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Using Reviews.com in an Email Template

Microsoft Dynamics CRM Forum

Sam Conroy asked a question on 23 Apr 2019 5:39 AM

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Hey all,

I've created an email template that fires off from workflow with a click of a button. 

That part is working fine however the dynamic fields that draws data from the email/opportunity record seems a little broken.

Here is the code in the hyperlinks we use from our Sunrise Logging system:

www.reviews.co.uk/.../landing_new_review;user=<4:Contacts.Incidents to Contacts.Forename>&order_id=<1:incident ID>&email=<8:Contacts.Incidents to Contacts.Email>&branch=New%20Customer

And here is the equivalent I made for our Dynamics CRM system:

 

www.reviews.co.uk/.../landing_new_review****************&user={!Opportunity:Contact;}&order_id={!Opportunity:Opportunity Number;}&email={!Contact : Email;}&branch=New%20Customer

I've highlighted the fields that pull data from the records from each system but for some reason it fails to populate in the reviews system.

My guess is due to the {} being invalid or something?

Basically rather than just saying the persons name, it shows "{!Opportunity:Contact;}".

Has anyone had any experience doing anything like this?

Cheers

Sam

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Sreevalli Balleda responded on 23 Apr 2019 6:19 AM
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Hi,

It is correct to be the values in braces, but how did you populated these email merging details, first two are referring Opportunity and 3rd one referring contact (I guess it should be opportunity contact's email - Isnt it?)

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Sam Conroy responded on 23 Apr 2019 6:32 AM

Hi Sreevalli,

In this instance, that dynamic field reference doesn't really matter too much as it's not even showing the contact name. That particular field would populate a separate blank field to save them typing out the email address again however it's not even getting that far.

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Sreevalli Balleda responded on 23 Apr 2019 7:00 AM
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Sorry, I am confused. we use the email templates to populate the dynamic values. could you please elaborate the error and your approach to achieve it

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Sam Conroy responded on 23 Apr 2019 8:07 AM
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Hi Sreevalli

I figured it out -

Basically I originally built the template in the template editor in Dynamics but I copied/paste the link in.

Dynamics doesn't convert the text when copied in so by pasting in "{!Opportunity:Contact;}", does absolutely nothing. I had to copy my whole link in and then use the Insert/Update button to add the fields within the link, allowing it to work (making them turn yellow).

Sam

www.reviews.co.uk/.../landing_new_review;user=<4:Contacts.Incidents to Contacts.Forename>&order_id=<1:incident ID>&email=<8:Contacts.Incidents to Contacts.Email>&branch=New%20Customer
 
This is how it should look inside the template editor: 
www.reviews.co.uk/.../landing_new_review****************&user={!Opportunity:Contact;}&order_id={!Opportunity:Opportunity Number;}&email={!Contact : Email;}&branch=New%20Customer
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Sreevalli Balleda responded on 23 Apr 2019 8:11 AM
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Perfect, good to hear that.

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Sreevalli Balleda responded on 23 Apr 2019 6:19 AM
Suggested Answer

Hi,

It is correct to be the values in braces, but how did you populated these email merging details, first two are referring Opportunity and 3rd one referring contact (I guess it should be opportunity contact's email - Isnt it?)

Reply
Sreevalli Balleda responded on 23 Apr 2019 7:00 AM
Suggested Answer

Sorry, I am confused. we use the email templates to populate the dynamic values. could you please elaborate the error and your approach to achieve it

Reply
Sam Conroy responded on 23 Apr 2019 8:07 AM
Suggested Answer

Hi Sreevalli

I figured it out -

Basically I originally built the template in the template editor in Dynamics but I copied/paste the link in.

Dynamics doesn't convert the text when copied in so by pasting in "{!Opportunity:Contact;}", does absolutely nothing. I had to copy my whole link in and then use the Insert/Update button to add the fields within the link, allowing it to work (making them turn yellow).

Sam

www.reviews.co.uk/.../landing_new_review;user=<4:Contacts.Incidents to Contacts.Forename>&order_id=<1:incident ID>&email=<8:Contacts.Incidents to Contacts.Email>&branch=New%20Customer
 
This is how it should look inside the template editor: 
www.reviews.co.uk/.../landing_new_review****************&user={!Opportunity:Contact;}&order_id={!Opportunity:Opportunity Number;}&email={!Contact : Email;}&branch=New%20Customer
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Sreevalli Balleda responded on 23 Apr 2019 8:11 AM
Suggested Answer

Perfect, good to hear that.

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