You can add fillable fields to your templates and fill them with values from datasets by using the DatasetValue and WhatToEnter macros. With the DatasetValue macro, you get a value from a dataset inserted into an email message automatically. With the WhatToEnter macro, you can select what value to use while inserting a template into an email message.
To open a quick Datasets cheat sheet, click the button below.
When you insert such a template into an email message, the auto-fillable field will be replaced with a value from the specified column and row.
If you want to fill several fields in your template with data retrieved from the same row of a dataset by selecting a key value (a value from the key column identifying a row from where to retrieve a dataset value) only once, follow these steps.
When inserting such a template into an email message, select a key value to specify the row from where to retrieve data.
In your email message, the template fields will be filled with the necessary values in one go.
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