Yesware offers two types of merge fields, Text Fields and Dropdown Fields, that allow you to personalize Templates quickly and efficiently. Enterprise users can also leverage Salesforce Fields for deeper personalization.

These merge fields can be used in both Gmail and Outlook, with slight differences in how Templates are inserted during email composition.

Merge Field Types (Shared Across Gmail & Outlook)

1. Text Field

• In the Template editor, click "Merge Field" and then select "Text Field."

• Give the field a name and click "OK."

• Text Fields serve as blank, freeform inputs you can populate later.

• If you use the same field name (e.g., "Name") multiple times in a Template, filling in one will populate all instances.

2. Dropdown Field

• In the Template editor, click "Merge Field" and then select "Dropdown Field."

• Name the field and create up to five options.

• Dropdown Fields function as a picklist when you're composing or previewing the Template.

Using Templates with Merge Fields

For Gmail

1. Open a compose window.

2. Click the “Templates” button at the bottom of the email draft.

3. Select the Template you want to use.

4. Click:

   • “Fill In” to populate your merge fields interactively.

   • “Insert” to drop the template as-is (use only if the Template doesn’t require field input).

For Outlook

1. Open a compose window.

2. Click the “Add a Template” button in the Outlook ribbon.

3. Find and select the desired Template.
   (No separate "Fill In" option; fields are filled within the Template workflow itself.)

Merge Fields in Campaigns (Gmail & Outlook)

You can insert Templates with Merge Fields into Campaigns to send personalized emails to hundreds of recipients—all while only composing a single email. Merge Fields ensure each message feels individually crafted.