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.firstname}} | Jane |
| Last name | {{contact.lastname}} | Smith |
| {{contact.email}} | [email protected] | |
| Phone | {{contact.phone}} | (515) 555-2345 |
| Phone (raw format) | {{contact.phoneraw}} | +15155552345 |
| Company name | {{contact.companyname}} | Smith Plumbing |
| Full address | {{contact.fulladdress}} | 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.postalcode}} | 60657 |
| Time zone | {{contact.timezone}} | GMT-06:00 America/Chicago |
| Date of birth | {{contact.dateofbirth}} | Jan 3, 1980 |
| Source | {{contact.source}} | Referral |
| Website | {{contact.website}} | www.example.com |
| 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.firstname}} | John |
| Last name | {{user.lastname}} | Doe |
| {{user.email}} | [email protected] | |
| Phone | {{user.phone}} | (333) 555-9876 |
| Phone (raw format) | {{user.phoneraw}} | +13335559876 |
| Email signature | {{user.emailsignature}} | John [email protected](333) 555-9876 |
| Booking link | {{user.calendarlink}} | https://booking.example.com/schedule/john-doe |
| Appointment user phone (raw) | {{appointment.user.phoneraw}} | +13335559876 |
| External calling number | {{user.callproviderphonenumber}} | (234) 555-9876 |
| External calling number (raw) | {{user.callproviderphonenumberraw}} | +12345559876 |
Important: Some accounts may display different field names for “external calling number” depending on configuration. Use the merge field picker in your editor to insert the exact field name available in your account.
Appointment Merge Fields
These fields pull details from an appointment record and are commonly used in confirmations, reminders, and reschedule messages.
| Name | Merge Field | Example |
|---|---|---|
| Title | {{appointment.title}} | Appointment with Bob |
| Start date/time | {{appointment.starttime}} | Wed, Nov 5, 2025 3:30 PM |
| Start date only | {{appointment.onlystartdate}} | Nov 5, 2025 |
| Start time only | {{appointment.onlystarttime}} | 3:30 PM |
| End date/time | {{appointment.endtime}} | Wed, Nov 5, 2025 4:00 PM |
| End date only | {{appointment.onlyenddate}} | Nov 5, 2025 |
| End time only | {{ |