Merge Tag Guide- Workflow

Merge tags allows you to enter module variables into an email template or when creating a new record via workflow.

All merge tags begin and end with double brackets: [[  and  ]]

Merge tags must reference the Field Name (not the display name) of the field in all CAPS. You can view the field name of a field when you click the Configure button of the field in Designer.

Fields with upper and lower case letters within the name should use the caret symbol ^ in front of the capitalized letter.

Related fields can be access using a double underscore: __

To access a previous value of a field (only supported in workflow type templates) prefix the field name with: WAS%. EX: [[WAS%TYPE]]. If there is no previous value, the current value will be used. If the attached module does not support storing previous values, you will receive an error message when saving the template.

Calculated fields:  Calculated field values are calculated each time the record is viewed and never written to the DB, therefore their values cannot be displayed via a merge tag.

Below are the Merge tags for the out of the box fields in each module:

All Modules

Field Name Merge Tag
Owner [[OWNER]]
Created Date [[CREATED^DATE^TIME]]
Created User [[CREATED^BY^USER]]
Last Modified Date [[MODIFIED^DATE^TIME]]
Last Modified User [[MODIFIED^BY^USER]]
Link to Record [[MODEL^URL]]

 Accounts Module

Field Name Merge Tag
Name [[NAME]]
Office Phone [[OFFICE^PHONE]]
Industry [[INDUSTRY]]
Office Fax [[OFFICE^FAX]]
Employees [[EMPLOYEES]]
Annual Revenue [[ANNUAL^REVENUE]]
Type [[TYPE]]
Website [[WEBSITE]]
Description [[DESCRIPTION]]
Billing Address (all info compiled together) [[BILLING^ADDRESS]]
Billing Street 1 [[BILLING^ADDRESS__STREET1]]
Billing Street 2 [[BILLING^ADDRESS__STREET2]]
Billing City [[BILLING^ADDRESS__CITY]]
Billing State [[BILLING^ADDRESS__STATE]]
Billing Postal Code [[BILLING^ADDRESS__POSTAL^CODE]]
Billing Country [[BILLING^ADDRESS__COUNTRY]]
Shipping Address (all info compiled together) [[SHIPPING^ADDRESS]]
Shipping Street 1 [[SHIPPING^ADDRESS__STREET1]]
Shipping Street 2 [[SHIPPING^ADDRESS__STREET2]]
Shipping City [[SHIPPING^ADDRESS__CITY]]
Shipping State [[SHIPPING^ADDRESS__STATE]]
Shipping Postal Code [[SHIPPING^ADDRESS__POSTAL^CODE]]
Shipping Country [[SHIPPING^ADDRESS__COUNTRY]]

Contacts/Leads Module

Field Name Merge Tag
First Name [[FIRST^NAME]]
Last Name [[LAST^NAME]]
Salutation [[TITLE]]
Status [[STATE]]
Job Title [[JOB^TITLE]]
Account (Contacts) [[ACCOUNT__NAME]]
Company Name (Leads) [[COMPANY^NAME]]
Department [[DEPARTMENT]]
Office Phone [[OFFICE^PHONE]]
Source [[SOURCE]]
Mobile Phone [[MOBILE^PHONE]]
Office Fax [[OFFICE^FAX]]
Primary Email [[PRIMARY^EMAIL__EMAIL^ADDRESS]]
Secondary Email [[SECONDARY^EMAIL__EMAIL^ADDRESS]]
Description [[DESCRIPTION]]
Primary Address (all info compiled together) [[PRIMARY^ADDRESS]]
Primary Street 1 [[PRIMARY^ADDRESS__STREET1]]
Primary Street 2 [[PRIMARY^ADDRESS__STREET2]]
Primary City [[PRIMARY^ADDRESS__CITY]]
Primary State [[PRIMARY^ADDRESS__STATE]]
Primary Postal Code [[PRIMARY^ADDRESS__POSTAL^CODE]]
Primary Country [[PRIMARY^ADDRESS__COUNTRY]]
Secondary Address (all info compiled together) [[SECONDARY^ADDRESS]]
Secondary Street 1 [[SECONDARY^ADDRESS__STREET1]]
Secondary Street 2 [[SECONDARY^ADDRESS__STREET2]]
Secondary City [[SECONDARY^ADDRESS__CITY]]
Secondary State [[SECONDARY^ADDRESS__STATE]]
Secondary Postal Code [[SECONDARY^ADDRESS__POSTAL^CODE]]
Secondary Country [[SECONDARY^ADDRESS__COUNTRY]]

Opportunities

Field Name Merge Tag
Name [[NAME]]
Amount [[AMOUNT]] - i.e. $100,000
Amount Value [[AMOUNT__VALUE]] - i.e. 100,000
Amount Currency [[AMOUNT__CURRENCY]] - i.e. USD
Account [[ACCOUNT__NAME]]
Close Date [[CLOSE^DATE]]
Stage [[STAGE]]
Probability [[PROBABILITY]]
Source [[SOURCE]]
Description [[DESCRIPTION]]

Meetings

Field Name Merge Tag
Name [[NAME]]
Location [[LOCATION]]
Start Time [[START^DATE^TIME]]
End Time [[END^DATE^TIME]]
Category [[CATEGORY]]
Contact or Lead [[CONTACT__FIRST^NAME]] [[CONTACT__LAST^NAME]]
Account [[ACCOUNT__NAME]]
Opportunity [[OPPORTUNITY__NAME]]
Description [[DESCRIPTION]]

Notes

Field Name Merge Tag
Description [[DESCRIPTION]]
Occurred On [[OCCURRED^ON^DATE^TIME]]
Account [[ACCOUNT__NAME]]
Contact or Lead [[CONTACT__FIRST^NAME]] [[CONTACT__LAST^NAME]]
Opportunity [[OPPORTUNITY__NAME]]

Tasks

Field Name Merge Tag
Name [[NAME]]
Due On [[DUE^DATE^TIME]]
Completed [[COMPLETED]]
Completed On [[COMPLETED^DATE^TIME]]
Account [[ACCOUNT__NAME]]
Contact or Lead [[CONTACT__FIRST^NAME]] [[CONTACT__LAST^NAME]]
Opportunity [[OPPORTUNITY__NAME]]
Description [[DESCRIPTION]]

Users *

Field Name Merge Tag
First Name [[FIRST^NAME]]
Last Name [[LAST^NAME]]
Username [[USERNAME]]
Job Title [[JOB^TITLE]]
Office Phone [[OFFICE^PHONE]]
Manager [[MANAGER]]
Role [[ROLE]]
Mobile Phone [[MOBILE^PHONE]]
Department [[DEPARTMENT]]
Email [[PRIMARY^EMAIL]]
Address Street 1 [[PRIMARY^ADDRESS__STREET1]]
Address Street 2 [[PRIMARY^ADDRESS__STREET2]]
Address City [[PRIMARY^ADDRESS__CITY]]
Address State [[PRIMARY^ADDRESS__STATE]]
Address Postal Code [[PRIMARY^ADDRESS__POSTAL^CODE]]
Address Country [[PRIMARY^ADDRESS__COUNTRY]]

*user module information is the Owner data from a related module, so that the tag would appear like [[OWNER__OFFICE^PHONE]]

Here is an example of how to use a Merge tag. After selecting a Template Builder when creating Templates, you will have to specify Module, Name and Subject in General options. Here is given an example for Accounts module.

General-template builder

In Layout you should choose how would you want your template to look like.

Layout merge tag guide

Designer field gives you possibilities to fill up columns with desired values. Here is given an example with Merge tag  [[WEBSITE]] in footnote.

Designer-merge tag guide

Finally, we will write short sentence in the Text Content field.

Content merge tag guide

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