Merge Salesforce Text or Email Subject Fields

Business Background

Use the Merge Salesforce Fields formula to incorporate values from a record. For example, you can place a merge field in an email template so that the greeting includes the recipient’s name rather than a generic “Hello!”.

Titan Solution

• Use Titan Survey’s Add Email Element functionality to add text or an email subject to an email template, a mail merge template, a custom link, or a formula to incorporate values from records in Salesforce.

How to Video

Use Titan Survey to easily create web or email surveys for Salesforce. In this video we will show you how to merge Salesforce fields in Titan Email Survey text or email subject.

• 0:08 Learn more about how to merge Salesforce fields in email survey text or email subject.
• 0:41 We show how to insert text directly from Salesforce.
• 1:24 We show you how to modify the Salesforce fields using text or email subject.
• 1:40 You can view all the text you pulled from Salesforce.
• 2:41 You can send the survey using email, SMS, or WhatsApp, using an email template or creating a custom email.
• 3:06 You can view your merge fields that you inserted in your email survey. View your subject and the text.

How to Guide

When you open an email survey, there are two Add Text/Media buttons. One is located at the top of the slide, above the question field and the other is found underneath the question fields.

This means that you can add extra text or media (an image or video link) above or below the question.

1. Click on either of the Add Text/Media buttons. The Add Email Element screen opens.

2. Click on the Text option and click on the Insert button. The Custom HTML screen opens.

3. Type any text in the field. You can edit the font type and size, or use any of the other features available. You can insert Salesforce fields.
4. Click on the Insert field option. The Field from Salesforce screen opens.

5. Select an object from the drop-down list. The Select field drop-down is show.
6. Select a field from the drop-down list and click on the Apply button. The field is added to the Custom HTML screen. You can add multiple fields.

7. Click on the Apply button on the Custom HTML screen. The field is added to the slide.

8. Click on the Kebab button next to the added text. A popup opens. You can edit the text, configure padding, add text or an image or delete the text.