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Merge Fields

The following fields are available as Merge Fields in the Email Editor or in the HTML Editor for advanced email creation.

  • {{FirstName}}
  • {{LastName}}
  • {{Salutation}}
  • {{SalutationFirstName}}


{{SalutationFirstName}} is the only field that has logic associated with it. Let us assume that you have a Person record who is named “Jim Halpert”. If the Salutation field does not have a a value, “Jim” will be merged into the merge tag. If the person record has a Salutation, that will be used instead. This helps prevent blank “DearĀ  ,” in emails by picking Salutation first, if blank, use their First Name.

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