Create Merge Fields in a Conga Email Template
This article describes how to create merge fields in HTML email templates.
Follow these steps:
- Click Template Builder in the Conga Composer window.
- Click the radio button for the Email template type.
- Click the Conga Email Templates tab and create a record.
- Enter a description and basic information about the new template.
- (Optional) Save the record, then click Advanced Editor to further edit the body of the template.
- Copy the desired merge fields from the Template Builder.
- Save the record.