Yes! Yesware Templates support three types of dynamic fields called Merge Fields to help you personalize messages at scale. These can be used in both Gmail and Outlook templates, and can also be inserted into Campaigns. 

1. Text Field

Text Fields act as blank, fillable fields that you can complete before sending an email.

How to add a Text Field:

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

• Give the field a name and click OK.

• When using the Template, you'll be prompted to enter your desired text.

• If you reuse the same field name (e.g., "Name") in multiple places within a Template, filling one will fill them all.

2. Dropdown Field

Dropdown Fields allow you to predefine options that can be selected when using the Template.

How to add a Dropdown Field:

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

• Name the field and create up to five options.

• When using the Template, you'll be prompted to choose one of the predefined values.

3. Salesforce Field (Enterprise only)

Salesforce Fields allow you to pull data directly from Salesforce records.

How to add a Salesforce Field:

• In the Template editor, click Insert Merge Field, then choose Salesforce Field.

• Start typing the name of the Salesforce field; matching options will appear.

• Select a field and click OK.

Yesware will automatically check the first recipient in the "To" field of your email:

• If a matching Contact or Lead is found in Salesforce, the fields will be populated with data from that record.

Note: Salesforce Fields are available only to users on the Enterprise plan.

Using Merge Fields When Sending Emails

• In Gmail: Open a compose window and click the Templates button at the bottom. Click Fill In to populate fields or use Insert if no merge fields need filling.

• In Outlook: Open a compose window, click the Add a Template button in the ribbon, and select your Template. Make sure to click the Template itself (not Insert) first to fill in the merge fields before sending.

Using Merge Fields in Campaigns

You can insert any Template with Merge Fields into a Yesware Campaign, allowing you to send personalized emails to many recipients using dynamic fields that match:

• Columns in a CSV upload

• Table data

• Salesforce fields

This allows you to scale your outreach while maintaining a personal touch without rewriting your message for every recipient.