Merge Codes / Smart Codes usage

FluentCRM offers lots of dynamic merge codes for your email subject, the body that you can use to personalize your emails.

Basic Structure: #

Merge codes are structured as {{DataGroup.Property|FallbackValue|Transformer}}

  • DataGroup: FluentCRM has different types of data group. Examples: contact, contact.custom, wp etc.
  • Property: Each data groups offer many data values, and you can call that the property. For example: first_name, last_name, email
  • Fallback Valu (Optional)e: This is an optional parameter. If the defined property is empty, the fallback value will be returned.
  • Transformer (optional): Fluent Forms offers utility functions to transform the dynamic return value. For example: {{contact.first_name|Hi|ucfirst}} will make this first letter of the first as uppercase.

Usage: #

Using merge is very easy. From your email composer, just type @ and then type the name or title of the merge code and you can see all of them.

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You can see all the merge codes by clicking the {{ }} icon in your email composer’s top bar.

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This will show a pop-up and you can copy any SmartCode you want and use it in your email body or subject.

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Merge code Lists

Contact’s Default Merge Codes #

CodeDescription
{{contact.full_name}}Full name of the contact
{{contact.prefix}}Name Prefix of the contact
{{contact.first_name}}First Name of the contact
{{contact.last_name}}Last Name of the contact
{{contact.email}}Email address
{{contact.id}}Contact’s unique ID (Numeric)
{{contact.user_id}}Connected User ID of the contact
{{contact.address_line_1}}Address Line 1
{{contact.address_line_2}}Address Line 2
{{contact.city}}Address City
{{contact.state}}Address State
{{contact.postal_code}}Address Postal Code
{{contact.country}}Address Country
{{contact.phone}}Phone Number
{{contact.status}}Contact’s Status
{{contact.date_of_birth}}Date of Birth
{{contact.custom.CUSTOM_FIELD_SLUG}}Custom Field value of the contact. Please replace CUSTOM_FIELD_SLUG with your defined slug of the field

Other General Codes #

CodeDescription
{{crm.business_name}}Business Name defined in FluentCRM Settings
{{crm.business_address}}Business Address defined in FluentCRM Settings
{{wp.admin_email}}Email Address defined in WordPress settings
{{wp.url}}Your Website URL
{{other.date.+2 days}}Dynamic Date Field. You can replace +2 days with your own date strings. it will return the date (WP Date Format) when parsing the data.
##crm.unsubscribe_url##Unsubscribe URL of the contact
##crm.manage_subscription_url##Manage Subscription page URL of the contact
##web_preview_url##Web preview Url of an email
{{crm.unsubscribe_html|Unsubscribe}}This will return an unsubscribe link with HTML code and link text will be Unsubscribe.
‘{{crm.manage_subscription_html|Manage Preference}}Manage Subscription Hyperlink HTML with link text “Manage Preference”

WP User Codes #

If contact is also your WordPress user then you can use the following merge codes in your email

CodeDescription
{{user.ANY_USER_PROPERY}}example: get any user property from WP_User Class. Example: user_login, user_first_name etc.
{{user.meta.USER_META_KEY}}access meta value of a user
%%user.password_reset_direct_link%%Direct Password Reset link of a user

Data Transformers #

Using Data Transformers you can transform / Format a dynamic value easily. Here is the list of available transformers

TransformerUsageDescription
trim{{contact.first_name|There|trim}}if the contact.first_name returns value and have space at first or after it will trim that.
ucfirst{{contact.first_name|There|ucfirst}} /
{{contact.first_name||ucfirst}}
If the contact.first_name returns the first letter lowercase, it will make it uppercase of the first letter
strtolower{{contact.first_name|There|strtolower}} /
{{contact.first_name||strtolower}}
It will make the all the letters as lowercase
strtoupper{{contact.first_name|There|strtoupper}} /
{{contact.first_name||strtoupper}}
It will make the all the letters as uppercase
ucwords{{contact.full_name|There|ucwords}} /
{{contact.full_name||ucwords}}
This will make the first letter of each word uppercase.
concat_first{{contact.first_name||concat_first|Hello}}if a contact’s first name is John then it will return as “Hello John
concat_last{{contact.first_last||concat_last|,}}Sometimes you need to add “,” after the first name if the name exists. This example will return “John,” if the first name exists . If first name does not exist then nothing will return.
show_if{{contact.full_name||show_if|First name exist}}If contact’s full name exist then it will return “First name exist”

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