Merge Fields are placeholders within email templates or documents that can be dynamically populated with personalized information from a database or contact list. In other words, merge fields act as a marker indicating where the personalized information should be inserted and is automatically done for each recipient. This allows you to save and create customized content without having to manually enter the information for each recipient.
Within your Value Builder portal, we use merge fields within the email templates to populate contact names, email signatures, links, and other information relating to the recipient and your own settings. You can access the available merge fields by clicking on the button (see below) that appears in the toolbar for all text editing boxes.
Below is the full list of Merge fields and what information is populated when used in emails:
Contact Fields
These merge fields below will populate data that is relevant to the contact/recipient that the email is going to.
- {{contact_name}} - This will populate the contact's FULL NAME that is in the portal.
- {{contact_first_name}} - This will populate the contact's FIRST NAME
- {{contact_last_name}} - This will populate the contact's LAST NAME
- {{contact_email}} - This will populate the contact's EMAIL ADDRESS
- {{contact_country}} - This will populate the COUNTRY in the contact's profile
- {{contact_phone_number}} - This will populate the PHONE NUMBER that is in the contact's profile. If there is no phone number listed, it will be blank in the email.
- {{contact_company_name}} - This will populate the COMPANY NAME that is in the contact's profile.
Advisor Fields
These merge fields below will populate data that is relevant to your portal account settings. For eBook and assessment merge fields, it will populate your personal link that is tied to your account.
There are merge fields for each of our ebooks for a link and a button. Below is an example using the eBook, The Yes Box.
- {{the_yes_box_ebook_link}} - This will populate a link along with text to the eBook landing page that is tied to your account.
- {{button_get_your_copy_the_yes_box_ebook}} - This will populate a button that the recipient can click on that will direct them to the eBook landing page that is tied to your account. Please note that the button will show as "Get Your Copy".
There are merge fields for each of the Assessments (Value Builder Score, PREScore, and Freedom Score) that will populate a link and a button that will direct the recipient to the landing page that is tied to your account.
- {{personal_valuebuilder_score_link}}
- {{button_get_your_valuebuilder_score}}
Advisor Merge Fields
- {{advisor_name}} - This will populate YOUR FULL NAME.
- {{advisor_first_name}} - This will populate your FIRST NAME.
- {{advisor_last_name}} - This will populate your LAST NAME
- {{advisor_email}} - This will populate your EMAIL ADDRESS that is used within your portal account.
- {{advisor_phone_number}} - This will populate your phone number listed in the Account Information page (My profile in the top right corner).
- {{advisor_email_signature}} - This will populate the EMAIL SIGNATURE that can be found in your Settings > Personal Links & Signature page.
- {{advisor_company_logo}} - This will populate the COMPANY LOGO that can be found in Settings > Company Information page. It will appear as an image within the email sent to the recipient.
- {{advisor_company_website}} - This will populate the website that can be found in Settings > Company Information
- {{advisor_calendar_link}} - This will populate the link that is present in the "Calendar Booking Link" field in your Advisor Information section (My profile > Advisor Information).