For example, if we wanted to bold a dynamic value, we could put the dynamic value between a bold tag, seen here:Īfter inserting the template, you’ll notice the bold text is now visible:įurthermore, if you have a field value that is a URL, you can insert this value into the href on an anchor tag and create a dynamic hyperlink in your email: For starters, all of these dynamic values can be used, like all templates, with HTML code. There were also some great questions around HTML. And just to reiterate, regardless of the way you insert values, whether you use the out of the box insert method or you manually type it in, you can only insert values from one record. The Global Template Type is what you’d want to use for custom entities, or any other entity not listed in the template type drop down menu. With global templates, you can insert the template regardless of what entity record you select: If you so choose, you could write out the dynamic values as I had shown, but it’s much easier to use the out of the box method to select them. You will also be able to easily insert dynamic values into the template for that record type. If you select a Template Type aside from Global, you must have a record matching that type in either the Regarding field or any of the Send To, CC, or BCC fields. When creating a new email template, you first get prompted to select an Email Template Type. I’m going to assume you’ve read the previous entry, which is posted above. As a result of some great questions that I received on my first blog, Dynamic Values for Custom Entities in Email Templates, I wanted to write a follow up blog highlighting the resolutions to some of those inquires.