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Advantage Platform Administration

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery Agent for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

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Advantage Platform Administration

Email Templates

Adding JSON Data Merge Fields

You must be the Record Owner of the email template.

This task guides you through the process of integrating JSON data merge fields into your email templates. Ensure you have access to the email templates and are familiar with JSON data structure to effectively populate merge fields.

  1. Click the template name from the email templates list, or click the More () icon for the respective email template from the list and select Edit.
  2. Click Merge Field Lookup.
  3. Click Add JSON Data.
  4. Copy and paste your JSON data and click Populate Merge Data.
    Note:

    The Populate Merge Data button will only be enabled if you have valid JSON data. The validation message is also visible at the bottom of the text area box.

  5. Select either Display merge fields as text only or Display with merge field syntax as per your business use case.
  6. Select the Merge Field Types (either Single Merge Fields or Table Data) as per your business use case.
  7. Click the Copy () icon to copy the field and paste it into the email template body.
  8. Click Save.
Administrator Guide
Conga Advantage Platform Administration

September 7, 2026