Merge fields let you personalize messages and documents by inserting saved details automatically, such as a contact’s name, an assigned user’s email, appointment times, or invoice totals. When a message sends or a document generates, each merge field is replaced with the matching value for that specific recipient or record. This helps keep communication consistent and accurate across emails, text messages, invoices, campaigns, and automated workflows.
Note on “Raw” Phone Format: Phone fields shown in raw format remove spaces, parentheses, and dashes. Raw format is especially helpful when using phone numbers in links, tracking parameters, or international formats.
Contact Merge Fields
These fields pull information saved on the contact record. They’re commonly used for greetings, confirmations, and personalized follow-ups.
Name
Merge Field
Example
Full name
{{contact.name}}
Jane Smith
First name
{{contact.first_name}}
Jane
Last name
{{contact.last_name}}
Smith
{{contact.email}}
Phone
{{contact.phone}}
(515) 555-2345
Phone (raw format)
{{contact.phone_raw}}
+15155552345
Company name
{{contact.company_name}}
Smith Plumbing
Full address
{{contact.full_address}}
1234 W. Main St, Chicago, IL 60657
Address line 1
{{contact.address1}}
1234 W. Main St
City
{{contact.city}}
Chicago
State/Region
{{contact.state}}
Illinois
Postal code
{{contact.postal_code}}
60657
Time zone
{{contact.timezone}}
GMT-06:00 America/Chicago
Date of birth
{{contact.date_of_birth}}
Jan 3, 1980
Source
{{contact.source}}
Referral
Website
{{contact.website}}
Contact ID
{{contact.id}}
FZDn5mYlkZuCCQe5Bep8
User Merge Fields
These fields pull information about the assigned user (or sender) tied to the activity, conversation, or appointment.
Name
Merge Field
Example
Full name
{{user.name}}
John Doe
First name
{{user.first_name}}
John
Last name
{{user.last_name}}
Doe
{{user.email}}
Phone
{{user.phone}}