Conga Email Template Special Merge Fields
Conga Email Templates have a rich variety of tools, which are similar to the features available in Conga templates built in Microsoft Word.
The following features are available:
- Merge data fields from the Master, Org and User datasets. For more information, see Create a Conga Email Template.
- Merge Report and Query fields using Table- and Paragraph-based Detail Regions.
- For example Word templates, create a table and include a
{{TableStart:DataSet}}
and a{{TableEnd:DataSet}}
field to indicate where detail data should be located. Insert merge fields from the detail region in the cells between the TableStart and TableEnd. - You cannot add detail data to the Subject line of a Conga Email Template.
- For example Word templates, create a table and include a
- Hide tables based on the absence of rows on a Report or Query using TableHide. Within a table, include a
{{TableHide:DataSet}}
field to indicate that you want the table removed if no data is available in the dataset. - Calculate the sum of a table column using SUM(ABOVE). Find the sum of a column of numbers by appending a blank row to a table, and creating a SUM(ABOVE) field with
{{ =SUM(Above) \# Currency}
- Display a comma-separated list of Report or Query values using TableList. You can display a list of detail values with
{{TableList:DataSetName:FieldName:Punctuation}}
- Merge images into Image fields. Insert images using a
{{IMAGE:MergeFieldName}}
merge field. - Generate Hyperlink fields.
- Create dynamic hyperlinks by including a
{{HYPERLINK:MergeFieldName}}
field. The field from Salesforce must contain an “absolute” (complete) URL. Optionally, you can include a colon (:) after the merge field name, followed by “friendly” text to display as the clickable link, rather than simply merging the URL. For example:{{HYPERLINK:ACCOUNT_WEBSITE:Click Here}}
- To merge images within a Conga Email Template in Lightning, such as a company logo, users must upload the image as a Document in Salesforce Classic and check the Externally Available Image field for that Document record.
- Create dynamic hyperlinks by including a