The merge fields available to you depend on your data source. This article explains what merge fields you can use with each source type.
Distribution Lists or Individual Email Addresses
When using distribution lists or adding individual email addresses to the To field, these merge fields are available:
{{FirstName}}{{LastName}}{{DisplayName}}
These fields pull data directly from your organization's directory.
CSV Uploads
With CSV uploads, any column header in your CSV file becomes a merge field. Click here to learn about formatting requirements.
Creating Custom CSV Fields
You can create any custom field in your CSV. Simply add a column header and use that exact name (with spaces removed) as your merge field tag.
Common custom fields:
{{JobTitle}}{{EmployeeID}}{{StartDate}}{{ManagerName}}{{ProjectCode}}{{OfficeLocation}}{{PhoneNumber}}
Contact Lists (List Management)
When using contact lists from your List Management integration, any field uploaded through that integration is available as a merge field.
Format: {{FieldName}} - must match exactly what appears in your contact list.
Common Contact List Fields
The exact fields available depend on your List Management setup. Common examples include:
{{FirstName}}{{LastName}}{{Email}}{{Company}}{{Industry}}{{JobTitle}}{{CustomField}}
Additional Considerations
For CSV Files
Keep it consistent:
- Use the same header names across all CSV uploads
- Document your standard field names
- Share conventions with your team
Plan for missing data:
- Not all recipients may have data in all columns
- Check for blank fields before sending
- Consider fallback content
For Distribution Lists/Individual Email Addresses
Limitations:
- Only three fields available (FirstName, LastName, DisplayName)
- Data comes from your organization's directory
- You cannot add custom fields
Best uses:
- Internal company communications
- When basic personalization is sufficient
- When you need data to auto-update from directory
For Contact Lists
Advantages:
- Custom fields available based on your setup
- Data managed through List Management integration
- Can include external contacts