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You'll notice that an additional task that has appeared below this one. It is an email step, with a template attached. If you click on the email icon on the far right of the task, it will pull up the template.
Notice that merge tags that have been added to email templates will pull in info from the custom field. Merge tags, such as {{assignee.name}}, dynamically insert specific information into email templates. For instance, the Assignee Name merge tag pulls the name of the user assigned to a specific task, ensuring the correct individual is referenced in the email. If a task is assigned to a role like Property Manager, the merge tag will display the name of the user fulfilling that role.
A quick note about automatic emails:
Some emails and texts in a process will be set to go out automatically while others will need to be sent manually. Here's how to tell the difference.
Manual emails will have a checkbox and look like this:
Automatic emails will have a lightning bolt to show they are set to go out automatically:
Automatic emails will go out automatically at their due date and time, while manual emails will need to be sent manually by clicking the blue email button next to the email template name. Automatic emails will not show up in your task list (unless you filter your tasks by automatic tasks), but will be visible on the process.
Troubleshooting Issues with Custom Fields and Merge Tags
If your email template displays a blank line instead of the expected custom field value, ensure the custom field is filled out in the 'Details' section on the right side of the page. Additionally, verify task assignments to ensure merge tags like {{assignee.name}} display the correct information. Testing the template by sending a test email can help confirm that all fields and tags function as intended.