Question
I use BlastWizard for AppExchange. How do I personalize my email with lead/contact details?
Answer
There are 4 different groups of merge codes in BlastWizard. They are:
1. Lead Merge Codes like `merge:lead_firstname, used to merge lead data
2. Contact Merge Codes like `merge:contact_firstname , used to merge contact data
3. User Merge Codes like `merge:user_firstname, used to merge user data (lead/contact owner or currently logged in user)
4. Other Merge Codes like `merge:_receiver_first_name , used when you are using an external list.
You do not need to have different templates for leads/contacts & externally uploaded recipients. You can have a single template with all three merge codes. BlastWizard will merge data according the type of record and suppress the other merge codes.
A snippet for a typical salutation is:
Dear `merge:lead_firstname`merge:contact_firstname`merge:_receiver_first_name,
| 