Email and Automation Merge Fields
Merge fields dynamically pull personalized data - such as a client's name, address, and/or related contact into emails.
Merge Fields are placeholders in Aidium that dynamically pull personalized data—such as a client’s name, loan amount, or application status—into emails both ad-hoc and within automations. When an email is sent, these fields automatically populate with specific information from the client’s record, creating a customized experience without requiring manual updates. This saves time and ensures consistency, allowing for more personalized, efficient, and scalable communication with clients.
- Contact Merge Fields
- Transaction Merge Fields
- Adding a merge field (opens in new window)
- Adding a merge field to an email subject (opens in new window)
Contact Merge Fields
Contact merge fields are available when sending a mass email through the contact list, an individual email from the contact details page, and a contact based automation.
Transactions Merge Fields
Transaction merge fields are only available in transaction based automations.