Available with the following plans:
Copper merge fields offer several key benefits, particularly in streamlining and personalizing communication:
Personalization at scale: Merge fields allow you to insert personalized information, such as the recipient’s name, company, or specific details, into emails. This creates a personalized experience for the recipient without requiring manual customization for each message.
Dynamic content: Merge fields can dynamically include relevant content based on the recipient’s information in Copper. This reduces human error and increases your productivity.
Improved Engagement: Personalized communications are more likely to engage recipients. Merge fields increase the chances that the recipient will interact with your email, as the content feels more relevant and tailored to them.
Merge fields are a powerful tool in your communication strategy, enhancing efficiency and personalization.
This article will cover:
Which merge fields are available
You can add most Copper default and custom fields as merge fields in your emails and email templates. Merge fields will be organized by the Copper entity to which they are available.
You can search the merge field dropdown to easily find the field you're looking for.
These are the available merge fields:
Sender Merge Fields
These fields are displayed with green styling.
Full Name
First Name
Email
Phone
Company Name
Address
Booking Link
Lead Merge Fields
Your company must have Leads enabled to use lead merge fields.
These fields are displayed with pink styling.
First Name
Last Name
Full Name
Email
Phone
CompanyName
Title
Address
Value
Description
Contact Type
Owner
Plus, your custom fields
People Merge Fields
These fields are displayed with purple styling.
First Name
Last Name
Full Name
Email
Phone
CompanyName
Title
Address
Description
Contact Type
Owner
Plus, your custom fields
Many fields are available to both Leads and People. When inserting an email template, those fields display with Recipient merge field stylings (indigo). But don't worry, they populate correctly.
Company Merge Fields
These fields are displayed with light orange styling.
Contact Type
Owner
Plus, your custom fields
Pipeline Merge Fields
These fields are displayed with yellow styling.
You will see a ⚠ tooltip next to this category of merge fields letting you know that pipeline merge fields may not populate the way you expect unless the email is sent from within a pipeline. More information is provided in the section on how merge fields are populated.
Close Date
Owner
Value
Plus, your custom fields
Task fields are not available as merge fields.
Custom Merge Fields
For each entity category, you can also add your custom fields as merge fields in an email or email template.
Supported custom field types:
Currency
Date
Single select dropdown
Multi-select dropdown
Number
Percentage
Text Area
Text Field
URL
You cannot add system-calculated fields, Connect fields, or checkbox fields as merge fields.
💡 Tip
Customers on our Business plan can track clicks on custom URL merge fields.
Adding merge fields to emails
You can add merge fields to the Subject and Body of your emails in Copper.
In the email composer and bulk email composer of the web app, click the Merge Field Dropdown, as shown below.
Once you've added a merge field to an email, you can add backup text to ensure the email reads properly if the contact does not have a value for the field.
You can also add formatting to your merge field by selecting it and choosing from the formatting options in the toolbar at the bottom of the composer.
Adding merge fields to email templates
You can add merge fields to the Subject and Body of your email templates in Copper.
In the web app, navigate to Settings > Personal Preferences > Email Settings & Templates.
In the email template composer, click the Merge Field Dropdown, as shown below.
Similar to Workflow Automation, you cannot rename a field once it has been added to an email template.
Once you've added a merge field to an email template, you can add backup text to ensure the email reads properly if the contact does not have a value for the field.
You can also add formatting to your merge field by selecting it and choosing from the formatting options in the toolbar at the bottom of the composer.
Email templates with Pipeline merge fields cannot be used in Email Automations to Leads or People.
The email templates you create in the web app can be used everywhere you send emails from Copper: the web app, the mobile app, the Chrome Extension, and Email Automations.
How merge fields are populated
When adding a merge field to an email or inserting an email template with merge fields into an email in Copper, the recipient and sender data will populate the merge fields.
Sender merge fields are populated from the user profile. In the web app, click your avatar at the top of the expanded left-hand menu, as shown below.
This takes you to your user profile, where you can update the fields that will populate sender merge fields.
When there is no data for the recipient(s)
If there is no value for the merge field you've inserted into an email or email template, the field will appear with grey styling, and you will see no value in the tooltip on hover, as shown below.
If you have set backup text, it will be shown in the merge field while still retaining the grey styling, as shown below.
If you are using our Email Automations, be sure to set backup text for merge fields.
Have a question? Contact our Customer Success Team using the in-app chat 💬
Have a suggestion? Check out the Ideas board in our Community 👥