Merge Fields
You've probably seen the "first name" merge field when you create a new campaign in Levitate. Additionally you can select various merge fields using the merge fields bar when creating or editing an email:
Below is a table listing all of the merge fields supported by Levitate when you compose an email. You may also manually enter these merge fields into an email using double braces, as seen in the "Merge Field" column below. When you type one of the merge fields correctly into the email, you'll see a visual indicator that it's a supported merge field, similar to the way that the "first name" merge field looks in the screenshot above.
| Contact Property | Merge Field | Fallback (if field is empty) |
| First Name | {{first name}} | Smart Salutation |
| Last Name | {{last name}} | None |
| City | {{city}} | "your city" |
| State/Province | {{state}} | "your state" |
| Misc | {{bio}} or {{custom}} | None |
| Sender's First Name | {{sender first name}} | None |
| Sender's Full Name | {{sender name}} | None |
| Meeting Link | {{meeting homepage link}} | None |
| Policy/Carrier/Expiration | {{policies}} | None |
| Company Name | {{company name}} | None |
| Recipient Email Address | {{email address}} | None |
| All Active Insurance Policies | {{all policies}} | None |
| New Insurance Policies | {{new policies}} | None |
A word of caution: If you plan to use merge fields, make sure all of your contact records contain the field you plan to use. For the First Name field, Levitate uses our Smart Salutation functionality to fall back gracefully. But for the other merge fields, we will simply replace the field with whatever is in the contact record.
Policies
For companies in the Insurance Industry, the token {{policies}} will return the statement "Your 'policy' with 'carrier' expires on 'expiration date'." When the carrier information is not available, the statement will simply omit that portion: "Your 'policy' expires on 'expiration date'."
The {{all policies}} merge field will yield every active policy for a contact.
The {{new policies}} merge field will yield every policy with an effective date within the past 30 days.
Meeting Merge Fields
These are Merge Fields that are either meeting specific or able to be used in a meeting's calendar invitation notes.
|
Meeting Properties |
Merge Field |
Details |
|---|---|---|
| Meeting Day | {{Meeting Day}} | Day of the week |
| Meeting Date | {{Meeting Date}} | MM-DD-YYYY |
| Meeting Time | {{Meeting Time}} | Time of the meeting |
| Time Zone | {{Time Zone}} | EST, CST, PST, et. al. |
| Virtual Meeting Link | {{Virtual Meeting Link}} | Link to join online if provided |
| Meeting Location | {{Meeting Location}} | Location of meeting– can be an address, a phone number, or a link |
| Reschedule Link | {{Reschedule Link}} | Allows meeting to be rescheduled |
| Cancellation Link | {{Meeting Cancel Link}} | Cancels meeting |
| Meeting Homepage Link | {{Meeting Homepage Link}} | Shows all meeting types for user |
Merge fields like Meeting Location, Reschedule Link, and Cancellation Link can only be used when in reference to a specific meeting.
Custom Merge Field
The "Misc" field in the contact profile is a great way to capture a custom merge field. For example, a realtor may want to call out a recipient's County in a campaign. They simply add the county in the "Misc" field of the contact profile and use {{custom}} in the body of the campaign!
Another merge field not related to contact property is the Unsubscribe link. Though Levitate has some automated Unsubscribe features built-in with the signature, if you want a physical link the viewer can click to unsubscribe, simply put {{unsubscribe link}} to unsubscribe, that will turn into click here to unsubscribe.
We have a merge field for Donation summary by timeline or by donation— read more about it here. It only works when prompted through the Donation Board as illustrated in the full article.