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Standard Merge Field Shortcodes

Instead of typing a person’s name, appointment time, account phone number, invoice total, or booking details manually, you can insert a merge field. When the message sends or the document is generated, Kyrios replaces the merge field with the matching value from the related contact, user, account, appointment, invoice, or booking record.

For example, a message that says:

Hi {{contact.first_name}}, your appointment is scheduled for {{appointment.start_time}}.

may send as:

Hi Taylor, your appointment is scheduled for Wed, Nov 5, 2025 3:30 PM.

Merge fields help keep your communication consistent, accurate, and easier to manage across Kyrios.

When to Use Merge Fields

Use merge fields when you want Kyrios to automatically insert saved information into a message, page, document, invoice, or workflow.

Common uses include:

  • Greeting a contact by first name

  • Adding appointment dates and times to confirmation messages

  • Inserting account details into standard templates

  • Adding assigned user contact information

  • Including invoice totals or payment links

  • Personalizing follow-up messages

  • Referencing service booking details

  • Tracking attribution details from lead sources

How Merge Fields Work

Each merge field uses a shortcode wrapped in double curly brackets.

Example: {{contact.first_name}}

When the message or document is created, Kyrios looks for the matching saved value and replaces the shortcode with that information.

If the field has a saved value, the value appears in the final message. If the field is empty, the merge field may appear as a blank space unless a fallback value is used.

Where Merge Fields Can Be Used

Merge fields may be available in several areas of Kyrios, depending on the tool, record type, and context.

They are commonly used in:

  • Emails

  • SMS messages

  • Workflow messages

  • Campaigns

  • Appointment confirmations

  • Calendar reminders

  • Invoices

  • Receipts

  • Documents

  • Forms

  • Funnels

  • Service booking messages

  • Course-related messages

Available merge fields can vary based on the feature you are using. For the most accurate option, use the merge field picker inside the editor whenever possible.

Important Note About Context

Merge fields only work when Kyrios has access to the record connected to that field.

For example:

  • Contact fields need a contact record.

  • Appointment fields need an appointment record.

  • Invoice fields need an invoice record.

  • Service booking fields need a service booking record.

  • User fields need an assigned or sending user.

If a merge field does not populate, the message may not have been sent from the correct context, or the related record may not contain that information.

Note About Raw Phone Format

Some phone merge fields include a raw format option. Raw phone fields remove spaces, parentheses, and dashes.

Example:

Standard phone format: (512) 555-0148

Raw phone format: +15125550148

Raw phone format is helpful when using phone numbers in links, tracking parameters, integrations, or international formats.

Merge Field Shortcode List

Use the tables below to find standard merge field shortcodes by category.

Contact Merge Fields

Name

Merge Field

Example

Full name

{{contact.name}}

Taylor Morgan

First name

{{contact.first_name}}

Taylor

Last name

{{contact.last_name}}

Morgan

Email

{{contact.email}}

[email protected]

Phone

{{contact.phone}}

(512) 555-0148

Phone (raw format)

{{contact.phone_raw}}

+15125550148

Company name

{{contact.company_name}}

Morgan Home Services

Full address

{{contact.full_address}}

1842 Cedar Bend Dr, Austin, TX 78704

Address line 1

{{contact.address1}}

1842 Cedar Bend Dr

City

{{contact.city}}

Austin

State/Region

{{contact.state}}

Texas

Postal code

{{contact.postal_code}}

78704

Time zone

{{contact.timezone}}

GMT-06:00 America/Chicago

Date of birth

{{contact.date_of_birth}}

Feb 14, 1985

Source

{{contact.source}}

Website form

Website

{{contact.website}}

www.example.com

Contact ID

{{contact.id}}

C8mR4pLq92TnX7VbK3sA

User Merge Fields

Name

Merge Field

Example

Full name

{{user.name}}

Jordan Lee

First name

{{user.first_name}}

Jordan

Last name

{{user.last_name}}

Lee

Email

{{user.email}}

[email protected]

Phone

{{user.phone}}

(512) 555-0199

Phone (raw format)

{{user.phone_raw}}

+15125550199

Email signature

{{user.email_signature}}

Jordan Lee[email protected](512) 555-0199

Booking link

{{user.calendar_link}}

https://example.com/book/jordan-lee

Appointment user phone (raw)

{{appointment.user.phone_raw}}

+15125550199

External calling number

{{user.call_provider_phone_number}}

(512) 555-0167

External calling number (raw)

{{user.call_provider_phone_number_raw}}

+15125550167

Appointment Merge Fields

Name

Merge Field

Example

Title

{{appointment.title}}

Consultation with Taylor

Start date/time

{{appointment.start_time}}

Wed, Nov 5, 2025 3:30 PM

Start date only

{{appointment.only_start_date}}

Nov 5, 2025

Start time only

{{appointment.only_start_time}}

3:30 PM

End date/time

{{appointment.end_time}}

Wed, Nov 5, 2025 4:00 PM

End date only

{{appointment.only_end_date}}

Nov 5, 2025

End time only

{{appointment.only_end_time}}

4:00 PM

Day of week

{{appointment.day_of_week}}

Wednesday

Month number

{{appointment.month}}

11

Time zone

{{appointment.timezone}}

CST

Cancellation link

{{appointment.cancellation_link}}

https://example.com/cancel?event_id=123

Reschedule link

{{appointment.reschedule_link}}

https://example.com/reschedule?event_id=123

Meeting location

{{appointment.meeting_location}}

1842 Cedar Bend Dr, Austin, TX 78704

Notes

{{appointment.notes}}

Please bring the project estimate.

Add to calendar link

{{appointment.add_to_calendar}}

https://example.com/add-to-calendar?event_id=123

Google Calendar link

{{appointment.add_to_google_calendar}}

https://example.com/google/calendar/add-event/calendarid

iCal/ICS link

{{appointment.add_to_ical}}

https://example.com/get-ics?event_id=123

Recurring repeats

{{appointment.recurring.repeats}}

0

Recurring times to repeat

{{appointment.recurring.times_to_repeat}}

1

Assigned user name

{{appointment.user.name}}

Jordan Lee

Assigned user email

{{appointment.user.email}}

[email protected]

Assigned user phone

{{appointment.user.phone}}

(512) 555-0199

Assigned user phone (raw)

{{appointment.user.phone_raw}}

+15125550199

Assigned user signature

{{appointment.user.email_signature}}

Jordan Lee[email protected](512) 555-0199

Calendar Merge Fields

Name

Merge Field

Example

Calendar name

{{calendar.name}}

Service Consultation Calendar

Campaign Merge Fields

Name

Merge Field

Example

Event date/time

{{campaign.event_date_time}}

Nov 5, 2025 3:30 PM

Event date

{{campaign.event_date}}

Nov 5, 2025

Event time

{{campaign.event_time}}

3:30 PM

Message Merge Fields

Name

Merge Field

Example

Message body

{{message.body}}

Hi Taylor, this is a reminder about your consultation tomorrow.

Message subject

{{message.subject}}

Consultation Reminder

Account Merge Fields

Name

Merge Field

Example

Account name

{{location.name}}

Brightside Home Services

Full address

{{location.full_address}}

2400 Lakeview Rd, Austin, TX 78703

Address line 1

{{location.address}}

2400 Lakeview Rd

City

{{location.city}}

Austin

State/Region

{{location.state}}

Texas

Country

{{location.country}}

US

Postal code

{{location.postal_code}}

78703

Email

{{location.email}}

[email protected]

Phone

{{location.phone}}

(512) 555-0123

Phone (raw format)

{{location.phone_raw}}

+15125550123

Website

{{location.website}}

www.example.com

Logo URL

{{location.logo_url}}

https://example.com/assets/logo.png

Owner first name

{{location_owner.first_name}}

Riley

Owner last name

{{location_owner.last_name}}

Carter

Owner email

{{location_owner.email}}

[email protected]

Account ID

{{location.id}}

L9xP2rQm74VnB6ZdT8kH

Right Now Merge Fields

Name

Merge Field

Example

Second

{{right_now.second}}

9

Minute

{{right_now.minute}}

10

Hour (24h)

{{right_now.hour}}

14

Hour (AM/PM)

{{right_now.hour_ampm}}

2

AM/PM

{{right_now.ampm}}

PM

Day of week

{{right_now.day_of_week}}

Tuesday

Month name

{{right_now.month_name}}

November

Day

{{right_now.day}}

4

Month (number)

{{right_now.month}}

11

Year

{{right_now.year}}

2025

Date (MM/DD/YYYY)

{{right_now.middle_endian_date}}

11/04/2025

Date (DD/MM/YYYY)

{{right_now.little_endian_date}}

04/11/2025

First Attribution Merge Fields

Name

Merge Field

Example

Session source

{{contact.attributionSource.sessionSource}}

Direct traffic

Landing URL

{{contact.attributionSource.url}}

https://example.com/contact?utm_source=newsletter

Campaign

{{contact.attributionSource.campaign}}

spring_service_campaign

UTM source

{{contact.attributionSource.utmSource}}

newsletter

UTM medium

{{contact.attributionSource.utmMedium}}

email

UTM content

{{contact.attributionSource.utmContent}}

service_cta

Referrer

{{contact.attributionSource.referrer}}

https://partner.example.com

Campaign ID

{{contact.attributionSource.campaignId}}

48290173561028492

Ad click ID

{{contact.attributionSource.clickId}}

CLICK123ABC

UTM keyword

{{contact.attributionSource.utmKeyword}}

home_service_quote

UTM match type

{{contact.attributionSource.utmMatchType}}

phrase

Ad group ID

{{contact.attributionSource.adGroupId}}

735190

Ad ID

{{contact.attributionSource.adId}}

86420

Latest Attribution Merge Fields

Name

Merge Field

Example

Session source

{{contact.lastAttributionSource.sessionSource}}

Referral

Landing URL

{{contact.lastAttributionSource.url}}

https://example.com/schedule?utm_source=partner

Campaign

{{contact.lastAttributionSource.campaign}}

fall_maintenance_campaign

UTM source

{{contact.lastAttributionSource.utmSource}}

partner

UTM medium

{{contact.lastAttributionSource.utmMedium}}

referral

UTM content

{{contact.lastAttributionSource.utmContent}}

booking_button

Referrer

{{contact.lastAttributionSource.referrer}}

https://directory.example.com

Campaign ID

{{contact.lastAttributionSource.campaignId}}

59281746038291573

Ad click ID

{{contact.lastAttributionSource.clickId}}

CLICK789XYZ

UTM campaign

{{contact.lastAttributionSource.utmCampaign}}

fall_checkup

UTM keyword

{{contact.lastAttributionSource.utmKeyword}}

maintenance_plan

UTM match type

{{contact.lastAttributionSource.utmMatchType}}

broad

Ad group ID

{{contact.lastAttributionSource.adGroupId}}

246810

Ad ID

{{contact.lastAttributionSource.adId}}

97531

Invoice Merge Fields

Name

Merge Field

Example

Invoice name

{{invoice.name}}

Service Visit

Invoice number

{{invoice.number}}

10482

Issue date

{{invoice.issue_date}}

2025-04-05

Due date

{{invoice.due_date}}

2025-04-19

Subtotal

{{invoice.sub_total}}

$500.00

Discount amount

{{invoice.discount_amount}}

$50.00

Tax amount

{{invoice.tax_amount}}

$25.00

Total amount

{{invoice.total_amount}}

$475.00

Invoice title

{{invoice.title}}

Service Visit Invoice

Invoice link

{{invoice.url}}

https://example.com/invoice/abc123

Invoice Company Details

Name

Merge Field

Example

Company name

{{invoice.company.name}}

Brightside Home Services

Company phone

{{invoice.company.phone}}

(512) 555-0123

Company address

{{invoice.company.address}}

2400 Lakeview Rd

Company city

{{invoice.company.city}}

Austin

Company state

{{invoice.company.state}}

Texas

Company country

{{invoice.company.country}}

US

Company website

{{invoice.company.website}}

www.example.com

Company logo URL

{{invoice.company.logo}}

https://example.com/assets/logo.png

Invoice Customer Details

Name

Merge Field

Example

Customer name

{{invoice.customer.name}}

Taylor Morgan

Customer first name

{{invoice.customer.first_name}}

Taylor

Customer last name

{{invoice.customer.last_name}}

Morgan

Customer phone

{{invoice.customer.phone}}

(512) 555-0148

Customer email

{{invoice.customer.email}}

[email protected]

Customer company

{{invoice.customer.company}}

Morgan Home Services

Customer address

{{invoice.customer.address}}

1842 Cedar Bend Dr

Customer city

{{invoice.customer.city}}

Austin

Customer state

{{invoice.customer.state}}

Texas

Customer postal code

{{invoice.customer.postal_code}}

78704

Invoice Sender Details

Name

Merge Field

Example

Sender name

{{invoice.sender.name}}

Jordan Lee

Sender email

{{invoice.sender.email}}

[email protected]

Invoice Card Information

Name

Merge Field

Example

Card brand

{{invoice.card.brand}}

Visa

Card last 4

{{invoice.card.last4}}

1234

Course Merge Fields

Name

Merge Field

Example

Category title

{{courses.categoryTitle}}

Getting Started

Product title

{{courses.productTitle}}

Home Service Basics

Post title

{{courses.postTitle}}

Preparing for Your First Service Call

Service Booking Merge Fields

Name

Merge Field

Example

Title

{{servicebooking.title}}

Maintenance Consultation

Start time

{{servicebooking.start_time}}

3:30 PM

End time

{{servicebooking.end_time}}

4:30 PM

Start date

{{servicebooking.start_date}}

March 6, 2026

End date

{{servicebooking.only_end_date}}

March 6, 2026

End time only

{{servicebooking.only_end_time}}

4:30 PM

Day of week

{{servicebooking.day_of_week}}

Friday

Month (number)

{{servicebooking.month}}

3

Month name

{{servicebooking.month_name}}

March

Time zone

{{servicebooking.timezone}}

CST

Total price

{{servicebooking.total_price}}

$125

Meeting location

{{servicebooking.meeting_location}}

2400 Lakeview Rd, Austin, TX 78703

Meeting location name

{{servicebooking.meeting_location_name}}

Consultation Room 2

Reschedule link

{{servicebooking.reschedule_link}}

https://example.com/reschedule?booking_id=123

Cancellation link

{{servicebooking.cancellation_link}}

https://example.com/cancel?booking_id=123

Service Line Items and Assigned User

Name

Merge Field

Example

Service name

{{this.name}}

Maintenance Plan Review

Service price

{{this.price}}

$125

Service duration

{{this.duration}}

45 mins

Service start date

{{this.only_start_date}}

March 6, 2026

Service start time

{{this.only_start_time}}

3:30 PM

Service time zone

{{this.timezone}}

GMT-06:00 America/Chicago

Addon name

{{this.addonName}}

Priority Scheduling

Addon price

{{this.addonPrice}}

$25

Addon duration

{{this.addonDuration}}

15 mins

Addon quantity

{{this.addonQuantity}}

1

Assigned user name

{{this.user.name}}

Jordan Lee

Assigned user email

{{this.user.email}}

[email protected]

Assigned user phone

{{this.user.phone}}

(512) 555-0199

Assigned user phone (raw)

{{this.user.phone_raw}}

+15125550199

Assigned user signature

{{this.user.email_signature}}

Jordan Lee[email protected](512) 555-0199

Default or Fallback Values for Empty Fields

Some merge fields may be blank if the saved data is missing from the related record.

For example, if a contact does not have a first name saved, this message: Hi {{contact.first_name}},

may display as: Hi ,

Fallback values help prevent awkward blank spaces by giving Kyrios an alternate value to use when the original field is empty.

For example, a fallback could allow the message to say: Hi there, instead of leaving the name blank.

Fallback values can usually be set by selecting the merge field inside the editor and adding the fallback value where available.

Best Practices for Using Merge Fields

Before sending a message or publishing a template, check that the merge fields fit the context.

Use these best practices:

  • Use the merge field picker when possible instead of typing shortcodes manually.

  • Preview or test messages before sending them to real contacts.

  • Use fallback values for important fields like first name.

  • Avoid placing required meaning inside a field that may be empty.

  • Keep sentence structure natural if a field does not populate.

  • Use raw phone fields only when the phone number needs to be passed into a link, parameter, or technical format.

  • Check that appointment, invoice, booking, or course fields are only used where those records exist.

Example of a Good Merge Field Message

This message uses contact, appointment, user, and account merge fields:

Hi {{contact.first_name}}, this is a reminder that your appointment with {{user.name}} is scheduled for {{appointment.start_time}}. If you need help, you can contact us at {{location.phone}}.

When sent, Kyrios replaces each merge field with the correct saved value.

What to Check If a Merge Field Does Not Populate

If a merge field does not show the expected value, check the following:

  1. Make sure the related record contains the information.

  2. Confirm the message is being sent from the correct context.

  3. Check that the merge field was inserted correctly.

  4. Use the merge field picker to confirm the shortcode is available.

  5. Test the message using a record that has the needed information saved.

For example, an invoice merge field will not populate correctly if the message is not connected to an invoice. An appointment merge field needs an appointment record. A contact field needs a contact record.

Frequently Asked Questions

What happens if a merge field has no value?

If the related field is empty, the merge field may be replaced with a blank space. This can make a message look unfinished. Use fallback values where available to keep the message readable.

What is the difference between a standard phone field and a raw phone field?

A standard phone field is formatted for people to read. A raw phone field removes spaces, parentheses, and dashes so it can be used in links, tracking parameters, integrations, or international formats.

Can I use merge fields in automated workflows?

Yes. Merge fields are often used in workflow emails, SMS messages, reminders, internal notifications, and follow-up sequences.

Can merge fields be used in invoices and payment messages?

Yes. Invoice merge fields can insert invoice numbers, issue dates, due dates, totals, customer details, sender details, and invoice links when the message is connected to an invoice.

Why do I see different merge fields than another account?

Available merge fields may vary based on your account setup, enabled tools, integrations, and the type of editor or record you are using.

How do I avoid blank greetings?

Use a fallback value when available. You can also write your greeting in a way that still reads naturally if the first name is missing.

For example: Hi there,

is safer than:

Hi {{contact.first_name}},

when the first name may not always be saved.

Need Help?

If merge fields are not populating as expected, first confirm that the related record contains the information you want to insert.

Then check that the message, workflow, invoice, appointment, or booking is using the right context.

If you still need help, use the in-app support options available in your account. Include the merge field shortcode, where you are using it, and an example of the output you are seeing.

Related Articles
List of Custom Values in Kyrios
Bulk Actions: Merge Multiple Contacts
Manage Payments When Merging Contacts
Duplicate Contact Management and Merge Tool
Merge Fields and Custom Variables in Kyrios
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