campaignInsert}}

The email snippet that can be added for a campaign

{{opportunityRequirements}}

The requirements for the opportunity. They will be shown in the same format as on the opportunity page.

 

Instructions

To Add Campaign Details to Email

  1. Click the Edit button of the email template you would like to use

  2. The in the Edit Content field, copy and paste {{campaignInsert}} into the body where you would like it to be visible.

     

  3. Check the Preview Mode on the right side of the screen, and Click Save.

     

  4. Then if required, click Edit button again and go to Send Test Email to complete a final review of the updated email.

Coming soon this will be available for opportunities!

To Add Opportunity Requirements to Email

  1. Click the Edit button of the email template you would like to use

  2. The in the Edit Content field, copy and paste {{campaignInsert}} into the body where you would like it to be visible.

     

  3. Check the Preview Mode on the right side of the screen, and Click Save.

     

  4. Then if required, click Edit button again and go to Send Test Email to complete a final review of the updated email.

This is not available for campaigns.

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