How to Use Merge Fields in Email Templates

Merge fields are placeholders in curly brackets, such as {contact_firstname}. When the email is sent, each one is replaced with the real information, for example the customer’s first name.

1. Open the email template (see Edit Email Template).
2. Click in the Email Message where you want the information to appear.
3. In Available merge fields on the right, click a field to insert it. The fields are grouped, for example Company, Client and Invoice; the groups depend on the email. Click Show all … fields to see every field in a group, or type in Search merge fields.
   
4. Click Save Template.

Note: you can also type merge fields into the Subject and From Name. Copy them exactly, including the curly brackets.

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