What are Merge Fields?
Merge Fields auto-populate information from the Booking, Events, and Group into an email or document.
Merge fields are snippets of text between curly brackets (e.g. {{Contact.FirstName}}) that are automatically replaced by their corresponding values coming from each specific field. This allows you to write your templates, giving them a standard layout/structure, while having them be personalized for each client/account.
Default Merge Fields Available
Client - Customer Contact information. Ex. Customer’s First Name, etc.
Account - Account Contact Information. Ex. Account Name, Account Address, etc.
Booking - Booking Information. Ex Booking Name, Booking Dates, etc.
User - Your Information. Ex. Your Name, Email, etc.
Organization - Your Property’s Information. Ex. Venue/Hotel Name, Address, etc.
Group - Information on the Group - Ex. Arrival Date, Departure Date, etc.
Event - Information on the Event - Ex. Event Space, Time, Date, etc.
Invoice - Information on the Invoice - Ex. Invoice Total, Amount Due, etc.
How to use Merge Fields
In a Document
Open a Document
Select the Document Element to be used, you will find Merge Fields in the Text Box Element and in the Event/Space Element when selecting display options "custom".
The text box will display
Under each header is a drop-down list of Merge Fields to be used
Type the text and select which merge fields you will like to use
Click Apply
Information will be pulled to the document accordingly
In an Email Template
Select Templates from the main menu
Click on Email Templates
Decide if you would like to create a New Template or open an Existing Template
The Email body will appear
Under each header is a drop-down list of Merge Fields to be used
Type your email template and select which merge fields you will like to use:
Click Save
Important considerations about Merge Fields
Merge Fields are set by your System Administrator and populated into your Document Templates.
You can still delete or override them at any time.
Custom Fields can also be added as merge fields.
Revenue Groups do not have merge fields.
Additional Information