Outlook Sales Extension

purkey951
Member

Email Templates

SOLVE

Is it possible to put a token for the specific date that you use a template? Looking to have this automatically add the date to the body of the email message itself.

 

Take today for example 

"6/13/2017"

 

 

Thanks

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1 Accepted solution
aliciaw
Solution
Top Contributor

Email Templates

SOLVE

Hey there. We've found that within the templates/sequences, it's only possible to insert tokens that represent existing contact or company tokens. If you were to create a Date property, you could insert it, but it won't automatically update to today's date. 

You might be able to figure out a workflow that would automate the process, but you'd need access to that part of the tool and you would have to figure out a trigger that would apply to your contacts on the day you'd like to send the email. And keep in mind sequence enrollment won't be automated, that will still have to be manual. 

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1 Reply 1
aliciaw
Solution
Top Contributor

Email Templates

SOLVE

Hey there. We've found that within the templates/sequences, it's only possible to insert tokens that represent existing contact or company tokens. If you were to create a Date property, you could insert it, but it won't automatically update to today's date. 

You might be able to figure out a workflow that would automate the process, but you'd need access to that part of the tool and you would have to figure out a trigger that would apply to your contacts on the day you'd like to send the email. And keep in mind sequence enrollment won't be automated, that will still have to be manual.