Format Merge Fields in a Conga Email Template
Similar to merge fields in Microsoft Word templates, merge fields in HTML email templates provide several formatting switches (called “picture switches”) that affect the appearance of your merged data – this is invaluable, particularly for numbers and dates. You can use the Template Builder to add these picture switches to your merge fields so the merged data is correctly formatted in your email. Alternately, you can manually add a picture switch to your field by simply typing it into your merge field in the HTML email template.
To manually add a picture switch to a merge field:
- Click after the merge field name, but inside the double curly braces.
- Type a space and picture switch.
Example: {{ACCOUNT_CREATEDDATE
\@ MM/dd/yy}}
You can format the following types of fields:
Date Fields
|
Parameter |
Description |
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|---|---|---|---|---|---|---|---|---|---|
|
Month (M) |
Displays the month.
The letter M must be uppercase to distinguish months from minutes. |
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|
Day (d) |
Displays the day of the month or the day of the week.
The letter d can be either uppercase or lowercase. |
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|
Year (y) |
Displays the year as two or four digits.
The letter y can be either uppercase or lowercase. |
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|
Hours (h) |
A lowercase h bases time on the 12-hour clock. An uppercase H bases time on the 24-hour clock.
|
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|
Minutes (m) |
Displays minutes.
The letter m must be lowercase to distinguish minutes from months. |
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|
A.M. and P.M. (AM/PM) |
|
Number Fields
When Conga Composer populates a numeric value, the digit grouping symbol (the “thousands separator”) is defined according to your Locale settings (as defined in Salesforce’s Setup > Personal Information) or according to the &Culture or &CurrencyCulture Conga Composer parameters.
Despite the cultural settings that govern the output from Conga Composer, within an appearance parameter you must use a comma (",") for the digit grouping symbol (for thousands) and a period (".") as the decimal symbol.
|
Parameter |
Description |
|---|---|
|
0 (zero) |
Specifies the requisite numeric places to display in the result. If the result does not include a digit in that place, Word displays a 0 (zero). {{Points \# 00.00}} appears as 09.00. |
|
# |
Specifies the requisite numeric places to display in the result. If the result does not include a digit in that place, nothing appears in that place. {{Cost \# $### } appears as $15. |
|
, (digit grouping symbol) |
Separates a series of three digits. The digit grouping symbol is always entered as a comma into the formatting code, regardless of the country’s cultural preference. Conga Composer will format the output according to the cultural preference. {{= NetProfit \# $#,###,###}} appears as $2,456,800. |
|
%, $, *, and so on |
Includes the specified character in the result. {{= NetProfit \# "##%"}} appears as 33%. |
|
[positive value];[negative value] |
Specifies different number formats for results with positive or negative values. {{Sales95 \# "$#,##0.00;-$#,##0.00"}} Positive values appear as $1,245.65. Negative values appear as -$1,245.65. |
|
Currency |
Formats the value according to the Salesforce Locale, including a currency symbol, digit grouping symbol, and two decimal places {{OPPORTUNITY_AMOUNT \# Currency}} |
| Currency0 Also available: Currency1, 2, 3, 4 |
Formats the value according to the Salesforce Locale, including a currency symbol, digit grouping symbol, and zero decimal places (or 1 decimal place, 2 decimal places, 3, 4, or 5 if using Currency1, Currency2, Currency3, etc.) {{OPPORTUNITY_AMOUNT \# Currency0}} |
|
Number |
Formats the value according to the Salesforce Locale, excluding a currency symbol, but including a digit grouping symbol, and two decimal places. {{OPPORTUNITY_AMOUNT \# Number}} |
|
Number0 |
Formats the value according to the Salesforce
Locale, including a digit grouping symbol, but excluding two decimal places
and a currency symbol. {{OPPORTUNITY_AMOUNT \# Number0}} Can also be used with SUM fields. |
|
Percent |
Formats the value according to the Salesforce
Locale, by multiplying the value by 100 and including a digit grouping
symbol, two decimal places, and a percent sign. {{OPPORTUNITY_PROBABILITY \# Percent}} Cannot be used with SUM fields. |
