Friday, September 14, 2018

Insert Today's Date in an Email or Marketing Template using the format MONTH DD, YYYY

1. Navigate to Customization > Lists, Records, & Fields Entity Fields > New.

2. Enter the following in the new entity field record's Main Line:   

  • Name = Date Today 
  • ID = date_today 
  • Field Type = Free-Form Text 
  • Store Value = False  

3. In the Applies To tab, select Customer.

4. In the Display tab, select Inline Text for Display Type

5. In the Validation & Defaulting tab, use the following formula for the Default Value box: 

TO_CHAR({today}, 'MONTH DD, YYYY')  

6. Check the Formula box.  

7. Save the new Entity Field.  

8. Edit the Email/Marketing template (Documents > Templates).


10. FIELD TYPE = Customer.

11. Select the custom entity field that was created.

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