Email and Letter Template merge fields

Merge fields for the personal information in a Contact record located under the "Personal Info" tab)

Field name in the contact record Merge value

First Name {{first_name}}

Last Name {{last_name}}

Salutation {{salutation_dear}}

Formal Name {{salutation}}

Website {{website}}

Address {{home_address}}

Address 2 {{home_address2}}

City {{home_city}}

State {{home_state}}

Postal Code {{home_postal_code}}

Country {{home_country}}

Home Phone {{phone}}

Merge fields for the business information in a Contact record (located under the "Office Info" tab)

Field name in the contact record Merge value

Business Name {{business_name}}

Address {{business_address}}

Address 2 {{business_address2}}

City {{business_city}}

State {{business_state}}

Postal Code {{business_postal_code}}

Country {{business_country}}

Please Note: While Merge fields will appear with brackets before you send the email, they will display the actual data in that particular field of the contact record when the email is received by your contact. For example: {{first_name}} will appear as {{first_name}} before you send the email, but if "John" is in the "first name" field then "John" will display when your contact sees the email.

Custom Data Fields and their merge values

Custom data fields - Fields you create in the "Custom Fields" section (Admin > Customize Account > Custom Fields tab) may be used as merge fields.

To create the merge field for a custom field you will use the same double bracket method and make sure you have an underscore replacing spaces.

Example:

The merge field for a Custom Field labeled "Phone Extension" would look like this: {{phone_extension}}