Merge fields
Merge fields are dynamic placeholders used in emails, templates, and CRM tools to automatically insert personalized data, such as a recipient’s name, company, job title, or any other stored information.
They’re commonly used in sales outreach, email marketing, and automation to personalize messages at scale without manually editing each one.
Examples of common merge fields:
- {{FirstName}} - inserts the recipient’s first name
- {{CompanyName}} - inserts the company name
- {{JobTitle}} - inserts the person’s job title
Use case:
Instead of writing:
“Hi John, I noticed Company ABC is hiring…”
You write:
“Hi {{FirstName}}, I noticed {{CompanyName}} is hiring…”
When sent, the system replaces those fields with actual data.


