How do I use custom fields in email content?

With Cloze, you can insert custom fields into emails and templates using merge fields.

  • Merge fields automatically pull in information from a contact’s profile, making your emails more personal and relevant.
  • In other apps these may be called variables, placeholders, or custom fields—but they all work the same way: existing contact details are merged into your email at send time.
  1. When composing your email:
    1. Tap on the location where you wish to insert your custom field value using a merge field.
    2. Tap on the +icon towards the bottom-right.
    3. Tap on a Custom Field to select it.

The custom field will appear after you select it. You can add more custom fields as you continue to compose your email.

Optional: You can preview your email before sending by tapping on the dropdown menu next to Send and tapping on Preview.


ADVANCED

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}}

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 %}"  
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