Hi there,
We are trying to set up templates for our crm workflow, and we have a couple of questions.
1) Which type of templates should we be using for sending automated workflow emails, Email Templates or Mail Merge Templates? Can you explain the differences, and when each type is best used depending on the scenario? The help guide answers did not provide very clear answers.
2) On the Mail Merge Templates, is there a way to have each template automatically select the correct email address based on the lead/potential/account etc? Or do we really have to choose from the ENTIRE list of variables (95% of them are not even emails)?
3) What if we accidentally selected a phone number variable or some other variable that is not the correct email address? I tested it, and when I purposefully selected a non-email variable when prompted to select the email variable for finishing the merge and sending, Zoho CRM gave me a "sent!" notification. Shouldn't this have detected that the variable I selected was not valid?
Thanks to anyone with some answers!
Noah