custom formula field changes not updating

Question

In field management, we've made a custom formula field, with a series of if statements to that generate a snippet of html. Now we want to go back and edit the html slightly, simple style changes. But nothing's taking, when we look in an email draft, approved version, or test email. The changes won't appear. Like it's cached, or something.

Any thoughts? Is there something we need to turn off/on. a way to clear things out? Anything. Got a deadline and I can't get this update to take.

Anonymous · Accepted Answer

Turns out it's my not realizing there was a difference in names on some tokens.I was using {{my.name of token}}But in this case, it needed to be {{lead.name of token}}

Grégoire_Miche2 · Answer

Hi Charles,I would bet on a cache issue.Start looking on a couple of leads in the lead DB, to see whether the formula field is displaying the way it should be or still the previous way.You may also want to make a more significant change to your formula field, just to see that it reflects on the leads first, and on the email second.Last thing I would try is to send the email to yourself, using your own lead (not the send sample function) and ee what the result is.-Greg

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