I have created a custom open house address field in contacts, and would like to add the address, as a merged filed into the body of a smart plan for OH follow up. Because I am unable to do this, it would mean I have to generate a new smart plan for each OH I host, as I want to make sure the contact knows which OH they met me at. This is no way efficient, and just easier not to use the smart plans when following up. Let's allow for custom merge fields, so we can truly be efficient.
Kevin Watson
supported this idea
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I have created a custom open house address field in contacts, and would like to add the address, as a merged filed into the body of a smart plan for OH follow up. Because I am unable to do this, it would mean I have to generate a new smart plan for each OH I host, as I want to make sure the contact knows which OH they met me at. This is no way efficient, and just easier not to use the smart plans when following up. Let's allow for custom merge fields, so we can truly be efficient.