Available Dynamic Fields

Dynamic fields help you to personalize your emails at scale. Rather than you repeatedly entering data about a Person or Account, dynamic fields allow you to personalize your emails by inserting profile information from a Person or Account Record.

Where does the dynamic field get its information from? Dynamic field information pulls from individual Person or Account Profile page information in SalesLoft. Any information imported from Salesforce or a CSV that has been mapped to a SalesLoft field can be used in a dynamic field.

If you want to learn how to add a dynamic field to an email, check out our Email Compose Window  article. 

In this article, you will learn about the different types of dynamic fields that are available within SalesLoft, including: 

• Person Tags
• Account Tags
• Time Tags
• My Tags
• Miscellaneous Fields
• Meeting Type Fields

Person Tags

Information related to an individual Person. Any information is pulled from the profile information fields.

Most common Person tags include: 

• First Name 
• Title

Account Tags

Information related to an Account. Any information related to the Account is pulled from the profile information fields.

Most common Account tags include:

• Account Name
• Industry

Custom Tags

Tags are not limited to the out-of-the-box profile information listed in SalesLoft. You can also add to your emails with custom fields. Any field that is important to you can become a custom field (from account revenue to a favorite sports team). Custom fields are added by SalesLoft admins in  Salesforce Field Configuration.

Time Tags

Time tags make setting meeting times simple. Rather than going into every email with a specific date, you time tag allows you to send emails consistently with a day of the week listed.

The most common time tag is n days from now. Enter a number where the “n” is, and your dynamic tag will take care of the rest.

My Tags

My Tags are best used in Team Templates. They place the sender’s information throughout the email.

Most common my tags are: 

• My First Name 
• My Email Address

Miscellaneous Fields

The Misc section of your dynamic tags contains an opt-out link that you can add to your emails. The opt-out link removes the Person from further email communication.

Meeting Type Fields

Meeting type fields are available in the meeting defaults when composing your calendar invites. 

There are two groups of dynamic fields that are available for meeting details:

Meeting Owner fields:

• {{MeetingOwner.first_name}}
• {{MeetingOwner.last_name}}
• {{MeetingOwner.name}}
• {{MeetingOwner.email_address}}
• {{MeetingOwner.meeting_location}}: Default location specified in the user's Calendar Settings
• {{MeetingOwner.meeting_url}}

Person fields:

• {{first_name}}
• {{last_name}}
• {{name}}
• {{email_address}}
• {{company}}
• {{office_phone}}