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.
Smart Salutation
When an email uses the {{first name}} merge field, Levitate checks each contact's first name against a database of known first names before sending. If the name is found, the email uses it. If the name isn't recognized, which is common for uncommon or unusual names, Levitate replaces the greeting with "Good morning," "Good afternoon," or "Good evening," depending on when the email is sent. Some contacts in a campaign can therefore receive a generic greeting while others receive their first name.
If a recipient's name is being replaced by a generic greeting and you'd like it to appear as written, contact Levitate Support. You can ask for specific names to be added to the known-names database, or ask for Smart Salutation to be turned off for your account so that {{first name}} always uses the first name on the contact record.
The Smart Salutation popover in the email composer, the template editor, and the campaign editor shows the greetings your account uses for contacts without a first name: one each for morning, afternoon, and evening. By default these are "Good morning," "Good afternoon," and "Good evening." Your account can also use custom greetings, such as "Aloha" or "Buenos días." To set up custom greetings, contact your customer success manager.
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.
The {{renewing policies}} and {{policies expiring}} merge fields show policies that will be renewing and/or expiring.
The {{renewing policies with address}} merge field shows the same list as {{renewing policies}}, with each policy's property address added after the policy number. For example: "Homeowners (policy #123, 525 N Mission Rd, Orlando, FL) with Travelers renews on November 3, 2026." An address includes the street, address line 2 (if there is one), city, and state, but no postal code. A policy that covers several properties shows its first address followed by "and N more." Auto, boat, motorcycle, and RV policies show no address.
When you compose a renewal email, insert the field by clicking Merge Fields in the editor toolbar, choosing Contact, then Policy/Carrier/Expiration/Address. That menu option appears only in renewal emails. In renewal templates and renewal automations, type {{renewing policies with address}} directly into the email.
- Property addresses come from HawkSoft and aren't available on every HawkSoft account yet. On accounts without them, the field shows the standard renewal list with no addresses. To check your account, contact Support@levitateapp.com.
- Templates that use this field can't be inserted from the Outlook Plugin's Templates card.
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 | {{meeting 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 |
| Cancel 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 Cancel Link can only be used when in reference to a specific meeting.
Sender's Link for a Meeting Type
If your account has Schedule a Meeting, the Meetings submenu of the merge fields bar lists Meeting Link followed by a Sender's link for meeting type section. That section lists the meeting types your account's users have published. Pick one to insert a merge field that, when the email is sent, becomes the sending user's own booking link for that meeting type.
Because the link follows the sender, one template or automation step can serve every advisor. For example, an automation step sent from the Contact Owner gives each client the booking link of their own advisor.
You can also type the field directly as {{meeting link: Meeting Name}}, replacing Meeting Name with the name of the meeting type. Levitate converts it to the same merge field. Names are matched without regard to capitalization, spacing, or punctuation, so "Client Review" and "client-review" refer to the same meeting type. The field also works as the URL of a hyperlink.
- If the sender doesn't have a meeting type with that name, the email uses the sender's meeting homepage link instead.
- The field works in the body of an email but not in the subject line.
- The existing Meeting Link item still inserts
{{meeting homepage link}}, the sender's meetings homepage.
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.
FAQs
Q: Is there a merge field that inserts my personal scheduling or booking link?
A: Yes. Levitate includes the {{meeting homepage link}} merge field, listed in the table above as "Meeting Link." When an email is sent, it resolves to the sender's personal meetings homepage — the page that displays all of that sender's published meeting types. Because the link is tied to the email sender, a shared template automatically inserts each advisor's own booking page when their emails go out, without any per-advisor customization needed. This field requires the Schedule a Meeting feature to be enabled on your account.
Q: Does the {{meeting homepage link}} merge field work in both plain-text emails and HTML newsletter emails?
A: Yes. The {{meeting homepage link}} field is available in both the HTML email composer and the plain-text email composer. You can insert it from the merge fields picker in either editor, or type {{meeting homepage link}} directly into your message. In plain-text emails the field resolves to the full URL; in HTML emails you can wrap it in a hyperlink or leave it as a bare URL.