Conditional Merge Tags
under review
C
Chase Crawford
There needs to be a way to apply merge tags based on conditions.
For example, I want to send and SMS notification when our business has a missed call. I want the notification to either mention the contact's name or just share the phone number that called if we don't have their name.
Currently the only way to do this is to put merge tags for the number and contact name. The issue with this is that if we don't have their name, there is a blank spot in that message that is confusing.
There needs to be a way to say: use contacts name if we have it, otherwise use their phone number.
MailChimp has this feature and it's very useful. With MailChimp, you can even make conditions based off of the device that the user is on (so you can show a merge tag only on mobile for example).
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L
Leah Mansfield
Yes, we need this! Also, all opportunity values should also be able to be merge tags. For example {opportunity: lead value}, {opportunity: business name}. Currently, we can only use Contact Data as merge tags and not opportunities.
R
Ryan Hartigan
Leah Mansfield: Yup Core Platform
Core Platform
marked this post as
under review
R
Ryan Hartigan
Core Platform: all of these can be combined. I think I left my own thread on this idea too but can’t find it yet