You'll use Merge Tags while creating Flows and customizing templates such as the email footer.

Merge Tags are automatically replaced with dynamic information based on the client the message is sent to.

[ClientName] becomes Stacy Rogers
[ClientPhone] becomes 407-321-5555
[ClientEmail] becomes [email protected]
[EventDateTime] becomes June 30, 2018 02:45 PM*
[EventDate] becomes June 30, 2018*
[EventTime] becomes 02:45 PM*
[Location] becomes Central County Court 1 Central Court Ave, Metro City 12345
[LocationName] becomes Central County Court
[LocationLink] becomes a Google Maps link to the location.
[PortalLink] becomes a personalized link to the client portal.


  • Output is based on the formats chosen in Settings.
  • Event Merge Tags such as [EventDate] won't work on any template fields in Settings
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