Dynamic Fields Glossary dynamic-fields-glossary

When creating a template in Sales Connect, we always recommend integrating dynamic fields, using the MSE Dynamic Fields button.

This tool is used to auto-personalize your email and save you tons of time by pulling information from the People page.

Dynamic Field
Example of what appears in your email
{{company}}
Adobe
{{company_friendly}}
Adobe
{{first_name}}
Keith
{{team_unsubscribe}}
If you no longer wish to receive emails from us, click here
{{friendly_unsubscribe}}
Tired of all the emails? Please let me know here
{{my_name}}
Keith Flynn
{{my_signature}}
Keith Flynn, Senior Technical Writer - Adobe
{{personal_email}}
keith@pickyouremail.com
{{title}}
Senior Technical Writer
{{work_website}}
https://www.adobe.com

Things to note:

  • If a contact’s information is entered incorrectly or is missing from the People page, it will not pull over correctly into your template.
  • The difference between {{company}} and {{company_friendly}} is that {{company_friendly}} will remove any formal title, such as Inc., LLC., etc., from the name of your contact’s company.
  • When using {{company_friendly}}, make sure you separate Inc. or Co. with a comma in the contact details. This is how Sales Connect knows what to remove when pulling in the value.
  • The system automatically appends the user’s signature to each email sent. If the user is using a template with the {{my_signature}} dynamic field, the system will populate the signature where the {{my_signature}} dynamic field has been placed. It’s only added there as to avoid duplication. The system will handle {{team_unsubscribe}} the same way when the global append unsubscribe setting is enabled.
TIP
You can create your own custom dynamic field for anything you’d like to have automatically pulled into your emails
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