Merge fields are available to insert in email and email templates. If you send emails to customers with event, account, or other information, you can add merge fields to include pre-populated data from Elite.
If a merge field is added to an email and its information is not in Elite, you will be warned when you try to send the email. When this occurs, you can choose to either cancel sending the email, or continue sending without the merge data. Cancelling allows you to update the email before re-sending. If you choose to continue sending without the merge data, the empty merge field will not be visible in the sent email.
In this article:
- Add Email Merge Fields to a Template
- Add Email Merge Fields to an Ad-hoc Email
- Available Merge Fields
Add Email Merge Fields to a Template
- Email templates are managed in System Admin. Click your name in the upper-left corner and select System Admin.
- Once in System Admin, click Emails.
- Click the edit pencil by the template you need to update to open the Edit Email Template slider.
To create a new template see Manage Email Templates.
- In the template text box put your cursor where the first merge field needs to go.
- Click Insert > Insert Merge Field. Based on the Email Template Type, a selection of field types will display. Expand the section, and select the merge field.
- Continue adding the merge fields you require.
- Click Save.
Add Email Merge Fields to an Ad-hoc Email
When sending an email to a contact, you can insert merge fields into the ad-hoc email. The available merge fields will be based on the feature of Elite you are emailing from. For instance, if you are sending an email to a contact from their contact record, this will only give you the options to add account and contact information. Or if you send an email from the contract, it will have additional options of event, contract and account/contact fields to add.
- Click Compose Email and add the necessary information. See the article Send an Ad Hoc Email for more information.
- Type the content for your email and where you need the merge field, click Insert > Insert Merge Field. Based on the Email Template Type, a selection of field types will display. Expand the section, and select the merge field.
- Once you have finished your email and inserting the merge fields, click Send. This will send the email and save it in the email log.
As you insert the details into the email, if the field is populated in Elite, it will display in a green text box. If the field is red, the information has not been added to the system yet.
If you have added the incorrect field, double-click on the inserted field, and the Select Merge Fields dropdown will appear for you to add the correct merge field.
Available Merge Fields
The merge fields available for your template or ad-hoc email will depend on the type of email: either the type selected on the template or the area of the program where you are composing the email. Click the accordions below to view the available merge fields for each type.
- Recipient First Name
- Recipient Last Name
- Recipient Name
- Recipient Email
- Recipient Salutation
- AccountName
- Primary Address
- ContactSalutation
- ContactFirstName
- ContactLastName
- ContactName
- Primary Address Street
- Primary Address Unit
- Primary Address Locality
- Primary Address Region
- Primary Address Postal Code
- Primary Address Country
- AccountName
- Contact Primary Phone
- Contact Primary Email
- Recipient
- EventName
- EventUniqueId
- EventStartDate
- EventStartTime
- EventEndDate
- EventEndTime
- Recipient
- ProposalName
- EventName
- EventUniqueId
- EventStartDate
- EventStartTime
- EventEndDate
- EventEndTime
- EventAccountName
- Recipient
- Contract Id
- ContractName
- EventName
- EventUniqueId
- EventStartDate
- EventStartTime
- EventEndDate
- EventEndTime
- EventAccountName
- Recipient
- AddendumName
- EventName
- EventUniqueId
- EventStartDate
- EventStartTime
- EventEndDate
- EventEndTime
- EventAccountName
- Recipient
- UniqueNumber
- EventName
- EventUniqueId
- EventStartDate
- EventStartTime
- EventEndDate
- EventEndTime
- EventOrderContactName
- EventOrderContactFirstName
- EventOrderContactLastName
- EventOrderContactSalutation
- EventOrderContactPhoneNumber
- EventOrderContactAddress
- EventOrderContactEmailAddress
- EventAccountName
- Recipient
- EventSummaryId
- EventSummaryName
- EventName
- EventUniqueId
- EventStartDate
- EventStartTime
- EventEndDate
- EventEndTime
- EventAccountName
- Recipient
- InvoiceNumber
- InvoiceDueDate (date format defined by tenant settings)
- InvoiceTotal (Formatted as currency with the format defined by tenant settings)
- InvoiceBalanceDue (Formatted as currency with the format defined by tenant settings)
- BillingAccountName
- BillingContactName
- EventId
- EventName
- EventUniqueId
- EventStartDate (date format defined by tenant settings)
- EventStartTime (time format defined by tenant settings)
- EventEndDate (date format defined by tenant settings)
- EventEndTime (time format defined by tenant settings)
- EventAccountName