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Merge Fields

Merge Fields

A deeper dive into understanding Merge Fields and how to use them.

Last updated on March 8, 2023

Merge fields personalize any communication template or form.

In this article, you will learn:

  1. What is a Merge Field
  1. How to Use a Merge Field

What is a Merge Field?

Merge fields are a way for specific data to populate a communication template. They also allow you to personalize a template to seem as though each email was personally sent. A merge field displays data that matches whatever it’s pointing to.

For example, if you wanted a template to be personalized to the recipient, you can use a merge field like {{firstname}} to bring in the contact’s first name.

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We recommend adding a fallback to your merge fields in the event that data is unavailable. Simply add a backup word or phrase after ||fallback: (you can also delete the word fallback:). For example, in the event that the first name is not available, say “Hello there” instead. Hello {{firstname|| fallback:there}}, or Hello {{firstname|| there}}.
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How to Use a Merge Field

Merge Fields are available to use on Communication Templates and Forms. Using the merge field picker, you can create templates for any boards, locations, leases, or vendors.

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If you change the name of a board, it will affect all merge fields for the communication templates on that board. You will need to update all merge fields for any communication templates pointed to the newly named board.
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From your Communication Template Editor, select any merge field that you want to add to a template. Then, add a fallback (backup text).

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Fallbacks cannot be used when inserting a URL merge field. Remove ||fallback: on any URL merge fields.

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