Variables available for Email Template - Campaign

đź’¬ General Discussion
1

I want to add some account fields - ie. Account Email. to an email template. I do not have an option to use variables from the Accounts module, only Contact/Lead/Target. Anybody know of a way to do this?

The target list I am using has a mix of Contacts and Accounts, but there is no option for Accounts in the Insert Variable drop down.

2

Hi there,

If you have SuiteCRM there should be all modules available for email templates.

Did you upgrade from SugarCRM CE? Have you run a Quick Repair & Rebuild and executed any changes?

Thanks,

Will.

3

Hi Will,

Thanks for responding so quickly!

I am running SuiteCRM. I did do an upgrade from SugarCRM CE. I have completed a Quick Repair & Rebuild with no change in that drop down. I noticed that I did not mention that this is an email template for a email campaign.

4

Hi there,

Can you provide a few screen shots? That’d help. In SuiteCRM, there should be variables for all email templates.

Thanks,

Will.

5

Hi Will,

I am able to go into Emails…then hover over Emails->View Email Templates. I can edit the template in here and see the variables for Account. I do not see Account when I open the campaign and edit the email template. When I attempt to run the campaign, the variable $account_email1 shows up instead of nothing (if the email is directed to a contact) or the email address (if the email is directed to an account). I had this functionality with SugarCRM - I also remember having to make some changes to make it work…but I am not sure what changes I made now.

I have attached two images. One is from the campaign email editor and the other is from the email template editor.

Kevin

6

I am assuming that this hasn’t been seen or there is no solution…this is how the demo works too.

7

hello,

has anyone a solution for this issue?
I am also trying to add one more varaiable in a template but still not figured out how to do this…
Thanks in advance

regrads.