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Overview of Merge Fields & Custom Variables in Stack

Discover how to utilize merge fields and custom variables in Stack to personalize your communications and streamline workflows. This guide will introduce you to various types of merge fields, such as custom fields, custom values, custom objects, and custom links, including trigger and payment links.

Table of Contents​

What are Merge Fields and Custom Variables?​

Merge fields and custom variables are placeholders that allow you to dynamically insert personalized information into your communications. They pull data from your CRM or other modules to automate and customize your interactions.

Types of Merge Fields and Custom Variables:​

  • Standard Fields: Built-in fields like contact names and appointment times.
  • Custom Fields: User-defined fields for storing personalized data.
  • Custom Values: Reusable placeholders for consistent information.
  • Custom Objects: Advanced data structures for complex data management.
  • Trigger Links: Links that trigger automated actions when clicked.
  • Payment Links: Links that facilitate customer payments for services or products.

Key Benefits of Using Merge Fields and Custom Variables​

  • Personalize Communication: Automatically include personal details in emails and SMS messages.
  • Automate Processes: Use merge fields in workflows to save time.
  • Improve Data Consistency: Keep information accurate across communications.
  • Simplify Repetitive Tasks: Reuse custom values and trigger links efficiently.

Standard Fields​

Standard Fields are predefined and available by default. They cover essential data points like contact names, email addresses, and appointment details. These fields are built-in and cannot be modified.

Use Cases for Standard Fields:​

  • Contact First Name: Insert the contact's first name.
  • Contact Email: Include the contact's email address.
  • Appointment Date and Time: Add scheduled appointment details.
  • User Full Name: Display the full name of the assigned user.
  • Company Name: Show your business or organization name.

Custom Fields​

Custom Fields are user-defined and unique to each contact or opportunity. They store personalized information for detailed segmentation and communication.

Use Cases for Custom Fields:​

  • Customer Preferences: Track preferred communication methods.
  • Membership Details: Store membership levels for promotions.
  • Product Interest: Monitor product interests for follow-ups.
  • Event Attendance: Log event registration details.
  • Contract Renewal Dates: Track contract renewal dates for reminders.
  • Lead Source: Record the origin of a lead for marketing analysis.

Custom Values​

Custom Values are reusable placeholders for static information, ensuring consistency across your CRM, including emails, websites, and workflows.

Use Cases for Custom Values:​

  • Company Contact Information: Insert contact details in email footers.
  • Standard Closings: Use a standard sign-off phrase in communications.
  • Website Links: Include frequently used URLs.
  • Compliance Statements: Ensure legal disclaimers are consistent.
  • Brand Taglines: Add slogans to marketing materials.
  • Holiday Greetings: Insert seasonal greetings in messages.

Custom Objects​

Custom Objects allow for creating unique data structures beyond standard fields.

Use Cases for Custom Objects:​

  • Subscription Plans: Track subscription details and billing.
  • Inventory Management: Manage product inventory and supplier details.
  • Property Listings: Store real estate property details.
  • Vendor Details: Manage vendor contracts and payment terms.
  • Appointment Details: Log detailed appointment information.

Trigger Links are special links that activate specific actions when clicked.

  • Webinar Registration: Trigger confirmation emails upon registration.
  • Survey Follow-Ups: Send thank-you messages after survey completion.
  • Content Downloads: Track engagement with downloadable resources.
  • Upsell Opportunities: Trigger follow-up emails for service upgrades.
  • Event Invitations: Automate follow-up based on RSVP clicks.
  • Special Offers: Remind customers of limited-time offers.

Payment Links facilitate customer payments for products or services.

  • Event Tickets: Collect payments for event participation.
  • Subscription Plans: Generate links for recurring subscriptions.
  • Product Sales: Create payment links for products.
  • Deposit Collection: Collect deposits for bookings.
  • Donations: Facilitate charitable donations.

Frequently Asked Questions​

Q: What is the difference between Custom Fields and Custom Values?
Custom Fields store unique data for contacts, while Custom Values are reusable placeholders for consistent information.

Q: Why is my merge field not working or displaying correctly?
Ensure you’re using the correct syntax (e.g., {{contact.email}}) and that the data exists in the contact record.

Q: Are merge fields case-sensitive?
Yes, they are. Ensure the correct case is used, like {{contact.name}}.

Q: How can I test if my merge fields are working correctly?
Send a test email or SMS to yourself or preview within the template editor.

Q: What happens if a merge field doesn’t have any data available?
It may display as blank or use a fallback value if configured. Ensure data completeness for best results.

Q: Can I update a Custom Value, and will it reflect across all templates?
Yes, updating a Custom Value updates all templates and workflows using it.

Q: How are Standard Fields different from Custom Fields?
Standard Fields are built-in, while Custom Fields are user-defined for unique data storage.

Q: How do Custom Objects differ from Custom Fields and Custom Values?
Custom Objects allow for more complex data management beyond Custom Fields and Values.

Q: Are there limitations to the number of Custom Fields or Custom Values I can create?
There is no strict limit, but managing them effectively is recommended.

Q: Can I use Custom Values within websites and funnels?
Yes, they can dynamically display consistent information across platforms.

Q: How do I organize Custom Values for better management?
Organize them into folders for easier management.

Q: Is it possible to bulk create or upload Custom Fields/Values?
Currently, bulk creation or uploading is not supported; they must be added individually.

Q: Can I edit or delete Standard Fields?
No, Standard Fields cannot be modified or deleted, but you can choose their usage in templates and workflows.