Merge fields are placeholders that get replaced with each recipient’s actual data when the email sends.
How merge fields look
A merge field is a category and a field name inside double curly braces. {{contact.first_name}} is replaced with the contact’s first name. The categories are contact, deal, donation, organization, and custom.
Contact fields
{{contact.first_name}},{{contact.last_name}}{{contact.email_primary}}{{contact.phone_primary}}{{contact.company_name}}: the associated company’s name{{contact.job_title}}{{contact.lifecycle_stage}}
Deal fields (Business edition only)
{{deal.name}},{{deal.value}}{{deal.stage_name}},{{deal.pipeline_name}}{{deal.expected_close_date}}{{deal.owner_name}}: the deal’s owner
Donation fields (Nonprofit edition only)
{{donation.amount}},{{donation.date}}{{donation.campaign_name}},{{donation.fund_name}}{{donation.type}},{{donation.payment_method}}
Organization fields
{{organization.name}}: your organization’s name from your settings{{organization.website}}
Custom field merge
Any custom field you have created is available as {{custom.field_name}}, for example {{custom.account_tier}}.
Conditional blocks
For a line that should only appear when a field has a value, wrap it in a condition: {{#if contact.first_name}}Hi {{contact.first_name}}{{else}}Hi there{{/if}}. That is how you cover missing data.
Validating before send
Send a test to yourself from the campaign builder to confirm every merge field fills in. If a recipient has no value for a field, that field is left blank.