List of Merge Fields

CONTACT Merge Fields

  • Full name: {{contact.name}}

  • First name: {{contact.first_name}}

  • Last name: {{contact.last_name}}

  • Email: {{contact.email}}

  • Phone: {{contact.phone}}

  • Phone Raw Format (Recommended for trigger links & UTM): {{contact.phone_raw}}

  • Company name: {{contact.company_name}}

  • Full Address: {{contact.full_address}}

  • Address 1: {{contact.address1}}

  • City: {{contact.city}}

  • State: {{contact.state}}

  • Postal Code: {{contact.postal_code}}

  • Time Zone: {{contact.timezone}}

  • Date of Birth: {{contact.date_of_birth}}

  • Source: {{contact.source}}

  • Website: {{contact.website}}

  • ID: {{contact.id}}


USER Merge Tags

  • Full Name: {{user.name}}

  • First Name: {{user.first_name}}

  • Last Name: {{user.last_name}}

  • Email: {{user.email}}

  • Phone: {{user.phone}} or {{user.phone_raw}}

  • Signature: {{user.email_signature}}

  • Calendar Link: {{user.calendar_link}}

  • Appointment Phone: {{appointment.user.phone_raw}}

  • Twilio Phone: {{user.twilio_phone_number}}

  • Twilio Phone raw format: {{user.twilio_phone_number_raw}}


APPOINTMENT Merge Fields

  • Title: {{appointment.title}}

  • Start Date Time: {{appointment.start_time}}

  • Start Date: {{appointment.only_start_date}}

  • Start Time: {{appointment.only_start_time}}

  • End Date Time: {{appointment.end_time}}

  • End Date: {{appointment.only_end_date}}

  • End Time: {{appointment.only_end_time}}

  • Day of the week: {{appointment.day_of_week}}

  • Name of the month: {{appointment.month}}

  • Timezone: {{appointment.timezone}}

  • Cancellation Link: {{appointment.cancellation_link}}

  • Reschedule Link: {{appointment.reschedule_link}}

  • Meeting Location: {{appointment.meeting_location}}

  • Notes: {{appointment.notes}}

  • Add to Google Calendar: {{appointment.add_to_google_calendar}}

  • Add to Ical & Outlook: {{appointment.add_to_ical_outlook}}

  • Recurring > Repeats: {{appointment.recurring.repeats}}

  • Recurring > Times to repeat: {{appointment.recurring.times_to_repeat}}

  • Assigned user > Full Name: {{appointment.user.name}}

  • Assigned user > First Name: {{appointment.user.first_name}}

  • Assigned user > Last Name: {{appointment.user.last_name}}

  • Assigned user > Email: {{appointment.user.email}}

  • Assigned user > Phone: {{appointment.user.phone}}

  • Assigned user > Phone (raw format): {{appointment.user.phone_raw}}

  • Assigned user > Signature: {{appointment.user.email_signature}}

  • Assigned user > Twilio Phone: {{appointment.user.twilio_phone_number}}


CALENDAR Merge Fields

  • Name: {{calendar.name}}


CAMPAIGN Merge Fields

  • Event, Date, Time: {{campaign.event_date_time}}

  • Event Date: {{campaign.event_date}}

  • Event Time: {{campaign.event_time}}


MESSAGE Merge Fields

  • Message Body: {{message.body}}

  • Message Subject: {{message.subject}}


ACCOUNT Merge Fields

  • Name: {{location.name}}

  • Full Address: {{location.full_address}}

  • Address Line 1: {{location.address}}

  • City: {{location.city}}

  • State: {{location.state}}

  • Country: {{location.country}}

  • Postal Code: {{location.postal_code}}

  • Email: {{location.email}}

  • Phone: {{location.phone}}

  • Phone (raw format): {{location.phone_raw}}

  • Website: {{location.website}}

  • Logo URL: {{location.logo_url}}

  • Owner > First Name: {{location_owner.first_name}}

  • Owner > Last Name: {{location_owner.last_name}}

  • Owner > Email: {{location_owner.email}}

  • ID: {{location.id}}


RIGHT NOW Merge Fields

  • Second: {{right_now.second}}

  • Minute: {{right_now.minute}}

  • Time 24h Format: {{right_now.hour}}

  • Time AM/PM Format: {{right_now.hour_ampm}}

  • AM/PM: {{right_now.ampm}}

  • Day of the week (extended English): {{right_now.day_of_week}}

  • Name of month: {{right_now.month_name}}

  • Day: {{right_now.day}}

  • Month: {{right_now.month}}

  • Month (extended English): {{right_now.month_english}}

  • Year: {{right_now.year}}

  • Date (month/day/year): {{right_now.middle_endian_date}}

  • Date (day/month/year): {{right_now.little_endian_date}}

  • Day of the week: {{right_now.day_of_week}}


ATTRIBUTION Merge Fields

First Attribution

  • Session Source: {{contact.attributionSource.sessionSource}}

  • URL: {{contact.attributionSource.url}}

  • Campaign: {{contact.attributionSource.campaign}}

  • UTM Source: {{contact.attributionSource.utmSource}}

  • UTM Medium: {{contact.attributionSource.utmMedium}}

  • UTM Content: {{contact.attributionSource.utmContent}}

  • Referrer: {{contact.attributionSource.referrer}}

  • Campaign Id: {{contact.attributionSource.campaignId}}

  • FB ClickId: {{contact.attributionSource.fbclid}}

  • Google ClickId: {{contact.attributionSource.gclid}}

  • UTM Keyword: {{contact.attributionSource.utmKeyword}}

  • UTM Match Type: {{contact.attributionSource.utmMatchType}}

  • Ad Group ID: {{contact.attributionSource.adGroupId}}

  • Ad ID: {{contact.attributionSource.adId}}

Latest Attribution

  • Session Source: {{contact.lastAttributionSource.sessionSource}}

  • URL: {{contact.lastAttributionSource.url}}

  • Campaign: {{contact.lastAttributionSource.campaign}}

  • UTM Source: {{contact.lastAttributionSource.utmSource}}

  • UTM Medium:{{contact.lastAttributionSource.utmMedium}}

  • UTM Content: {{contact.lastAttributionSource.utmContent}}

  • Referrer: {{contact.lastAttributionSource.referrer}}

  • Campaign Id: {{contact.lastAttributionSource.campaignId}}

  • FB ClickId: {{contact.lastAttributionSource.fbclid}}

  • Google ClickId: {{contact.lastAttributionSource.gclid}}

  • UTM Campaign: {{contact.lastAttributionSource.utmCampaign}}

  • UTM Keyword: {{contact.lastAttributionSource.utmKeyword}}

  • UTM Match Type: {{contact.lastAttributionSource.utmMatchType}}

  • Ad Group ID: {{contact.lastAttributionSource.adGroupId}}

  • Ad ID: {{contact.lastAttributionSource.adId}}


INVOICE Merge Fields

  • Name of the invoice: {{ invoice.name }}

  • Invoice number: {{ invoice.number }}

  • Issue date of the invoice: {{ invoice.issue_date }}

  • Due date of the invoice: {{ invoice.due_date }}

  • Subtotal amount of the invoice: {{ invoice.sub_total }}

  • Discount amount applied to the invoice: {{ invoice.discount_amount }}

  • Tax amount for the invoice: {{ invoice.tax_amount }}

  • Total amount due on the invoice: {{ invoice.total_amount }}

  • Title of the invoice: {{ invoice.title }}

  • Link to the invoice: {{ invoice.url }}

Company Details

  • Name of the company: {{ invoice.company.name }}

  • Company phone number: {{ invoice.company.phone }}

  • Company address: {{ invoice.company.address }}

  • Company city: {{ invoice.company.city }}

  • Company state: {{ invoice.company.state }}

  • Company country: {{ invoice.company.country }}

  • Company website: {{ invoice.company.website }}

  • Company logo URL: {{ invoice.company.logo }}

Customer Details

  • Name of the Invoice Contact: {{ invoice.customer.name }}

  • Invoice Contact's first name: {{ invoice.customer.first_name }}

  • Invoice Contact's last name: {{ invoice.customer.last_name }}

  • Invoice Contact's phone number: {{ invoice.customer.phone }}

  • Invoice Contact's email address: {{ invoice.customer.email }}

  • Invoice Contact's company name: {{ invoice.customer.company }}

  • Invoice Contact's address: {{ invoice.customer.address }}

  • Invoice Contact's city: {{ invoice.customer.city }}

  • Invoice Contact's state: {{ invoice.customer.state }}

  • Invoice Contact's postal code: {{ invoice.customer.postal_code }}

Sender Details

  • Name of the invoice sender: {{ invoice.sender.name }}

  • Invoice Sender's email address: {{ invoice.sender.email }}

Card Information

  • Brand of the card used for payment: {{ invoice.card.brand }}

  • Last 4 digits of the card number: {{ invoice.card.last4 }}

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