Linking a Personalization Field

To link a personalization field, highlight the personalization field in your template and click on the “Link” icon in the toolbar. From here click the dropdown box and select the option “<other>”. Then, copy & paste the personalization field you want to link (remember that the field you choose should pull a URL (such as Domain, URL Found on, URL List, etc.), and click “OK”.

To make sure the email is linking properly, send yourself a test email. **Previewing the email in Pitchbox and clicking the link will only open the opportunity inside Pitchbox, you must send a test email to ensure that the email is linking properly.