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.

The token can directly reference any field of a supported object reference field type, along with retrieving values from .txt attachment fields.

Who can use this feature?

  • Browser, iPad, iPhone Users
  • Users require an Approved Email license
  • Content Creator Users

Configuring Attachment Fields for the Custom Content Token for

Using the Custom Content Token as