ClientSuccess users can now include Custom Fields as placeholders in 1:Many Emails. To enable a Custom Field to be a placeholder for 1:Many Emails, enable the toggle in Global Settings>Field Settings in the far right column called "USE AS PLACEHOLDER FOR 1:MANY EMAILS".
In the example above the Custom Field "Industry" has been enabled to be a placeholder in 1:Many Emails. Once the Custom Field is enabled, it will automatically display as a placeholder in the 1:Many Email body creation screen below.
In the new email below, notice the addition of the "Industry" placeholder in the first sentence. The Industry data for the given customer will be dynamically filled in when the email is sent.
When the user previews the 1:Many email, it dynamically fills in the Industry placeholder as Retail in the preview window as well, so the user can see exactly what the value will be when the email is sent out.
All additional emails that are previewed will also display the their corresponding dynamic Custom Field of Industry filled in as well, so each email can be personalized.
For more information on Custom Fields as 1:Many Email Placeholders, please reach out to your CSM or our Support Team.
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That's a great update! Being able to use Custom Fields as placeholders in 1:Many Emails will definitely save time and make communications more personalized. I love how easy it seems to enable this feature too – just a simple toggle in the Global Settings. level devil
This is a great update! Adding custom fields as placeholders in 1:Many Emails will make personalization much easier. Thanks for sharing! I don’t understand why there is so much homework every week. Assignments, quizzes, and projects all come at the same time. Sometimes, I wonder if I could hire someone to do my homework, things would be much easier. Do you ever feel the same? I struggle to complete everything on time because teachers give strict deadlines, and I also have personal responsibilities. How do you all manage your homework? Is there any smart way to get things done without feeling stuck? Let me know if you have any useful tips!
This is a great update, JD! Customizing emails with placeholders really takes personalization to the next level. I recently used a similar feature and found it super helpful for keeping my communications engaging - kind of like when I take a break with block breaker to refresh my mind. Can’t wait to see how this improves our email outreach!
While the announcement doesn’t specify a release date, ClientSuccess has been rolling out integrations like Google Calendar (February 2024) and Outlook Calendar (recently), suggesting this email feature is part of a 2024–2025 enhancement geometry dash wave. The feature leverages Microsoft 365’s robust API for dynamic data, similar to the calendar integration, ensuring reliable performance if configured correctly.
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