Overview
This article explains how to correctly troubleshoot issues related to Merge Fields in Playbooks' emails. Some of the common symptoms related to this topic are:
- Merge field is not appearing in the dropdown choices or from the magnifying glass
- Merge fields are not populating or switching over to the correct information
Workflow
Instructions
Check if the merge field was added or created successfully
It may be that you never created the merge field in the first place, or something went wrong while adding it to Playbooks. In the Playbooks Manager app, go to Settings > Email > Merge Fields and look for the merge field that you want to use. See the Merge field not appearing in the drop-down KB Article for more information.
Insert the Merge Field manually
This behavior is observed when you copy and paste the text for the merge fields into the email composer. To solve this issue, you shall insert the merge field manually. For more information, please check the Merge fields are not populating KB Article.
Priyanka Bhotika
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