Merge fields automatically insert personalized details into your communication templates, making each message feel tailored without manual effort. They act as placeholders that pull in data like a contact’s name or property address.

Understanding Merge Fields

Merge fields let you automatically insert specific data into a communication template, making emails feel more personal—without extra work. Instead of manually customizing each message, merge fields pull in details from a related card like a contact’s name, property address, or other relevant information.

How Merge Fields Work

Think of merge fields as placeholders that get replaced with actual data when an email is sent. For example:

• Template: "Hello {{firstname}}, welcome to our community!"
• What the recipient sees: "Hello Sarah, welcome to our community!"

This makes your emails look like they were written just for each recipient!

Using Fallbacks for Missing Data

Sometimes, a contact might not have certain information (like a first name). To avoid awkward blank spaces, you can add a fallback value that appears when data is missing.

🔹 Example:

"Hello {{firstname||fallback:there}}!"

• If the recipient's name is available → "Hello Sarah!"
• If the name is missing → "Hello there!"

Adding fallbacks ensures your messages always sound natural, no matter what data is available.

Would you like help setting up your merge fields? Let us know! 😊

How to Use a Merge Field