Email Merge Fields

The HTML editor allows you to merge data from any field on the Person record into your message content. You must attach an Outreach List that contains at least one record before the merge field options populate in the drop down menu. The email editor populates a list of merge fields only after it reviews a Person record from your Outreach List.

Once the email editor reviews a Person record on your Outreach List, the merge field options become available to you. The process can take up to one minute before merge fields are available to you.

The HTML editor also offers merge fields associated with the Staff Assigned. Data is merged from fields on the User Record. To update user records with the correct information, navigate to the Settings menu and select Users.

A list of common Person record merge fields as well as Staff Assigned merge fields can be found below. Merge fields can be copied from the list below and pasted into the content of your email. This eliminates the need to attach an Outreach List to your email message.

PERSON RECORD MERGE FIELDS

 

Merge Field

Description

[contact.firstname]

First Name

[contact.lastname]

Last Name

[contact.fullname]

First and Last Name

[contact.emailaddress1]

Primary Email Address

[contact.telephone2]

Home Phone Number

[contact.mobilephone]

Mobile Phone Number

[contact.address1_line1]

Primary Street Address 1

[contact.address1_line2]

Primary Street Address 2

[contact.address1_city]

Primary Address City

[contact.address1_stateorprovince]

Primary Address State

[contact.address1_postalcode]

Primary Address Zip Code

[contact.address1_county]

Primary Address County

[contact.birthdate]

Birthdate

[contact.a422_ssn]

Social Security Number

[contact.preferredcontactmethodcode]

Preferred Contact Method

[contact.a422_rel_staffassignedid]

Staff Assigned

[contact.a422_username]

Username

[contact.a422_password]

Password

[contact.a422_personid]

Person ID

[contact.a422_rel_visatypeid]

Visa Type

STAFF ASSIGNED MERGE FIELDS (Data must be present on user record)

Merge Field

Description

[a422_rel_staffassignedid.firstname]

First Name

[a422_rel_staffassignedid.lastname]

Last Name

[a422_rel_staffassignedid.fullname]

Full Name

[a422_rel_staffassignedid.title]

Title

[a422_rel_staffassignedid.internalemailaddress]

Primary Email Address

[a422_rel_staffassignedid.address1_telephone1]

Main Telephone Number

[a422_rel_staffassignedid.mobilephone]

Mobile Phone Number

[a422_rel_staffassignedid.address1_line1]

Primary Street Address 1

[a422_rel_staffassignedid.address1_line2]

Primary Street Address 2

[a422_rel_staffassignedid.address1_city]

Primary Address City

[a422_rel_staffassignedid.address2_stateorprovince]

Primary Address State

[a422_rel_staffassignedid.address2_postalcode]

Primary Address Zip Code

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