Pick Available Substitutions

The following fields are grouped under Pick Available Substitutions:

• Object. Select from a drop-down list the type of recipient group (object) for the template. The recipient groups you can choose correspond to business objects for which a primary business component is specified, such as Account, Opportunity, Contact, and so on.

  The object you specify for the template is optional and is used to obtain values for the Available Substitutions list.

  The recipient group you specify determines only the substitution fields that are available for the template text. The actual recipients are determined when using the template, such as when using the Send commands or when sending email replies.

• Available Substitutions. Displays the business component fields that are valid for substitution. You can copy and paste such fields into the Text field for the template.

  The fields available for substitution are from the primary business component of the business object in the Object field.

  All substitution fields must be enclosed in brackets ([ ]) in the template text.

  For example, available substitution fields for Contact include [Contact.Last Name], while fields for Account include [Account.Name].

  Note: For an HTML template, make sure that the enclosing brackets and text of any substitution field text do not include any tagging changes. For example, do not change from bold to regular text in the enclosing brackets of a substitution field. Doing so might prevent proper data substitution.

  If your template must contain a literal bracket character ([ or ]), then insert a backslash character (\) before the bracket to escape the bracket character so that the character is correctly interpreted.

  Note: If a substitution field is not enclosed in brackets, or if you enclose the substitution field some other notation, such as percentage characters (%), then Communications Outbound Manager cannot perform substitution for the field.