Can I add Conditional merge tags on my Templates?
Hi
I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM?
In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter should be conditional to that.
We have used Mailchimp for over a year and they do have the conditional feature: this is an example of something we would use there:
So it basically says that if the person is a male Dr. he will be addressed as Estimado Dr. if she is a female Dr. She will be addressed as Estimada Dra. if we do not have a Salutation he/she will be addressed as Hello ; and If he provided his First Name then his Name will be inserted but if he didn´t gave one it will be empty WITHOUTH A SPACE, same goes for its Last Name, and if for some strange reason we don´t have a First or Last Name (it could happend with a lead at an event for example) it will be left blank and we would use another Conditional to add their Business Name only.
Examples: "Estimado Dr. John Doe...", "Estimada Dra . Joan Doe...", "Hola Joan Doe" / "Hola John Doe"
I have searched through your support areas but found nothing like this, you just mention that we can use the Mail merge tags but nothing really elaborated about their usage. And mostly just mentioned at Zoho Campaigns but not in ZOHO CRM
This would be extremely helpfull and will save us a lot of time, or else merge tags would be pretty much useless in our business/language when saving templates.
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I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM?
In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter should be conditional to that.
We have used Mailchimp for over a year and they do have the conditional feature: this is an example of something we would use there:
- *|IF:DrDra = Dr.|* Estimado Dr.*|ELSEIF:DrDra = Dra.|* Estimada Dra.*|ELSE:|* Hola*|END:IF|* *|IF:FNAME|* *|FNAME|* *|ELSE:|* *|END:IF|* *|IF:LNAME|* *|LNAME|* *|ELSE:|* *|END:IF|*
So it basically says that if the person is a male Dr. he will be addressed as Estimado Dr. if she is a female Dr. She will be addressed as Estimada Dra. if we do not have a Salutation he/she will be addressed as Hello ; and If he provided his First Name then his Name will be inserted but if he didn´t gave one it will be empty WITHOUTH A SPACE, same goes for its Last Name, and if for some strange reason we don´t have a First or Last Name (it could happend with a lead at an event for example) it will be left blank and we would use another Conditional to add their Business Name only.
Examples: "Estimado Dr. John Doe...", "Estimada Dra . Joan Doe...", "Hola Joan Doe" / "Hola John Doe"
I have searched through your support areas but found nothing like this, you just mention that we can use the Mail merge tags but nothing really elaborated about their usage. And mostly just mentioned at Zoho Campaigns but not in ZOHO CRM
This would be extremely helpfull and will save us a lot of time, or else merge tags would be pretty much useless in our business/language when saving templates.
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