• Merge Fields (Custom Values)

Merge Fields (Custom Values)

Custom Values are a valuable item in your CRM, making repetitive tasks easier to manage and personalize emails, SMS messages, funnels, websites, and more! There are eight categories of custom values that you can utilize all throughout your CRM including contact, user, appointment, calendar, message, account, right now, and attribution.

CONTACT

Utilizing the custom values feature under the contact category allows you to incorporate various contact-related details into your messages. These may consist of the contact’s name, address, phone number, birthday, source of contact, and website. By including such personalized information, you can create tailored and engaging communications that resonate with your contacts and strengthen your professional relationships.

Contact – Full name – {{contact.name}}

Contact – First name – {{contact.first_name}}

Contact – Last name – {{contact.last_name}}

Contact – Email – {{contact.email}}

Contact – Phone number – {{contact.phone}}

Contact – Phone number Raw – {{contact.phone_raw}}

Contact – Phone (Recommended for trigger links & UTM): Tel – {{contact.phone_raw}}

Contact – Company name – {{contact.company_name}}

Contact – Full Address – {{contact.full_address}}

Contact – Address 1 – {{contact.address1}}

Contact – City – {{contact.city}}

Contact – State – {{contact.state}}

Contact – Country – {{contact.country}}

Contact – Postal Code – {{contact.postal_code}}

Contact – Date of Birth – {{contact.date_of_birth}}

Contact – Source – {{contact.source}}

Contact – Website – {{contact.website}}

Contact – ID – {{contact.id}}

USER

In contrast, the user category focuses on incorporating team member-specific details into your communications. This may encompass information such as the team member’s name, email address, phone number, personalized signature, and a link to their calendar. Including these elements in your messages helps establish a more direct connection between your team members and clients, fostering a sense of trust and rapport throughout your business interactions.

User – Full Name – {{user.name}}

User – First Name – {{user.first_name}}

User – Last Name – {{user.last_name}}

User – Email – {{user.email}}

User – Phone – {{user.phone}}

User – Phone Raw – {{user.phone_raw}}

User – Signature – {{user.email_signature}}

User – Calendar Link – {{user.calendar_link}}

User – Twilio Phone – {{user.twilio_phone_number}}

User – Twilio Phone raw format – {{user.twilio_phone_number_raw}}

APPOINTMENT

The appointment category offers custom values that pertain specifically to appointments, allowing you to include relevant details such as the scheduled date, start time, cancellation and reschedule links, as well as an option to add the event directly to the recipient’s calendar. By incorporating these appointment-specific elements into your communications, you can provide your clients with all the necessary information they need, promoting a seamless and well-organized appointment experience.

Appointment – Title – {{appointment.title}}

Appointment – Start Date Time – {{appointment.start_time}}

Appointment – Start Date – {{appointment.only_start_date}}

Appointment – Start Time – {{appointment.only_start_time}}

Appointment – End Date Time – {{appointment.end_time}}

Appointment – End Date – {{appointment.only_end_date}}

Appointment – End Time – {{appointment.only_end_time}}

Appointment – Day of the week – {{appointment.day_of_week}}

Appointment – Timezone – {{appointment.timezone}}

Appointment – Cancellation Link – {{appointment.cancellation_link}}

Appointment – Reschedule Link – {{appointment.reschedule_link}}

Appointment – Meeting Location – {{appointment.meeting_location}}

Appointment – Notes – {{appointment.notes}}

Appointment – Add to Google Calendar – {{appointment.add_to_google_calendar}}

Appointment – Add to Ical&Outlook – {{appointment.add_to_ical_outlook}}

RECURRING

The recurring category presents options for managing recurring appointments, enabling you to specify the repetition of scheduled meetings and determine the number of times the current appointment should be repeated. This feature simplifies the process of organizing regular appointments, ensuring a consistent and efficient scheduling experience for both you and your clients.

Appointment – Repeat Recurring – {{appointment.recurring.repeats}}

Appointment – Time to Repeat Recurring – {{appointment.recurring.times_to_repeat}}

ASSIGNED USER

Custom values under the assigned user category extract information from the team member who is designated to a specific contact. This includes details such as the assigned team member’s name, email address, phone number, and personalized email signature. By incorporating these custom values into your communications, you can facilitate a more personalized and effective connection between the assigned team member and the contact, fostering a stronger relationship and enhancing collaboration.

Appointment – User name – {{appointment.user.name}}

Appointment – User First Name – {{appointment.user.first_name}}

Appointment – User Last Name – {{appointment.user.last_name}}

Appointment – User Email – {{appointment.user.email}}

Appointment – User Phone – {{appointment.user.phone}}

Appointment – User Phone Raw -{{appointment.user.phone_raw}}

Appointment – User Signature – {{appointment.user.email_signature}}

Appointment – User Twilio Phone raw format – {{appointment.user.twilio_phone_number}}

CALENDAR

The Calendar category provides the capability to incorporate the name of a specific calendar into various communication mediums, such as emails, SMS messages, and funnel/website pages. This functionality enables you to seamlessly integrate calendar-related information into your communications, ensuring that your clients and team members are always up-to-date on relevant scheduling details, promoting better organization and time management.

Calendar – Name – {{calendar.name}}

MESSAGE

The message category offers the ability to include the content of a message directly into emails and SMS communications, making it incredibly convenient for efficient customer follow-ups. By utilizing this feature, you can ensure that your clients receive all the necessary information in a timely manner, ultimately enhancing the quality of your customer interactions and fostering strong, lasting relationships.

Message – Body – {{message.body}}

ACCOUNT

The message category offers the ability to include the content of a message directly into emails and SMS communications, making it incredibly convenient for efficient customer follow-ups. By utilizing this feature, you can ensure that your clients receive all the necessary information in a timely manner, ultimately enhancing the quality of your customer interactions and fostering strong, lasting relationships.

Account – Name – {{location.name}}

Account – Full Address – {{location.full_address}}

Account – Address Line 1 – {{location.address}}

Account – City – {{location.city}}

Account – State – {{location.state}}

Account – Country – {{location.country}}

Account – Postal Code – {{location.postal_code}}

Account – Email – {{location.email}}

Account – Phone – {{location.phone}}

Account – Phone Raw – {{location.phone_raw}}

Account – Website – {{location.website}}

Account – Logo URL – {{location.logo_url}}

OWNER

The owner category provides the option to incorporate various details related to the owner of a specific resource or account, such as their name, email address, and unique identification number (ID). By including this information in your communications or documentation, you can ensure that the relevant parties are accurately identified and associated with their respective responsibilities, fostering clear communication and effective collaboration.

Account – Owner First Name – {{location_owner.first_name}}

Account – Owner Last Name: {{location_owner.last_name}}

Account – Owner Email – {{location_owner.email}}

Account – ID – {{location.id}}

RIGHT NOW

The right now category is great for entering dates and times into funnel and website pages to ensure dates are always up-to-date. Some of the fields you can include are second, minute, time AM/PM, month, year, and today’s date.

Right Now – Second – {{right_now.second}}

Right Now – Minute – {{right_now.minute}}

Right Now – Time 24h Format – {{right_now.hour}}

Right Now – Time AM/PM Format – {{right_now.hour_ampm}}

Right Now – AM/PM – {{right_now.ampm}}

Right Now – Day – {{right_now.day}}

Right Now – Day of the week Extended English – {{right_now.day_of_week}}

Right Now – Month – {{right_now.month}}

Right Now – Name of Month – {{right_now.month_name}}

Right Now – Month Extended English – {{right_now.month_english}}

Right Now – Year – {{right_now.year}}

Right Now – Date (month/day/year) – {{right_now.middle_endian_date}}

Right Now – Date (day/month/year) – {{right_now.little_endian_date}}

Right Now – Date – {{right_now.date}}

ATTRIBUTION

The attribution category is great for tracking where customers come from, and these fields include items like session source, URL, campaign, UTM source, referrer, and contact ID. This category is broken down into first and last, so you can track the first source that customers come from as well as the last. All of the custom values in first and last are the same, so utilize these when you want to track where your customers are coming from!

FIRST

Attribution – First Session Source – {{contact.attributionSource.sessionSource}}

Attribution – First URL – {{contact.attributionSource.url}}

Attribution – First Campaign – {{contact.attributionSource.campaign}}

Attribution – First UM Source – {{contact.attributionSource.utmSource}}

Attribution – First UM Medium – {{contact.attributionSource.utmMedium}}

Attribution – First UTM Content – {{contact.attributionSource.utmContent}}

Attribution – First Referrer – {{contact.attributionSource.referrer}}

Attribution – First Campaign ID – {{contact.attributionSource.campaignId}}

Attribution – First FB Clickld – {{contact.attributionSource.fbclid}}

Attribution – First Google Clickld – {{contact.attributionSource.gclid}}\

LATEST

Attribution – Last Session Source -{{contact.lastAttributionSource.sessionSource}}

Attribution – Last URL – {{contact.lastAttributionSource.url}}

Attribution – Last Campaign – {{contact.lastAttributionSource.campaign}}

Attribution – Last UM Source – {{contact.lastAttributionSource.utmSource}}

Attribution – Last UM Medium – {{contact.lastAttributionSource.utmMedium}}

Attribution – Last UTM Content – {{contact.lastAttributionSource.utmContent}}

Attribution – Last Referrer – {{contact.lastAttributionSource.referrer}}

Attribution – Last Campaign ID – {{contact.lastAttributionSource.campaignId}}

Attribution – Last FB Clickld – {{contact.lastAttributionSource.fbclid}}

Attribution – Last Google Clickld – {{contact.lastAttributionSource.gclid}}