The Guided Selling Action Builder requires precise formatting when using merge fields within anchor tags. Before we dive into details, let's cover high-level points about this "precise formatting":
- The Action Builder doesn't support using only merge fields directly in the href attribute of anchor tags (i.e.
<a href="{{{Participant.Owner_Calendly_Url__c}}}">Schedule</a>isn't supported) - The Action Builder does support using merge fields comprising a part of the href attribute of anchor tags(i.e.
<a href="https://{{{Participant.Owner_Calendly_Url__c}}}">Schedule</a>is supported)
How To Prepare Merge Fields for Use in Action Builder
To prepare a field for use in Guided Selling html email anchor tags, navigate to that Object's fields in Setup. (i.e. to revise a Lead merge field, go to Setup > Lead > Fields > specific_field_name > Edit).
- Revise the existing field used in the template to exclude "https://""
- If the field is a formula field, replace the existing formula with this formula -SUBSTITUTE(source_data_field_name__c, "https://"", "")
- If the field is a text field, you'll need to bulk update the value for all records to exclude "https://""
- In the Action Builder, highlight the text you want to link, then give the URL as "https://{{{revised_field_name__c}}}" (screenshot at the bottom).
- Run a test with a single action to ensure the anchor tag correctly links the email recipient to the correct destination.
