Business admin
Gong Engage*
Field placeholders in Gong include built-in system field placeholders defined by Gong and CRM-field-based field placeholders created by admins. For details on how to configure CRM fields to be field placeholders, see Create field placeholders.
The built-in field placeholders provided by Gong are:
Field placeholder label | Field placeholder description |
|---|---|
Recipient first name | Display the first names of the recipients in the "To" field. Displays up to 3 recipients by name (Sarah, John and Mike). For 4 and more recipients, displays only the first name of the first person in the “To” field. |
Sender first name | Displays the first name of the person in the “From” field. |
Meeting title | Displays the title of the meeting that triggered this email. |
Meeting date | Displays the date of the meeting that triggered this email. When relevant, date is preceded by “yesterday,” “today,” and “tomorrow”. |
Meeting hour | Displays the hour of the meeting, in AM/PM time format, that triggered this email. |
Recording link | Displays the link to the recording that triggered this email. |
Email subject | Displays the subject of the email that triggered this email. |
Recipient job title | Displays the job title of the person in the “To” field. |
Recipient company name | Displays the company name of the person in the “To” field. |
Primary scheduling link | Displays the sender's primary scheduling link, as set up by the sender in My Settings |
My scheduling link 2 My scheduling link 3 My scheduling link 4 My scheduling link 5 | Displays the sender's scheduling links, as set up by the sender in My Settings |
How to add field placeholders to templates and flow emails
Once created, field placeholders can be inserted into templates and flow emails.
Add field placeholders to the subject
Where to go: Engage > Templates > Select a template or Engage > Flows > Select a flow > Select an email step
Click the subject field. The Add placeholders button appears. Click Field placeholder to display the menu.
Add field placeholders to the message body
Where to go: Engage > Templates > Select a template or Engage > Flows > Select a flow > Select an email step
Click Add placeholders in the toolbar along the bottom and the placeholder menu will be displayed.
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How to use conditional field placeholders
Where to go: Engage > Templates > Select a template or Engage > Flows > Select a flow > Select an email step
Conditional field placeholders say "if the specified condition is true, then use this language". Conditional field placeholders can be found in the 'Conditionals' tab of the placeholder menu.
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For instance, you can set up a conditional field placeholders to say something like "if there is no company name, then say ___". With these placeholders, you can tell the email composer how to proceed if a statement is true or false. Once you've added a conditional placeholder statement, you can select field placeholders for each part of the statement and add free text between blue tags. Let's look at an example below:
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This statement says that if there's a company name available, then say "I'd love to hear about the culture at [recipient company name]". If not, then say "Where are you working these days?"
How to use scheduling link placeholders
Add scheduling link placeholders to a template or flow email so that whenever a rep selects that template, their personal scheduling link will populate automatically.
Where to go: Engage > Templates > Select a template or Engage > Flows > Select a flow > Select an email step
Add scheduling link placeholders to your email template or flow email the same way you would add any other placeholder, under the Scheduling links category.
Team members can add their scheduling links under My Settings > Emails > View and update scheduling links.
*The features available to you depend on your company’s plan and your assigned seats.