How do I personalize an Email Template with the User’s Account/Contact Name and Phone Number?

    Use merge fields to personalize an Email template with the receiver’s unique Name and Phone Number.

    To add the Account Name associated with that User:

    {!$User.Account.Name}  

     

    Referencing Account Information
    Similarly, use the same merge field format for the User’s Account Phone Number by replacing “Name” with “Phone” like so:

    {!$User.Account.Phone}

    Use this pattern for all the standard and custom fields within the Account entity.

     

    Referencing Contact Information
    To use the Contact's information of the portal user you can use the following merge fields:

    {!$User.Contact.MobilePhone}

    Use the same format to include other fields by replacing “MobilePhone” with the name of the standard or custom field within the Contact record.

     
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