Merge Fields are a great tool you can use for Email, Marketing, and SMS templates to let ServiceMonster do some of your work for you! If you ever see words surrounded by brackets on a template, for example [NAME_FIRST] that's a Merge Field!
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.
Note: Different Merge Fields are available on Email, SMS, and Marketing templates.
Adding in Merge Fields to Templates (Email Templates, SMS Templates, Marketing Templates)
This set of Merge Fields pulls information from the Account the template is being sent to.
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]
This set of Merge Fields pulls the company information.
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]
This set pulls information about the scheduled job.
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]
This set pulls information about the work order.
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)]
These Merge Fields pull information about the site.
Address1 [SITE_ADDRESS1]
Address2 [SITE_ADDRESS2]
City [SITE_CITY]
State [SITE_STATE]
Zip Code [SITE_ZIP]
These Merge Fields insert links to your Social Media, for more information on how to set this up click here.
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]
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.
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.
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.
