Constructing URLs in CRM Workflow
Consider the example below: On a contact record, I have an attribute called Full URL that is a complete URL and two other partial URLs (a root and suffix) that combined would create the same full URL.
If I use these fields in a workflow e-mail like this:
The resultant e-mail in the inbox looks like this – you can see that they are both clickable links…
But if you try to build a hyperlink in the e-mail using a mixture of some typed text and an attribute value like so:
It doesn’t come across as a complete URL in the sent e-mail.
So, what you can do is perform your URL construction in a workflow step, and then store the constructed URL in a CRM field before you try to use the URL in the e-mail.
Here’s how:
On the Contact record, I create a new text field called “Constructed URL”. I will use workflow to update this value with my combination of text and field values. So now the workflow looks like this – 2 steps:
- update the ‘Constructed URL’
- send the e-mail that contains it
This is how you update the Constructed URL attribute in the workflow:
and this is the e-mail template:
When I run the workflow, it fills in the Constructed URL field and this is a clickable line:
And the email looks like this:
