Lists, Lead Scoring & Workflows

LNitti
Contributor

Customize personalized tokens in workflows

Hello,

We are working on automating our sales hand-off email after a deal moves into closed won.

 

I have built a workflow to send an internal email when a deal is moved to closed won. This internal email contains deal tokens. See below:

LNitti_0-1727374372183.png

 

What is happening is when the email is sent, when there is more than one of anything in those properties, it shows up all cluttered with no spacing. Like below: 

 

LNitti_1-1727374527193.png

 

Is there anyway to customize or format how these show up in these emails?

0 Upvotes
2 Replies 2
kennedyp
Community Manager
Community Manager

Customize personalized tokens in workflows

Hey @LNitti -- could you show us what those values look like on an enrolled record? 

For example, I have a multi-checkbox field I get the values listed and separated by commas. Maybe the type of field you are using is the issue here. 

 

Check out my example screenshots: 

Internal email notification example.png

Property with mutiple values.png

  


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00000
Top Contributor

Customize personalized tokens in workflows

Hi @LNitti ,

Happy to try to help!

 

Could you please include two screenshots?

1. How the email appears on your build side with the tokens.

2. How the email appears when sent.

 

Thanks,

Chel