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Provide additional details on where a merge field is pulling data from to make it easier for users to select the correct merge field, and have a preview option available for all communication settings to confirm the merge field entered is pulling the desired data.
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What is the business process you are trying to achieve?
Provide more detailed information on what data a merge field is pulling and provide preview option Details as to where a merge field is pulling the data from is vague and not very intuitive. For example, on the application status communications, merge field {EMPLOYEESTARTDATE}, there is no indication that the field is pulling from the offer card. That is one of several that could use some additional details to make it easier for users to select the correct merge field. In addition, it would be useful for there to be a preview option for all communication settings to confirm the merge field entered is pulling the desired data. |
Merge fields are very useful - having better access to all available merge fields and where they come from is powerful. getting all merge fields to be available and accessible is also necessary.
System settings - Sourcing - Overview template - there is no list of available merge fields presented - you are having to do trial and error to add them
Cristina - have a look at System settings Offer - merge fields