Merge fields allow information to automatically populate ("merge") in an email or email template making your content more relevant to the recipient.

Merge fields may be called, variables, placeholders, or custom fields in other applications, but they are all generally the same. They are information that exists within a Cloze contact profile information that will automatically merge into the email when sent.

Insert merge fields into email

There are a number of variable categories available for use.

NAME FIELDS

  • First Name
  • Last Name
  • Full Name

RECIPIENT FIELDS

  • About Fields
    • Headline
    • Company
    • Title
    • Location
    • Country
    • Stage
    • Segment
  • Contact Fields
    • Email and Phone
      • Email Address
      • Mobile Phone
      • Work Phone
      • Home Phone
    • First Postal Address
      • Full Address
      • Street Address
      • City
      • State, Province, or Region
      • Postal or Zip code
    • Work Postal Address
      • Full Address
      • Street Address
      • City
      • State, Province, or Region
      • Postal or Zip code
    • Home Postal Address
      • Full Address
      • Street Address
      • City
      • State, Province, or Region
      • Postal or Zip code

ADVANCED FIELDs

  • Custom Fields 
    • Use your custom fields
  • Formatted Fields 
    • Date of last contact
    • Relative Date of Last Contact
    • Month
    • Year
    • Short Date
    • Full Date
    • Date and Time
    • Relative Date
    • Next Anniversary of Date
  • Conditionals and Loops
    • Conditional Text
      • Use Recipient's Locale - Dates, times, and currency format will be in recipient's locale until changed
      • Use Your Locale - Change formatting back to your default
      • Greeting by Gender
      • Text By Language
      • Text By Country
      • Basic If Example
    • Looping
      • First Recipient
      • Last Recipient
      • Each Recipient
      • Each Re

Please note that Formatted, Conditionals and Loops are available with the Platinum Plan. All other fields are available in all Cloze Plans. 

 

MERGE FIELD VALUES

Basic Fields (All Plans)
------------------------

  • "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)
------------------------------------------------------------------------
"Full Address", "{% if address %}{{address.streetaddr}}{{address.city}}, {{address.region}}{{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)
-----------------------------------------------------------------------
"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)
-----------------------------------------------------------------------
"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)
---------------------------------
"Relative Date of Last Contact", "{{ lastInteraction | relative }}"
"Month of Last Contact", "{{ lastInteraction | month }}"

Formatting Custom Date Fields (Platinum Plan)
----------------------------------------
"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)
---------------------------
"Use Recipient's Locale", "{% use locale %}"
"Use Your Locale", "{% use default %}"
"Greeting by Gender", "{% if gender == \"female\" %}Frau{% else %}Herr{% end %} {{ last }},"
"Text By Language", "{% if language == \"en\" %}Hello{% else if language == \"es\" %}Buenos Dias{% else if language == \"fr\" %}Bonjour{% else if language == \"it\" %}Buongiorno{% else %}Hi{% end %}"
"Text By Country", "{% if country == \"US\" %} United States {% else if country == \"FR\" %} France\ % else if country == \"IT\" %}Italy{% else %}Other{% end %}"
"Basic If Example", "{% if field == \"value\" %} ... {% else if field == \"value2\" %} ... {% else %} ... {% end %}"

Looping (Platinum Plan)
------------------
"First Recipient", "{% first to %} Name: {{name}} Headline: {{headline}} {% end %}"
"Last Recipient", "{% last to %} Name: {{name}} Headline: {{headline}} {% end %}"
"Each Recipient", {% foreach to %} Name: {{name}} Headline: {{headline}} {% end %}"
"Each Re", "{% foreach re %} Name: {{name}} {% end %}"