When Merge Fields are used, that tells our system to look through all of the information available to it and pull out whatever is relevant for the situation and put it in for you. This makes customization easy and gives you a ton of flexibility when it comes to creating your Email, Marketing, and SMS templates.
Merge Fields Master List
Note: Different Merge Fields are available on Email, SMS, and Marketing templates.
Click on one of these links to hop to a specific section on this page:
Adding in Merge Fields to Templates (Email Templates, SMS Templates, Marketing Templates)
Account
This set of Merge Fields pulls information from the Account the template is being sent to.
Field Name and Merge Field
ACCT:
Current Date [CURRENT_DATE]
Account Name [ACCOUNT_NAME]
Acquisition Date [ACQUISITION_DATE]
Balance Due [ACCT_BALANCE_DUE]
Billing Address1 [BILLING_ADDRESS1]
Billing Address2 [BILLING_ADDRESS2]
Billing City [BILLING_City]
Billing State [BILLING_STATE]
Billing Zip [BILLING_ZIP]
Business Name [BUSINESS_NAME]
[Custom Field Name] [CUSTOM_FIELD1]
Email [EMAIL]
Fax [FAX]
First Name [FIRST_NAME]
Last Invoice Amt [LAST_INV_AMT]
Last Invoice Date [LAST_INV_DATE]
Last Name [LAST_NAME]
Lead Source [ACCT_LEAD_SOURCE]
Next Job Date/Time [NEXT_JOB_DATE]
Payment Terms [PAYMENT_TERMS]
Phone1 [PHONE1]
Phone2 [PHONE2]
Phone3 [PHONE3]
Reference [ACCT_REFERENCE]
Salutation [SALUTATION]
Acquisition Date [ACQUISITION_DATE]
Company
This set of Merge Fields pulls the company information.
Field Name and Merge Field
COMPANY:
Address1 [COMPANY_ADDRESS]
Address2 [COMPANY_ADDRESS2]
City [COMPANY_CITY]
Email [COMPANY_EMAIL]
Fax [COMPANY_FAX]
Legal Name [COMPANY_LEGAL_NAME]
Name [COMPANY_NAME]
Phone [COMPANY_PHONE]
Phone2 [COMPANY_PHONE2]
State [COMPANY_STATE]
WebSite [COMPANY_WEBSITE]
Zip [COMPANY_ZIP]
USER:
User First Name [USER_FIRST_NAME]
User Last Name [USER_LAST_NAME]
User First & Last Name [USER_FIRST_AND_LAST_NAME]
Job/Appointment
This set pulls information about the scheduled job.
Field Name and Merge Field
JOB:
End Date [JOB_END_DATE]
End Date/Time [JOB_END_DATE_TIME]
End Time [JOB_END_TIME]
Start Date [JOB_START_DATE]
Start Date/Time [JOB_START_DATE_TIME]
Start Time [JOB_START_TIME]
Order
This set pulls information about the work order.
Field Name and Merge Field
ORDER:
Order Total [ORDER_TOTAL]
Due Date [ORDER_DUE_DATE]
Balance Due [ORDER_BALANCE_DUE]
Grand Total [ORDER_GRAND_TOTAL]
Number [ORDER_NUMBER]
Order Date[ORDER_DATE]
Type [ORDER_TYPE]
PACKAGES
Package Subtotal [PACKAGE_SUBTOTAL_(Package Number)]
Package Name [PACKAGE_NAME_(Package Number)]
Site
These Merge Fields pull information about the site.
Field Name and Merge Field
Address1 [SITE_ADDRESS1]
Address2 [SITE_ADDRESS2]
City [SITE_CITY]
State [SITE_STATE]
Zip Code [SITE_ZIP]
Social
These Merge Fields insert links to your Social Media, for more information on how to set this up click here.
Field Name and Merge Field
SOCIAL:
Angie's List [SOCIAL_ANGIES_LIST]
Facebook [SOCIAL_FACEBOOK]
Google [SOCIAL_GOOGLE]
Home Advisor [SOCIAL_HOME_ADVISOR]
Instagram [SOCIAL_INSTAGRAM]
Pinterest [SOCIAL_PINTEREST]
Twitter [SOCIAL_TWITTER]
Yelp [SOCIAL_YELP]
Youtube [SOCIAL_YOUTUBE]
Adding In Merge Fields:
Email Templates:
To add a Merge Field into an email template, simply click on Settings and then Templates.
Click on the name of the template you want to edit.
On the email template, click where you want to insert the Merge Field. Then click on the "Advanced Options" button on the toolbar (Looks like a price tag).
Scroll through your options to find the information you want to include. Click on the option you want.
It is now in the template.
SMS Templates:
To add a Merge Field into an SMS template, simply click on Settings and then Templates.
Go to the SMS Templates tab.
Click on the name of the template you want to edit or click "+SMS Template" to create a new template
On the template, click where you want to insert the Merge Field.
Click on the "Merge Fields" drop-down menu.
Scroll through your options to find the information you want to include. Click on the option you want.
It is now in the template. Note: Merge Fields in SMS Templates will only work if the text is sent through ServiceMonster, and will not work if sent from a technician's phone.
Marketing Templates:
To add a Merge Field into a Marketing Template, simply click on Marketing and then Templates.
Click on the name of the template you want to edit.
On the template, click where you want to insert the Merge Field. Then click on the "Advanced Options" button on the toolbar (Looks like a price tag).
Scroll through your options to find the information you want to include. Click on the option you want.
It is now in the template.
For more information on creating Marketing Templates, click here.