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