Now you can easily insert Salesforce variables into any Sendoso template. This will make is way easier to have pre-created templates that can be shared across the team. These templates work for all types of sending options including handwritten notes, printed-on-demand collateral, Post-It notes, printed notecards, and eGifts.
To get started, click on Templates:
When you start creating a Template, click on the Insert Salesforce Field button:
Then you can select which Salesforce object and which Field(s):
Click on Save and that's it, your Template will look like this:
When Senders are about the send something they can click on the Template dropdown and select the newly created Template:
Then they can click on the "Preview Salesforce Fields" button:
And then the Template will be fully populated with the fields from Salesforce.
It also works on Bulk CSV upload too!
If you have any questions, let your CSM know and they can help!