Custom Email Variables in SugarCRM

by Amanda Anderson on January 21, 2011

Custom Email Variables Allow UpCurve Cloud Customers To Easily Compose Emails Using Data Stored In SugarCRM

UpCurve Cloud has created custom email variables in SugarCRM for several clients. An email variable is an ID tag that will pull in data from your CRM for Accounts, Contacts, Leads, Targets, and Users. When creating email templates, users can choose an email variable that will automatically pull in fields from certain modules in SugarCRM. For example, in the greeting of the email a user can place a variable for a contacts name after "Dear" and SugarCRM will automatically fill in that data based on email comparison for the person receiving that email.

Credentials tab

SugarCRM includes some email variables for templates as mentioned above. However, some variables for existing modules, custom fields, and custom modules aren't included. Some of UpCurve Cloud 's clients needed the ability to pull data into email templates that weren't available with Sugar out-of-the-box.

Sugar's flexibility made it easy for UpCurve Cloud to create any variable related to any field or module in the CRM system. One of UpCurve Cloud 's clients needed custom variables created to allow greater integration between email templates and the cases module in SugarCRM. This would allow them to quickly pull information out of the cases module and into email templates. Some examples of custom email variables that UpCurve Cloud created for that client included:

  • Case Number
  • Job Number
  • Account Name Related to the Case Number
  • Address of the Account Related to that Case

When a user is on a case and clicks "Compose Email" from the activities subpanel, they will be able to click "Options" then choose a template from the drop-down, which will bring in the saved template that UpCurve Cloud created with the variable identifiers {case_number}, {job_number},{account_number}, etc. When the email is actually sent out, it will replace those variables with the proper data. In this instance, the email variables needed to pull from the cases module in SugarCRM. So in order to follow standard Sugar behavior for email variables, the subject of the email template needed to start off with "[Case:xxx]" where xxx is the case number. This is how SugarCRM knows which case to grab the data from and "[Case:xxx]" will disappear once the email is sent by the user.

The ability to pull any information from your CRM and place that into an email saves users time and brings more value to emails by relating more data to the receiving contact. For more information about custom email variables, contact us today.

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PRODUCT: SugarCRM

AUDIENCES: Administrators End Users