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Customer experience | Sales, Customer Insights,...
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How to add Contact email address field in Opportunity template

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Posted on by 5

Hi All,

I'm trying to send some email to the contact of that opportunity. Not when i was trying to configure it in Opportunity template inside the workflow but contact email address is not showing up. I also tried to map that in relationship field "contact to opportunity" but looks like it still not showing up. 

pastedimage1623966194885v1.png

Any help would be appreciated.

thank you!!

  • Verified answer
    Charan Raju C R Profile Picture
    Charan Raju C R 7 Super User 2024 Season 1 on at
    RE: How to add Contact email address field in Opportunity template

    Glad to hear that erfanCali.

    Please mark Yes for Did this answer your question? under the answer which helped you. Thanks

  • erfanCali Profile Picture
    erfanCali 5 on at
    RE: How to add Contact email address field in Opportunity template

    Yes, thank you so much!!

  • Ran Zhang Profile Picture
    Ran Zhang on at
    RE: How to add Contact email address field in Opportunity template

    Hi erfanCali,

    Can you please share whether Charan's suggestion helps?

  • Suggested answer
    Charan Raju C R Profile Picture
    Charan Raju C R 7 Super User 2024 Season 1 on at
    RE: How to add Contact email address field in Opportunity template

    Yes, email will be sent to selected contact’s email address.

  • erfanCali Profile Picture
    erfanCali 5 on at
    RE: How to add Contact email address field in Opportunity template

    Thank you for your reply. So selecting {Contact(Opportunity)} will be sending email to the contacts email address? right?

  • Suggested answer
    Charan Raju C R Profile Picture
    Charan Raju C R 7 Super User 2024 Season 1 on at
    RE: How to add Contact email address field in Opportunity template

    Hi erfanCali,

    Please refer below screenshot to select opportunity's contact as an email recipient.

    Opp_2D00_Contact_2D00_Email.PNG

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