What types of merge fields are available?

Use merge fields to personalize your emails with content from the recipient's profile in Cloze.

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.

There are a number of variable categories available for use.

NAME FIELDS

• First Name
• Last Name
• Full Name

RECIPIENT FIELDS

• About Fields
  • About Fields
    • Headline
    • Description
    • Company
    • Title
    • Attribution
  • General location
    • Location
    • Country Code
    • Country Name
  • Relationship
    • Stage
    • Segment

• Contact Fields
  • Email and Phone
    • Email Address
    • Preferred Phone
    • Mobile Phone
    • Work Phone
    • Home Phone
  • Preferred 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

• Greeting
• Greeting Names

GENERAL FIELDS

• About You
  • About You
    • Your First Name
    • Your Last Name
    • Your Full Name
    • Your Headline
    • Your Company 
    • Your Title
    • Your Website
  • Your Email and Phone
    • Your Email
    • Your Preferred Phone
    • Your Mobile Phone
    • Your Work Phone
    • Your Home Phone
  • Your Preferred Postal Address
    • Full Address
    • Street Address
    • City
    • State, Province, or Region
    • Postal or Zip code
  • Your Work Postal Address
    • Full Address
    • Street Address
    • City
    • State, Province, or Region
    • Postal or Zip code
  • Your Home Postal Address
    • Full Address
    • Street Address
    • City
    • State, Province, or Region
    • Postal or Zip code
  • Custom Fields
    • Your Birthday
    • Your Children
    • Your Do Not Contact
    • Your Lawful Basis
    • Your Lead Source
    • Your Listing Alerts By
    • Your Property Type
    • Your Spouse
    • Your Wedding Anniversary
  • Current Month
  • Current Year

  ADVANCED FIELDS

  • Custom Fields 
    • Use your custom fields
  • Formatted Fields 
    • Relative Date of Last Contact
    • Month of Last Contact
    • Month
    • Year
    • Short Date
    • Full Date
    • Relative Date
    • Next Anniversary of Date
  • Translate - Translate selection to another language
  • Conditionals and Loops
    • Conditional Text
      • Text By Language
      • Text By Country
      • Text By Locale
      • Text By Custom Field

  Please note that Formatted and Conditionals 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 %}"