Zoho CRM Email Template or Zoho Campaign email with a CALCULATED merge field.

Zoho CRM Email Template or Zoho Campaign email with a CALCULATED merge field.

Hi folks,

I wish to send a small number (12-16) of emails to staff (users) that contain merge fields that is date-based.  Basically, I need to month (eg. August)  and year (e.g. 2020) as text within the email.  The month and year will always be for the CURRENT DATE.  (E.g. if the email was to be send on 2nd August 2020, then the month merge field would be August and the year merge field would be 2020.

For example, I would like to have the following in the email:

"Please note that your research paper for {Month} {Year} is due next week.  To submit, please click this link:
https://myformurl.com?userid={userid}&month={month}&year={year} "

Obviously the above text is for illustrative purposes only - I know the merge fields have a different format.  My question is:  HOW can I get the month and year as merge fields into an automated email, either via the CRM or Campaigns?

Best regards,
joe






      • Sticky Posts

      • How to Add Users to your Organization in ZohoMail?

        A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________