Primary Contact merge fields
💡 These merged fields are dynamic and will always display "current" stakeholder information.
Merge Field (Copy & Paste) | Description |
{CONTACT_FIRSTNAME} | Shows related stakeholder's first name |
{CONTACT_LASTNAME} | Shows related stakeholder's name |
{CONTACT_FULLNAME} | Shows related stakeholder's first name and name |
{CONTACT_EMAIL} | Shows your related stakeholder's email |
{CONTACT_PHONE} | Shows related stakeholder's phone number |
{CONTACT_COMPANY} | Shows related stakeholder's company name (for primary stakeholder only) |
{CONTACT_CUSTOM} | Shows related stakeholder's custom information(for primary stakeholder only) |
Stakeholders merge fields
If you want to display specific stakeholder information, please use the merged fields below.
💡 Each stakeholder has a rank: Below, 123 indicates the rank of the stakeholder. E.g. For Primary stakeholder's first name, use STAKEHOLDER_1_FIRSTNAME
Merge Field (Copy & Paste) | Description |
{STAKEHOLDER_123_FIRSTNAME} | Shows related stakeholder's first name |
{STAKEHOLDER_123_LASTNAME} | Shows related stakeholder's name |
{STAKEHOLDER_123_FULLNAME} | Shows related stakeholder's first name and name |
{STAKEHOLDER_123_COMPANY} | Shows related stakeholder's company name |
{STAKEHOLDER_123_EMAIL} | Shows your related stakeholder's email |
{STAKEHOLDER_123_PHONE} | Shows your related stakeholder's phone |
{STAKEHOLDER_123_URL} | Shows the URL of the stakeholder portal |
{STAKEHOLDER_123_MISSING_ITEMS} | Shows the missing items for this stakeholder |
{STAKEHOLDER_123_MISSING_ITEMS_COUNT} | Shows the count of missing items for this stakeholder |
{STAKEHOLDER_123_MANDATORY_MISSING_ITEMS_COUNT} | Shows the count of mandatory missing items for this stakeholder |
External members merge fields
These merge fields are related to the external member who created the application.
Merge Field (Copy & Paste) | Description |
{DELEGATE_NAME} | Shows application external member full name |
{DELEGATE_EMAIL} | Shows application external member email |
{DELEGATE_COMPANY} | Shows application external member company name |