What Mail Merge fields are available in Cloze?
Cloze provides several fields that you can use while sending a mail merge email. Advanced Mail Merge features (see Smart Templates) are only available in the Platinum plan.
Note: These fields can also be saved in a Cloze template and used in regular emails too.
Basic Fields (All Plans)
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- "First Name", {{first}}
- "Last Name", {{last}}
- "Full Name", {{full}}
- "Headline", {{headline}}
- "Company", {{company}}
- "Title", {{title}}
- "Location", {{location}}
- "Country", {{country}}
- "Stage", {{stage}}
- "Segment", {{segment}}
- "Email Address", "{{email}}"
- "Mobile Phone", "{{mobilePhone}}"
- "Work Phone", "{{workPhone}}"
- "Home Phone", "{{homePhone}}"
- "Custom Field", {{field-id}} - Here is an overview of how to use Custom Fields in emails.
First Postal Address (Full Address is available with the Platinum Plan, others are on all plans)
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"Full Address", "{% if address %}{{address.streetaddr}}\n{{address.city}}, {{address.region}}\n{{address.postalcode}} {{address.country}}{% end %}"
"Street Address", "{{address.streetaddr}}"
"City", "{{address.city}}"
"State, Province, or Region", "{{address.region}}"
"Postal or Zip code", "{{address.postalcode}}"
Work Postal Address (Full Address is available with the Platinum Plan, others are on all plans)
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"Full Address", "{% if workAddress %}{{workAddress.streetaddr}} {{workAddress.city}}, {{workAddress.region}} {{workAddress.postalcode}} {{workAddress.country}}{% end %}"
"Street Address", "{{workAddress.streetaddr}}"
"City", "{{workAddress.city}}"
"State, Province, or Region", "{{workAddress.region}}"
"Postal or Zip code", "{{workAddress.postalcode}}"
Home Postal Address (Full Address is available with the Platinum Plan, others are on all plans)
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"Full Address", "{% if homeAddress %}{{homeAddress.streetaddr}}{{homeAddress.city}}, {{homeAddress.region}} {homeAddress.postalcode}} {{homeAddress.country}}{% end %}"
"Street Address", "{{homeAddress.streetaddr}}"
"City", "{{homeAddress.city}}"
"State, Province, or Region", "{{homeAddress.region}}"
"Postal or Zip code", "{{homeAddress.postalcode}}"
Common Formatted Dates (Platinum Plan)
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"Relative Date of Last Contact", "{{ lastInteraction | relative }}"
"Month of Last Contact", "{{ lastInteraction | month }}"
Formatting Custom Date Fields (Platinum Plan)
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"Month", "{{ custom-field | month }}"
"Year", "{{ custom-field | year }}"
"Short Date", "{{ custom-field | shortDate }}"
"Full Date", "{{ custom-field | date }}"
"Date and Time", "{{ custom-field | datetime }}"
"Relative Date", "{{ custom-field | relative }}"
"Next Anniversary of Date", "{{ custom-field | anniversary | relative }}"
Conditional Text (Platinum Plan)
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"Use Recipient's Locale", "{% use locale %}\n"
"Use Your Locale", "{% use default %}\n"
"Greeting by Gender", "{% if gender == \"female\" %}Frau{% else %}Herr{% end %} {{ last }},\n"
"Text By Language", "\n{% if language == \"en\" %}\nHello\n{% else if language == \"es\" %}\nBuenos Dias\n{% else if language == \"fr\" %}\nBonjour\n{% else if language == \"it\" %}\nBuongiorno\n{% else %}\nHi\n{% end %}\n"
"Text By Country", "\n{% if country == \"US\" %}\nUnited States\n{% else if country == \"FR\" %}\nFrance\n{% else if country == \"IT\" %}\nItaly\n{% else %}\nOther\n{% end %}\n"
"Basic If Example", "\n{% if field == \"value\" %} ... {% else if field == \"value2\" %} ... {% else %} ... {% end %}"
Looping (Platinum)
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"First Recipient", "\n{% first to %}\nName: {{name}}\nHeadline: {{headline}}\n{% end %}\n"
"Last Recipient", "\n{% last to %}\nName: {{name}}\nHeadline: {{headline}}\n{% end %}\n"
"Each Recipient", "\n{% foreach to %}\nName: {{name}}\nHeadline: {{headline}}\n{% end %}\n"
"Each Re", "\n{% foreach re %}\nName: {{name}}\n{% end %}\n"
You can also add a substitution word if nothing is available in the mail merge field.
{{first | "no value" }}<— after the | is the text to use (in double quotes) as the default substitution text if no value is available. For example: {{ first | "sir or madam" }}
To use these fields simply enter the bracketed field listed above into your email. When you send your email Cloze will then substitute the bracketed text for the appropriate field in your contact record for each field you include.
Please see the example below.
And what the email looked like for the recipient