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Market to Your Customers with Account Engagement
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            How User Merge Fields Populate in Account Engagement Emails

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            How User Merge Fields Populate in Account Engagement Emails

            When sending an email, the way your user Handlebars Merge Language (HML) fields populate depends on a few factors. Is the recipient assigned to a user? Is the email sent from a user or from a general name and address? When choosing a From address sender, the email send logic cascades to the next specified sender.

            Required Editions

            Available in: All Account Engagement Editions
            Note
            Note If you’re using legacy variable tags, they populate in emails the same way that HML merge fields do.

            User merge fields populate in an email based on these settings.

            Sender Setting Description
            Sender is Prospect CRM User Custom Field
            • Name and email populate from the value stored in the Prospect CRM User custom field.
            • Other user fields populate from the Prospect CRM User’s record.
            • If the prospect has no value for the Prospect CRM User field, the email appears to come from the account owner. If there’s no account owner, the email appears to come from the prospect’s lead or contact owner in the CRM.
            • If the prospect has no assigned user, the From Sender is the selected general user or specific user.
            Sender is Account Owner
            • Name and email populate from the prospect’s assigned user.
            • Other user fields populate from the prospect’s assigned user’s record.
            • If the prospect has no assigned user, the From Sender is the selected general user or specific user.
            Sender is Specific User
            • Name and email populate from the selected user’s record.
            • Other user fields populate from the selected user’s record.
            Sender is General User
            • Name and email populate from the specified information.
            • Other user fields are replaced with blank values.
            Sending Account Engagement Email in Salesforce
            • Name and email populate from the connected Account Engagement user.
            • Other user fields populate from the connected Account Engagement user’s record, even if the user is different from the lead or contact owner.
             
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