List of Merge Fields

Modified on: Wed, 5 Nov, 2025 at 2:53 PM

This article provides a comprehensive list of merge fields available and explains how to use them effectively. Merge fields allow you to personalize communications by dynamically inserting customer, user, appointment, and account details into messages, emails, invoices, campaigns, and other workflows. Whether you're sending automated emails, SMS messages, or generating invoices, merge fields help ensure your content is accurate and tailored to each recipient. Merge fields can be used in features such as conversations, email marketing, workflows, websites and funnels, invoices, and more.

PLEASE NOTE: The raw format is used to remove the brackets and dashes. This is ideal when dealing with international phone numbers.

TABLE OF CONTENTS

CONTACT Merge Fields
USER Merge Fields
APPOINTMENT Merge Fields
CALENDAR Merge Fields
CAMPAIGN Merge Fields
MESSAGE Merge Fields
ACCOUNT Merge Fields
RIGHT NOW Merge Fields
ATTRIBUTION Merge Fields
INVOICE Merge Fields
COURSE Merge Fields
Using Workflows to Set a Fallback Value
Related Articles

CONTACT Merge Fields

Name	Merge Field	Example
Full name	{{contact.name}}	Jane Smith
First name	{{contact.first_name}}	Jane
Last name	{{contact.last_name}}	Smith
Email	{{contact.email}}	Jane@smith.com
Phone	{{contact.phone}}	(515) 555-2345
Phone Raw Format (Recommended for trigger links & UTM)	{{contact.phone_raw}}	+15155552345
Company name	{{contact.company_name}}	Smith Plumbing
Full Address	{{contact.full_address}}	1234 W. Main St, Chicago, IL 60657
Address 1	{{contact.address1}}	1234 W. Main St
City	{{contact.city}}	Chicago
State	{{contact.state}}	Illinois
Postal Code	{{contact.postal_code}}	60657
Time Zone	{{contact.timezone}}	GMT-06:00 America/Chicago (CST)
Date of Birth	{{contact.date_of_birth}}	Jan 3rd 1980
Source	{{contact.source}}	Home Advisor
Website	{{contact.website}}	www.smithplumbing.com
ID	{{contact.id}}	FZDn5mYlkZuCCQe5Bep8

USER Merge Fields

Name	Merge Field	Example
Full name	{{user.name}}	John Doe
First name	{{user.first_name}}	John
Last name	{{user.last_name}}	Doe
Email	{{user.email}}	John@doe.com
Phone	`{{user.phone}}` or `{{user.phone_raw}}`	(333) 555-9876
Signature	{{user.email_signature}}	John Doe john@doe.com (333) 555-9876
Calendar Link	{{user.calendar_link}}	https://link.site.pro/widget/bookings/example101525
Appointment Phone	{{appointment.user.phone_raw}}	+13335559876
Twilio Phone	{{user.twilio_phone_number}}	(234) 555-9876
Twilio Phone raw format	{{user.twilio_phone_number_raw}}	+12345559876

APPOINTMENT Merge Fields

Name	Merge Field	Example
Title	{{appointment.title}}	Appointment with Bob
Start Date Time	{{appointment.start_time}}	Wednesday, November 5, 2025 3:30 PM
Start Date	{{appointment.only_start_date}}	November 5, 2025
Start Time	{{appointment.only_start_time}}	3:30 PM
End Date Time	{{appointment.end_time}}	Wednesday, November 5, 2025 4:00 PM
End Date	{{appointment.only_end_date}}	November 5, 2025
End Time	{{appointment.only_end_time}}	4:00 PM
Day of the Week	{{appointment.day_of_week}}	Monday
Name of the Month	{{appointment.month}}	11
Timezone	{{appointment.timezone}}	CST
Cancellation Link	{{appointment.cancellation_link}}	https://api.leadconnectorhq.com/widget/cancel-booking?event_id=wVjKeeT9gQJJcuagsqKk
Reschedule Link	{{appointment.reschedule_link}}	https://api.leadconnectorhq.com/widget/booking/eCXvoD0 h3iff0g2hypo7event_id=wVjKkeT9gBJJcuagjqKk
Meeting Location	{{appointment.meeting_location}}	123 W Main St, Chicago Il, 60657
Notes	{{appointment.notes}}	This is our second meeting.
Add to Google Calendar	{{appointment.add_to_google_calendar}}	https://api.leadconnectorhq.com/google/calendar/add-event/wVjKkeT9gBJJcuagjqKk
Add to iCal & Outlook	{{appointment.add_to_ical_outlook}}	https://api.leadconnectorhq.com/google/calendar/get-ics/wVjKkeT9gBJJcuagjqKk
Recurring > Repeats	{{appointment.recurring.repeats}}	0
Recurring > Times to Repeat	{{appointment.recurring.times_to_repeat}}	1
Assigned users > Full Name	{{appointment.user.name}}	John Doe
Assigned users > First Name	{{appointment.user.first_name}}	John
Assigned users > Last Name	{{appointment.user.last_name}}	Doe
Assigned users > Email	{{appointment.user.email}}	john@doe.com
Assigned users > Phone	{{appointment.user.phone}}	(333) 555-9876
Assigned users > Phone (raw format)	{{appointment.user.phone_raw}}	+13335559876
Assigned users > Signature	{{appointment.user.email_signature}}	John Doe john@doe.com (333) 555-9876
Assigned users > Twilio Phone	{{appointment.user.twilio_phone_number}}	(333) 555-1234

CALENDAR Merge Fields

Name	Merge Field	Example
Name	{{calendar.name}}	Lawn Services Calendar

CAMPAIGN Merge Fields

Name	Merge Field	Example
Event, Date, Time	{{campaign.event_date_time}}
Event Date	{{campaign.event_date}}
Event Time	{{campaign.event_time}}

MESSAGE Merge Fields

Name	Merge Field	Example
Message Body	{{message.body}}	Hi, just a quick reminder about our scheduled call tomorrow morning. Let me know if the time still works for you.
Message Subject	{{message.subject}}	Meeting Reminder

ACCOUNT Merge Fields

Name	Merge Field	Example
Name	{{location.name}}	WidgetWorks
Full Address	{{location.full_address}}	555 Oak St, Tampa Florida, 33602
Address Line 1	{{location.address}}	555 Oak St
City	{{location.city}}	Tampa
State	{{location.state}}	Florida
Country	{{location.country}}	US
Postal Code	{location.postal_code}}	33602
Email	{{location.email}}	nyname@domain.com
Phone	{{location.phone}}	(333) 555-3344
Phone (raw format)	{{location.phone_raw}}	+13335553344
Website	{{location.website}}	mywebsiteurl.com
Logo URL	{{location.logo_url}}	https://msgsndr-private.storage.googleapis.com/locationPhotos/607fb13f-e424-4bw6-9d42-ceel995caa267.png
Owner > First Name	{{location_owner.first_name}}	Lisa
Owner > Last Name	{{location_owner.last_name}}	White
Owner > Email	{{location_owner.email}}	lisa@white.com
ID	{{location.id}}	DP4mTqaz7L9XpweFvRjC

RIGHT NOW Merge Fields

Name	Merge Field	Example
Second	{{right_now.second}}	9
Minute	{{right_now.minute}}	10
Time 24h Format	{{right_now.hour}}	14
Time AM/PM Format	{{right_now.hour_ampm}}	2
AM/PM	{{right_now.ampm}}	PM
Day of the Week (extended English)	{{right_now.day_of_week}}	Tuesday
Name of the Month	{{right_now.month_name}}	November
Day	{{right_now.day}}	4
Month	{{right_now.month}}	November
Month (extended English)	{{right_now.month_english}}	November
Year	{{right_now.year}}	2025
Date (month/day/year)	{{right_now.middle_endian_date}}	11/4/2025
Date (day/month/year)	{{right_now.little_endian_date}}	4/11/2025
Day of the Week	{{right_now.day_of_week}}	Tuesday

ATTRIBUTION Merge Fields

First Attribution

Name	Merge Field	Example
Session Source	{{contact.attributionSource.sessionSource}}	Referral
URL	{{contact.attributionSource.url}}	https://api.site.com/form/Lg0ooutm_source=facebookads&utm_campaign=fall_saleJriQUiHiy
Campaign	{{contact.attributionSource.campaign}}	fall_sale
UTM Source	{{contact.attributionSource.utmSource}}	facebookads
UTM Medium	{{contact.attributionSource.utmMedium}}	banner
UTM Content	{{contact.attributionSource.utmContent}}	ad12
Referrer	{{contact.attributionSource.referrer}}	https://api.site.com
Campaign ID	{{contact.attributionSource.campaignId}}	23849260571384729
FB ClickId	{{contact.attributionSource.fbclid}}	tYzFqKsLxRuE
Google ClickId	{{contact.attributionSource.gclid}}	EAIaIQobChMIwdfI6s7dgAMVdQytBh2bFgiPEAAYASAAEgIX4PD_BwE
UTM Keyword	{{contact.attributionSource.utmKeyword}}	running_shoes
UTM Match Type	{{contact.attributionSource.utmMatchType}}
Ad Group ID	{{contact.attributionSource.adGroupId}}
Ad ID	{{contact.attributionSource.adId}}

Latest Attribution

Name	Merge Field	Example
Session Source	{{contact.lastAttributionSource.sessionSource}}	Referral
URL	{{contact.lastAttributionSource.url}}	https://api.site.com/form/Lg0ooutm_source=facebookads&utm_campaign=xmas_saleJriQUiHiy
Campaign	{{contact.lastAttributionSource.campaign}}	xmas_sale
UTM Source	{{contact.lastAttributionSource.utmSource}}	facebookads
UTM Medium	{{contact.lastAttributionSource.utmMedium}}	banner
UTM Content	{{contact.lastAttributionSource.utmContent}}	ad18
Referrer	{{contact.lastAttributionSource.referrer}}	https://leadsite.com
Campaign ID	{{contact.lastAttributionSource.campaignId}}	23850176293047583
FB ClickId	{{contact.lastAttributionSource.fbclid}}	wMpTxNgDvJoH
Google ClickId	{{contact.lastAttributionSource.gclid}}	CjwKCAjwsKqoBhBPEiwALrrqi8bJ3h9E4pO1G2dR6tW3sV7Tn8cZ9L
UTM Campaign	{{contact.lastAttributionSource.utmCampaign}}	blowout_sale
UTM Keyword	{{contact.lastAttributionSource.utmKeyword}}	hvac_repair
UTM Match Type	{{contact.lastAttributionSource.utmMatchType}}
Ad Group ID	{{contact.lastAttributionSource.adGroupId}}
Ad ID	{{contact.lastAttributionSource.adId}}

INVOICE Merge Fields

Name	Merge Field	Example
Name of the invoice	{{ invoice.name }}	Consulting Contract
Invoice Number	{{ invoice.number }}	43255
Issue date of the invoice	{{ invoice.issue_date }}	2025-04-05
Due date of the invoice	{{ invoice.due_date }}	2025-10-05
Subtotal amount of the invoice	{{ invoice.sub_total }}	$500.00
Discount amount applied to the invoice	{{ invoice.discount_amount }}	$50.00
Tax amount for the invoice	{{ invoice.tax_amount }}	$25.00
Total amount for the invoice	{{ invoice.total_amount }}	$475.00
Title of the invoice	{{ invoice.title }}	Consulting Invoice
Link to the invoice	{{ invoice.url }}	https://link.site.pro/invoice/5e3bb9ae1f3dc392bea9

Company Details

Name	Merge Field	Example
Name of the company	{{ invoice.company.name }}	Test Solutions
Company phone number	{{ invoice.company.phone }}	(8888) 555-9876
Company address	{{ invoice.company.address }}	1234 Maple St
Company city	{{ invoice.company.city }}	Milwaukee
Company state	{{ invoice.company.state }}	Wisconsin
Company country	{{ invoice.company.country }}	US
Company website	{{ invoice.company.website }}	www.testsolutions.com
Company logo URL	{{ invoice.company.logo }}	https://msgsndr-private.storage.googleapis.com/locationPhotos/607fb13f-e424-4bw6-9d42-ceel995caa267.png

Customer Details

Name	Merge Field	Example
Name of the Invoice Contact	{{ invoice.customer.name }}	Tom Taylor
Invoice Contact's first name	{{ invoice.customer.first_name }}	Tom
Invoice Contract's last name	{{ invoice.customer.last_name }}	Taylor
Invoice Contact's phone number	{{ invoice.customer.phone }}	(222) 555-3456
Invoice Contact's email address	{{ invoice.customer.email }}	tom@taylor.com
Invoice Contact's company name	{{ invoice.customer.company }}	Taylor Construction
Invoice Contact's address	{{ invoice.customer.address }}	3333 N. Main St
Invoice Contact's city	{{ invoice.customer.city }}	Chicago
Invoice Contact's state	{{ invoice.customer.state }}	Illinois
Invoice Contact's postal code	{{ invoice.customer.postal_code }}	60657

Sender Details

Name	Merge Field	Example
Name of the invoice sender	{{ invoice.sender.name }}	Bob Brown
Invoice Sender's email address	{{ invoice.sender.email }}	bob@brown.com

Card Information

Name	Merge Field	Example
Brand of the credit card used for payment	{{ invoice.card.brand }}	Visa
Last 4 digits of the card number	{ invoice.card.last4 }}	7654

COURSE Merge Fields

Name	Merge Field	Example
Category Title	{{ courses.categoryTitle }}	Getting Started with Knitting
Product Title	{{ courses.productTitle }}	Basics of Knitting
Post Title	{{ courses.postTitle }}	The Best Types of Yarn

Using Workflows to Set a Fallback Value

If a contact field (such as First Name) is missing, you can create a Workflow with an If/Else condition to set a fallback value. This ensures consistent personalization in your emails, SMS messages, and other communications.

Steps:

Step 1: Create a Custom Value

Go to Settings → Custom Value and create a new custom value (e.g., First_Name_Fallback).

Step 2: Set up If/Else

Set Up If/Else condition in the Workflow to check if the original field (e.g., First Name) is empty.

Step 3: Insert the fallback value into message

If the field is empty, use the fallback Custom Value (e.g., "there") directly in the copy of your message.
If the field has a value, use the regular merge field (e.g., {{ contact.first_name }}).

Click here for more information on using If/Else in workflows