When creating emails as part of a cadence, you can use a number of different Ebsta merge fields. We also support Salesforce merge fields and using a CSV file as a source of recipients that include columns that can be used as custom merge fields.
Using an Ebsta merge field
1. Click Insert merge field.
2. Select an Ebsta merge field from the list.
Note: The !AutoSignature merge field is populated with your default Gmail Signature upon sending. Outlook users will need to set up a signature in Salesforce and use the !AutoSignatureSF merge field. This article from Salesforce details how to create a signature:
How to add email signature in Salesforce
3. The merge field will be inserted into the email body.
Using a Salesforce merge field
1. Click Insert merge field.
2. Click Add custom merge field.
3. Our standard merge field format will be inserted into the email body.
4. Change the field name to match your Salesforce merge field e.g. recipient.firstname
5. Set the default value. This will be used if the field is empty. You can chose to have no default value so if the field is empty, it will be replaced with a blank.
Supported Salesforce merge fields
- Contact*
- Lead
- Candidate
- Recipient**
- Sender
- Organisation
* The Salesforce Recipient merge field is treated as the universal Object for both Contact and Lead. If adding people to a cadence from a Contact list view, Ebsta will identify all Salesforce Contact record ID's and only look for the field values of those Contact records identified. If adding from a Lead List view, Ebsta will identify all Lead record ID's and only look for the field values of those Lead records identified above.
Supported field types
- Phone
- Picklist (Single value only, not multiple values)
- Text (the first type only i.e. allow users to input any combination of letters and/or numbers)
- URL
Using a CSV file with custom merge fields
You can use a CSV file as a source of recipients that include columns that can be used as custom merge fields.
First you will need to insert the merge field into the email body:
1. Click Insert merge field.
2. Click Add custom merge field.
3. Our standard merge field format will be inserted into the email body.
4. Change the field name to match the column header from your CSV file e.g. Product. (We will cover uploading your CSV file next).
5. Set the default value. This will be used if the field is empty. So in the example below, if there is the Product field is blank, the word 'fantastic' will be inserted into the email body.
You can chose to have no default value so if the field is empty, it will be replaced with a blank.
Next upload your CSV file:
1. Select your cadence in the cadence window and click Add recipients.
2. Click the CSV tab.
3. Click Choose File and select your CSV file*.
* Please ensure your CSV file adheres to the CSV File Format set out below or your file may not load.
4. Ebsta displays a list of recipients to be added to the cadence from your CSV file. You can use the check boxes to remove recipients from the cadence and can edit the values in the table if required.
5. Click Confirm.
6. Ebsta will confirm the total number of recipients that will be added to your cadence and when you are ready, click Send.
CSV File Format Requirements
The first four columns of the CSV file must have the following headers:
Firstname
Lastname
Company
Firstname and Email are mandatory fields and must contain valid values. If there are invalid or empty values in either of these fields, Ebsta will display them as below and these recipients will not be added to the cadence. You will need to make amends to your CSV file and reload.
Lastname and Company are not mandatory fields and can have empty values.
If your CSV file does not follow this format, your file may not load.