How to create custom variables in Email Template
This article will help you walk through the steps on how to create custom variables in the email template.
Prerequisites
Permissions - Any user having Create permission on Email Template and Read permission on required entity
Product Plans - Elevate
Activities to be completed - None
Step By Step Process
Step 1: Navigate to settings Dashboard>> Customizations>>Lead Form Field>>Add Field.
Step 2: Click on add field and choose the field type, save it.
Step 3: Enter the required details and submit it.
Step 4: Custom field will be shown on the lead form fields listing page.
Step 5: Navigate to communication>>Email Template>>Insert Variables>>Custom Variables.
Step 6: Select insert variable from the created variable list, and click on update template.
Custom variables will be shown only when custom fields are created in the lead form field.
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