Custom Field Tokens in Email Templates - OvationCXM - Product Updates

Custom Field Tokens in Email Templates

We have launched a new feature in our email templates that will enhance your communication capabilities.

Previously, you could only use standard fields from the related case and location within outbound emails. Now, you can add custom fields from your case and location records in addition to standard fields.

This new feature allows you to create more dynamic and robust outbound emails tailored to your needs. For example,

• You could include a username from a custom field on the location in the welcome email during onboarding.
• You could share a dynamic login URL based on the product the customer purchased for a new product activation.
• You could share renewal dates or training scheduled dates in automated emails for richer communication.

You can find these new custom field tokens in the same token list where the current standard field tokens are in Settings > Email Templates (in the new CXME).

We hope that this enhancement improves your ability to communicate effectively and efficiently with your customers and look forward to seeing how you utilize this new feature to enhance your email communications.

Alan Finlay