Customers are more likely to engage with your messaging when it’s personalized. Use
Handlebars merge fields to personalize content you create in Account Engagement with information from your prospect records. You can also insert information about your
company, like your business address, and create defaults to use when prospect records don’t
contain certain values.
Required Editions
| Available in: All Account
Engagement Editions |
- Guidelines for Using Handlebars Merge Language in Account Engagement
When using Handlebars Merge Language (HML) merge fields to personalize content in Account Engagement, keep these guidelines in mind.
- Handlebars Merge Fields in Account Engagement
Handlebars Merge Language (HML) offers fields that represent business unit information, user information, and data from prospect records. To further personalize your content, create merge fields for any custom prospect or prospect account field not set to record multiple responses.
- Use HML Conditional Merge Fields
You can use Handlebars merge fields to create simple conditional logic statements in your Account Engagement content. These statements render default content when prospect records don’t contain a value for certain fields.
- How User Merge Fields Populate in Account Engagement Emails
When sending an email, the way your user Handlebars Merge Language (HML) fields populate depends on a few factors. Is the recipient assigned to a user? Is the email sent from a user or from a general name and address? When choosing a From address sender, the email send logic cascades to the next specified sender.
- HML Merge Field Modifiers in Account Engagement
The merge field values you embed in your content can vary in format and use. Modifiers are strings added to merge fields that tell the system how to format the output. Handlebars Merge Language (HML) supports modifiers that protect sensitive information and keeps your embedded data clean for people to read.
