Merge Codes

Here is a list of merge codes you can use:

Clients

[client.first] = Client First Name

[client.last] = Client Last Name

[client.organization] = Client Organization

[client.phone] = Client Phone Number

[client.email] = Client Email

Leads

[lead.first] = Lead First Name

[lead.last] = Lead Last Name

[lead.organization] = Lead Organization

[lead.phone] = Lead Phone Number

[lead.email] = Lead Email

Contacts

[contact.first] = Contact First Name

[contact.last] = Contact Last Name

[contact.organization] = Contact Organization

[contact.phone] = Contact Phone Number

[contact.email] = Contact Email

Subscribers

[subscriber.first] = Subscriber First Name

[subscriber.last] = Subscriber Last Name

[subscriber.organization] = Subscriber Organization

[subscriber.phone] = Subscriber Phone Number

[subscriber.email] = Subscriber Email

General

[company.name] = Company Name

[company.logo] = Company Logo

[company.address] = Company Address

[company.city] = Company City

[company.state] = Company State

[company.zip] = Company Zip

[company.phone] = Company Phone

[company.email] = Company Email

[personal.name] = Personal Name

[personal.title] = Personal Title

[personal.phone] = Personal Phone

[personal.email] = Personal Email

[personal.facebook] = Personal Facebook

[personal.twitter] = Personal Twitter

[personal.linkedin] = Personal Linkedin

[date] = Current date of the logged in user

Custom Fields

If you'd like, you can also use custom fields as "smart fields". To dynamically pull in a custom fields value, you can use [custom.name] and replace "name" with the name of your custom field.

Fallback

Here is an example of using a merge code with fallback:  Hi [client.first]:there, how are you?

Updated on: 03/08/2022