Why does preview merge the first record in a custom table and not the expected record?
Why does preview merge the first record in a custom table and not the expected record?
The Preview step of the email template or campaign creation process is intended to preview design. At a general level the Preview page can verify that a merge tag works, but it is not intended to verify that the merge tag accurately represents records from a table. The Preview page does not contain logic that can evaluate tables with multiple rows.
For this reason, in the Preview step, the system will always pull the first custom table record.
The best way to verify that merges from a table are working properly is to use the Test step of a campaign. This is the only time that the system can accurately evaluate the segment and contact records to determine which row matches criteria.
Currently, there is no way for Administrators to delete Custom Table records within the UI. Instead, we recommend that records be overwritten with additional data via an import or an automation step. Please Note: It is possible to have Custom Table ...
Easily access the fields in your custom table for updates. Follow the steps in this article to rename a field in a custom table in your account. How-To Navigate to Contacts > Configuration > Custom Tables. Hover over listed custom table name in the ...
When it comes to populating data to custom tables, you have options. Most often custom tables are populated via manual CSV imports, through an integration with another application, or via API. In this article we will cover the steps to import a CSV ...
You may want to use a contact's first name to give your email a more personal touch. While the merge tag used in the body of an email would be merge tag then comma, %%FirstName_%%, (read as 'Jane,') the merge tag used in the subject line has slightly ...
We would not recommend deleting fields from your custom table(s) but instead would recommend that the field is edited to be hidden. To do this, follow the steps below: How-To 1. Navigate to the Contacts dashboard. 2. Select "Configuration" from the ...