How to add merge fields to your content

A Merge Field is a field that you input into a piece of text from your admin interface and that auto-fills value automatically when a primary stakeholder submits an application.

Eg. you created a Process description (or welcome message) that says “Hi {CONTACT_FIRSTNAME}”. The merge field here would be used to automatically pull the first name of the client detailed on the contact card.

You can use merge fields in your custom emails, portal description (welcome message), in e-contracts, or even in forms.

Here is the list of merge fields you can use today:

Applications merge fields

{DOSSIER_ID} Shows application ID (which is the same as the reference number received by some clients when they create an application from the public portal)

{DOSSIER_TITLE} Shows the name of the application
{DOSSIER_STAGE} Shows the current Application progress stage
{DOSSIER_CREATED_AT} Shows the date of creation of the application (UTC)
{DOSSIER_CREATED_AT_TIMESTAMP} Shows the date of creation of the application (unix timestamp)

{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)

Secondary contacts (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.

Eg: For Primary stakeholder's first name, use STAKEHOLDER_1_FIRSTNAME

{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 email*

Team member merge fields

{OWNER_FIRSTNAME} Shows application owner's first name*
{OWNER_LASTNAME} Shows application owner's name*
{OWNER_FULLNAME} Shows application owner's first name and name*
{OWNER_EMAIL} Shows application owner's email*

Checklist items merge fields

{ITEMS_ALL} Lists all the items mentioned in your checklist
{ITEMS_MISSING} Lists the missing items from the checklist
{ITEMS_MANDATORY} Lists all the mandatory items from the checklist
{ITEMS_MANDATORY_MISSING} Lists the missing mandatory items from the checklist

Generic merge fields

{DATE} Shows current date
{DATE_TIME} Shows current date and GMT time
{DATE_YEAR} Shows current date
{DATE_YEAR_PREVIOUS} Shows previous year
{DATE_YEAR_NEXT} Shows next year
{DATE_MONTH} Shows current month (Ex: February 2021)
{DATE_MONTH_SUB_123} Substract X month to the current month (Ex: If current date is 2020-12-01, DATE_MONTH_SUB_2 will display October 2020).
{DATE_MONTH_ADD_123} Add X month to the current month (Ex: If current date is 2020-06-01, DATE_MONTH_SUB_3 will display September 2020).

Online form merge fields

{FORM_FIELD_123} Shows the specific field of an online form added to the checklist. (123 should be replaced  by the specific field number)

Repeatable fields

In order to add a tag for a repeatable field, you just need to add the rank of the targeted item.

Eg: Use {FORM_FIELD_123.1} for the first found value and {FORM_FIELD_123.2} for the second value.