Merge tags allow you to enter module variables into an email template.
All merge tags begin and end with double brackets: [[ and ]]
Merge tags must reference the Field Name (not the display name) of the field in all CAPS. You can view the field name of a field when you click the Configure button of the field in Designer.
Fields with upper and lower case letters within the name should user the caret symbol ^ in front of the capitalized letter.
Related fields can be access using a double underscore: __
Calculated fields: Calculated field values are calculated each time the record is viewed and never written to the DB, therefore their values cannot be displayed via a merge tag.
Below are the Merge tags for the out of the box fields in each module:
All Modules
| Field Name | Merge Tag |
| Owner (First and Last Name) | [[OWNER]] |
| Created Date | [[CREATED^DATE^TIME]] |
| Created User | [[CREATED^BY^USER]] |
| Last Modified Date | [[MODIFIED^DATE^TIME]] |
| Last Modified User | [[MODIFIED^BY^USER]] |
| Unsubscribe URL * | {{UNSUBSCRIBE_URL}} |
| Manage Subscriptions URL* | {{MANAGE_SUBSCRIPTIONS_URL}} |
*these appear by default in the Autoresponder/Campaign Footer (located in Global Configuration), but can be added to the template if the global settings are modified.
Accounts Module
| Field Name | Merge Tag |
| Name | [[NAME]] |
| Office Phone | [[OFFICE^PHONE]] |
| Industry | [[INDUSTRY]] |
| Office Fax | [[OFFICE^FAX]] |
| Employees | [[EMPLOYEES]] |
| Annual Revenue | [[ANNUAL^REVENUE]] |
| Type | [[TYPE]] |
| Website | [[WEBSITE]] |
| Description | [[DESCRIPTION]] |
| Billing Address (all info compiled together) | [[BILLING^ADDRESS]] |
| Billing Street 1 | [[BILLING^ADDRESS__STREET1]] |
| Billing Street 2 | [[BILLING^ADDRESS__STREET2]] |
| Billing City | [[BILLING^ADDRESS__CITY]] |
| Billing State | [[BILLING^ADDRESS__STATE]] |
| Billing Postal Code | [[BILLING^ADDRESS__POSTAL^CODE]] |
| Billing Country | [[BILLING^ADDRESS__COUNTRY]] |
| Shipping Address (all info compiled together) | [[SHIPPING^ADDRESS]] |
| Shipping Street 1 | [[SHIPPING^ADDRESS__STREET1]] |
| Shipping Street 2 | [[SHIPPING^ADDRESS__STREET2]] |
| Shipping City | [[SHIPPING^ADDRESS__CITY]] |
| Shipping State | [[SHIPPING^ADDRESS__STATE]] |
| Shipping Postal Code | [[SHIPPING^ADDRESS__POSTAL^CODE]] |
| Shipping Country | [[SHIPPING^ADDRESS__COUNTRY]] |
Contacts/Leads Module
| Field Name | Merge Tag |
| First Name | [[FIRST^NAME]] |
| Last Name | [[LAST^NAME]] |
| Salutation | [[TITLE]] |
| Status | [[STATE]] |
| Job Title | [[JOB^TITLE]] |
| Account (Contacts) | [[ACCOUNT__NAME]] |
| Company Name (Leads) | [[COMPANY^NAME]] |
| Department | [[DEPARTMENT]] |
| Office Phone | [[OFFICE^PHONE]] |
| Source | [[SOURCE]] |
| Mobile Phone | [[MOBILE^PHONE]] |
| Office Fax | [[OFFICE^FAX]] |
| Primary Email | [[PRIMARY^EMAIL__EMAIL^ADDRESS]] |
| Secondary Email | [[SECONDARY^EMAIL__EMAIL^ADDRESS]] |
| Description | [[DESCRIPTION]] |
| Primary Address (all info compiled together) | [[PRIMARY^ADDRESS]] |
| Primary Street 1 | [[PRIMARY^ADDRESS__STREET1]] |
| Primary Street 2 | [[PRIMARY^ADDRESS__STREET2]] |
| Primary City | [[PRIMARY^ADDRESS__CITY]] |
| Primary State | [[PRIMARY^ADDRESS__STATE]] |
| Primary Postal Code | [[PRIMARY^ADDRESS__POSTAL^CODE]] |
| Primary Country | [[PRIMARY^ADDRESS__COUNTRY]] |
| Secondary Address (all info compiled together) | [[SECONDARY^ADDRESS]] |
| Secondary Street 1 | [[SECONDARY^ADDRESS__STREET1]] |
| Secondary Street 2 | [[SECONDARY^ADDRESS__STREET2]] |
| Secondary City | [[SECONDARY^ADDRESS__CITY]] |
| Secondary State | [[SECONDARY^ADDRESS__STATE]] |
| Secondary Postal Code | [[SECONDARY^ADDRESS__POSTAL^CODE]] |
| Secondary Country | [[SECONDARY^ADDRESS__COUNTRY]] |
Opportunities
| Field Name | Merge Tag |
| Name | [NAME]] |
| Amount | [[AMOUNT]] - i.e. $100,000 |
| Amount Value | [[AMOUNT__VALUE]] - i.e 100,000 |
| Amount Currency | [[AMOUNT__CURRENCY]] - i.e USD |
| Account | [[ACCOUNT__NAME]] |
| Close Date | [[CLOSE^DATE]] |
| Stage | [[STAGE]] |
| Probability | [[PROBABILITY]] |
| Source | [[SOURCE]] |
| Description | [[DESCRIPTION]] |
Meetings
| Field Name | Merge Tag |
| Name | [[NAME]] |
| Location | [[LOCATION]] |
| Start Time | [[START^DATE^TIME]] |
| End Time | [[END^DATE^TIME]] |
| Category | [[CATEGORY]] |
| Account | [[ACCOUNT__NAME]] |
| Opportunity | [[OPPORTUNITY__NAME]] |
| Description | [[DESCRIPTION]] |
Notes
| Field Name | Merge Tag |
| Description | [[DESCRIPTION]] |
| Occurred On | [[OCCURRED^ON^DATE^TIME]] |
| Account | [[ACCOUNT__NAME]] |
| Contact or Lead | [[CONTACT__NAME]] |
| Opportunity | [[OPPORTUNITY__NAME]] |
Tasks
| Field Name | Merge Tag |
| Name | [[NAME]] |
| Due On | [[DUE^DATE^TIME]] |
| Completed | [[COMPLETED]] |
| Completed On | [[COMPLETED^DATE^TIME]] |
| Account | [[ACCOUNT__NAME]] |
| Contact or Lead | [[CONTACT__NAME]] |
| Opportunity | [[OPPORTUNITY__NAME]] |
| Description | [[DESCRIPTION]] |
Users *
| Field Name | Merge Tag |
| First Name | [[FIRST^NAME]] |
| Last Name | [[LAST^NAME]] |
| Username | [[USERNAME]] |
| Job Title | [[JOB^TITLE]] |
| Office Phone | [[OFFICE^PHONE]] |
| Manager | [[MANAGER]] |
| Role | [[ROLE]] |
| Mobile Phone | [[MOBILE^PHONE]] |
| Department | [[DEPARTMENT]] |
| [[PRIMARY^EMAIL]] | |
| Address Street 1 | [[PRIMARY^ADDRESS__STREET1]] |
| Address Street 2 | [[PRIMARY^ADDRESS__STREET2]] |
| Address City | [[PRIMARY^ADDRESS__CITY]] |
| Address State | [[PRIMARY^ADDRESS__STATE]] |
| Address Postal Code | [[PRIMARY^ADDRESS__POSTAL^CODE]] |
| Address Country | [[PRIMARY^ADDRESS__COUNTRY]] |
*user module information is the Owner data from a related module, so that the tag would appear like [[OWNER__OFFICE^PHONE]]
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