Merge field connundrum

Merge field connundrum

I'm looking for some assistance with an issue we have currently please.

The example is.
We have a deal with a picklist value to enable a choice of different websites - eg google.com, websitecom, madeupwebsite.com there are 20 choices in total.

We also have one email template that sends out based on the information chosen in this picklist field. There can be multiple variations of this field so impossible to have templates for all scenarios.

The current email template currently includes the mail merge for the picklist and subsequently returns all the picked values in a single line. However, in our email template we would like to include some further information depending on the websites selected. EG each website has a contact email address we wish to display.

To solve this issue I created checkbox fields for each of the 20 websites with the title of the fields including the website address, eg . eg google.com (wendy@google.com), websitecom (mr@website.com), madeupwebsite.com (user2@madeupwebsite.com)

The idea being that if the box is checked the title of merge field should display thus giving the client the additional information they need.

However I can't get the title of the checkbox to appear.

Any help or suggestions on how to get this working would be much appreciated

      Zoho Developer Community




          Bootcamp
          Community
          Pricing
          Webinars
          What's New
          Integrations
          Contact Support
          Contact Sales

            Zoho Survey Resources
              Features
              Survey Templates
              Integrations
              Community
              iOS Mobile Surveys
              Pricing
              Android Mobile Surveys
              Insurvey Blogs
              Insight Blogs
              Tips & Tricks







                            Latest Feature Updates


                                Zoho Desk Resources

                                • Desk Community Learning Series


                                • Digest


                                • Functions


                                • Meetups


                                • Kbase


                                • Resources


                                • Glossary


                                • Desk Marketplace


                                • MVP Corner


                                • Word of the Day




                                    Zoho Marketing Automation
                                      Zoho SalesIQ Resources

                                            • Sticky Posts

                                            • Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

                                              Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such

                                            • Custom Function : Automatically send the Quote to the related contact

                                              Scenario: Automatically send the Quote to the related contact.  We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow

                                            • Function #50: Schedule Calls to records

                                              Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM

                                            • Function #37: Create a Purchase Order from a Quote

                                              Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,

                                            • Function-2: Round-Robin assignment of records

                                              Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the


                                            Manage your brands on social media
                                            Access Zoho Social

                                              Zoho Pagesense Resources


                                                  Zoho TeamInbox Resources

                                                    Zoho DataPrep Resources



                                                      Zoho CRM Plus Resources

                                                        Zoho Books Resources


                                                          Zoho Subscriptions Resources

                                                            Zoho Projects Resources


                                                              Zoho Sprints Resources


                                                                Qntrl Resources


                                                                  Zoho Creator Resources



                                                                    Zoho WorkDrive Resources



                                                                      Zoho Campaigns Resources


                                                                        Zoho CRM Resources

                                                                        • CRM Community Learning Series

                                                                          CRM Community Learning Series


                                                                        • Tips

                                                                          Tips

                                                                        • Functions

                                                                          Functions

                                                                        • Meetups

                                                                          Meetups

                                                                        • Kbase

                                                                          Kbase

                                                                        • Resources

                                                                          Resources

                                                                        • Digest

                                                                          Digest

                                                                        • CRM Marketplace

                                                                          CRM Marketplace

                                                                        • MVP Corner

                                                                          MVP Corner





                                                                            Design. Discuss. Deliver.

                                                                            Create visually engaging stories with Zoho Show.

                                                                            Get Started Now