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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

Contact merge fields can be used when sending a mass email from the contact list, an individual email from the contact details page, or in a contact-based automation. They can also be used in SMS messages. 

⚠️ Note: Contact merge fields cannot be used where transactions merge fields are available, and vice versa. If you need to use this data across both, the best approach is to create a custom field. The data can then be added manually or imported via upload.

Transactions Merge Fields

Transaction merge fields are only available in transaction based automations.

Custom fields are automatically treated as merge fields, so you can use them in emails, SMS, or automations just like standard contact or transaction merge fields. They do not appear in the standard lists because they are created by you

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