Using Custom Fields as Dynamic Tags


Now that you've created your custom fields, you're probably wanting to use them in your email templates. Good can. :]

When you're setting up your email templates, you see the dynamic tags on the right hand side of the template's menu bar. Along with the dynamic tags that Cadence provides, you'll also see the custom fields that you created!


So long as you've filled in the custom field information under your person's profile, these fields will auto-populate!



You can drop in these dynamic tags in the template and when you run an email template they will populate for you, saving you time!

Happy Lofting!

Helpful Tips:

  • Learn more about using dynamic tags here


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