Custom values (also called merge fields) are dynamic tokens you insert into emails, SMS, and other content. When the message is sent, CapBloom replaces each token with the actual data from that contact's record.


How to Use Them

In any email template, type {{ to trigger the merge field selector. Or type the full token directly.

Example: Hi {{contact.first_name}}, becomes Hi Sarah, for a contact named Sarah.


Full Merge Field Reference

Contact Fields

Field Token
Full Name {{contact.name}}
First Name {{contact.first_name}}
Last Name {{contact.last_name}}
Email {{contact.email}}
Phone {{contact.phone}}
Company Name {{contact.company_name}}
Full Address {{contact.full_address}}
City {{contact.city}}
State {{contact.state}}
Website {{contact.website}}

User (Your) Fields

Field Token
Full Name {{user.name}}
First Name {{user.first_name}}
Email {{user.email}}
Phone {{user.phone}}
Email Signature {{user.email_signature}}
Calendar Link {{user.calendar_link}}

Appointment Fields

Field Token
Start Date + Time {{appointment.start_time}}
Start Date Only {{appointment.only_start_date}}
Start Time Only {{appointment.only_start_time}}
Timezone {{appointment.timezone}}
Cancel Link {{appointment.cancellation_link}}
Reschedule Link {{appointment.reschedule_link}}
Add to Google Cal {{appointment.add_to_google_calendar}}

Account Fields

Field Token
Account Name {{location.name}}
Account Email {{location.email}}
Account Phone {{location.phone}}
Account Website {{location.website}}
Logo URL {{location.logo_url}}

Date/Time (Right Now)

Field Token
Day of Week {{right_now.day_of_week}}
Month (Word) {{right_now.month_english}}
Year {{right_now.year}}
Date (MM/DD/YY) {{right_now.middle_endian_date}}

💡 Tip: Always send a test email to yourself before sending a campaign to confirm all tokens resolve correctly.