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Merge Delimiters

  • CRM Standard
  • VEM Alternative
  • VEM Hyperlink

Pseudo Entities

  • owninguser

Functions

  • date

 

 

 

 

 

VEM Merging - Delimiters and Codes

To enhance the functionality of your email templates you may like to take advantage of VEM Merge Codes...

Merge Delimiters

{![pseudoentity|vem]:[attribute];} - CRM Standard

{~[pseudoentity|vem]:[attribute]~} - VEM Alternative

http://~[pseudoentity|vem]:[attribute]~/ - VEM Hyperlink

Delimiters follow the syntax which is similar to CRM native raw dataslugs and designed to be compatible with CRM 4.0 and 2011. Currently these codes should be manually entered and tested before production usage.

VEM Hyperlink format can be used for successfully merging photos or other images using the SRC attribute, or hyperlinks using the HREF attribute as this is maintained when saving within a standard CRM template.

e.g. <img src="http://~systemuser:photourl~/" alt="~systemuser:fullname~ " />

Note: In order to ensure the ALT attribute contents are enclosed in quotes and not truncated it is necessary to insert space after the merge code above.

Current Date Time

{~vem:date_Z_LCID~}

The ‘Z’ parameter defines the formatting and uses general .net formats, e.g. 'd' is short date, 'D' is long date. http://msdn.microsoft.com/en-us/library/az4se3k1.aspx

The ‘LCID’ defines the culture (language) for the formats, e.g. 2057 is en-gb, 1033 is en-us. http://msdn.microsoft.com/en-us/goglobal/bb964664

Owning User

{~owninguser:attribute~}

Generally within a template you can reference attributes of the recipient or the sender. In addition, for contacts you can reference parent account attributes and for accounts you can reference primary contact attributes.

This extension allows you to also reference attributes of the recipient's owning user whilst having a consistent (e.g. Acme Sales) queue as the email campaign sender. That is - without the necessity to specify the sender as the recipient's owner.

A clear benefit is that the recipient can be advised of their own point-of-contact within the email.

 


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