Inserting Queried Data into an Approved Email
Content creators can use the {{customContent}} token to query information from Vault CRM and add that information to content, greatly enhancing flexibility when adding information to content.
Who can use this feature?
- Browser Users
- Users require an Approved Email license
- Content Creation Users
Using the Custom Content Token as
Content Creation Users
The token uses a SQL-like querying language and can reference any supported merge token field from the following Vault CRM objects using the {{ObjectName.FieldName}} format:
- account__vod
- address__vod
- approved_document__vod (only supported in email template)
The token uses the general format:
{{customContent[QUERY]}}
Where QUERY is replaced by a SQL-like query using the = operator.
For example:
{{customContent[SELECT field__c FROM my_object__c where zip__c = '{{address__v.zip__v}}' and product__c = 'Cholecap']}}
The returned value is stored in the email_config_values_v field on the sent_email__v object. If multiple results are returned, the first result is stored.
The token is case-sensitive, and should not contain extra spaces.
Ensure end users have at least Read field permission to all fields referenced by this token.
Addresses marked as Primary Addresses always return first if they match the query.
Marking the Custom Content Token as Required
The custom content token can be marked as required by adding :Required after the query:
{{customContent[QUERY]:Required}}
Emails cannot be sent if a required token returns NULL.
