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Re: Automations - adding fields to the automation

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Jordana_Stein
4 - Data Explorer
4 - Data Explorer

Hi,
I’m trying to create automations - that an email is sent when a record has a certain status. What I’d like to do is include certain fields in the email, so that the email includes, for example, a records name. Ideas?

1 Reply 1
Joel_Abrams
5 - Automation Enthusiast
5 - Automation Enthusiast

You click the blue plus button next to the subject or body line in the email, then click on the “record from step 1”
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And then click on the insert button for the field you want in the email
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