Merge fields let you personalize messages and documents by automatically inserting saved details — like a parent's name, staff member's email, tour times, or invoice totals. When a message sends or a document is created, each merge field is replaced with the real value for that specific family or record.

Use merge fields in emails, text messages, invoices, automations, and enrollment pages to keep your communication consistent and accurate.

Pro Tip: Phone fields shown in "raw" format remove spaces, parentheses, and dashes. This is helpful when using phone numbers in links, tracking parameters, or international formats.

Table of Contents

Parent/Family Merge Fields

These fields pull information saved on the parent or family record. Use them for greetings, tour confirmations, and personalized follow-ups.

[SCREENSHOT: Show the contact/parent record page in Enrollio with key fields visible: name, email, phone, address]
Name Merge Field Example
Full name {{contact.name}} Jane Smith
First name {{contact.first_name}} Jane
Last name {{contact.last_name}} Smith
Email {{contact.email}} jane@smith.com
Phone {{contact.phone}} (515) 555-2345
Phone (raw format) {{contact.phone_raw}} +15155552345
Company name {{contact.company_name}} Smith Family Daycare
Full address {{contact.full_address}} 1234 W. Main St, Chicago, IL 60657
Address line 1 {{contact.address1}} 1234 W. Main St
City {{contact.city}} Chicago
State/Region {{contact.state}} Illinois
Postal code {{contact.postal_code}} 60657
Time zone {{contact.timezone}} GMT-06:00 America/Chicago
Date of birth {{contact.date_of_birth}} Jan 3, 1980
Source {{contact.source}} Referral
Website {{contact.website}} www.example.com
Family ID {{contact.id}} FZDn5mYlkZuCCQe5Bep8

Staff User Merge Fields

These fields pull information about the staff member assigned to an activity, conversation, or tour. Perfect for email signatures and booking links.

[SCREENSHOT: Show user/staff profile with contact details and calendar booking link]
Name Merge Field Example
Full name {{user.name}} John Doe
First name {{user.first_name}} John
Last name {{user.last_name}} Doe
Email {{user.email}} john@doe.com
Phone {{user.phone}} (333) 555-9876
Phone (raw format) {{user.phone_raw}} +13335559876
Email signature {{user.email_signature}} John Doe
john@doe.com
(333) 555-9876
Booking link {{user.calendar_link}} https://booking.example.com/schedule/john-doe
Tour user phone (raw) {{appointment.user.phone_raw}} +13335559876
External calling number {{user.call_provider_phone_number}} (234) 555-9876
External calling number (raw) {{user.call_provider_phone_number_raw}} +12345559876
Note: Some accounts may show different field names for "external calling number" depending on your setup. Use the merge field picker in your editor to find the exact field available in your account.

Tour/Appointment Merge Fields

These fields pull details from tour and appointment records. Use them in confirmations, reminders, and reschedule messages.

[SCREENSHOT: Show appointment/tour details page with start time, location, assigned staff, and action links]
Name Merge Field Example
Title {{appointment.title}} Tour with the Miller Family
Start date/time {{appointment.start_time}} Wed, Nov 5, 2025 3:30 PM
Start date only {{appointment.only_start_date}} Nov 5, 2025
Start time only {{appointment.only_start_time}} 3:30 PM
End date/time {{appointment.end_time}} Wed, Nov 5, 2025 4:00 PM
End date only {{appointment.only_end_date}} Nov 5, 2025
End time only {{appointment.only_end_time}} 4:00 PM
Day of week {{appointment.day_of_week}} Monday
Month number {{appointment.month}} 11
Time zone {{appointment.timezone}} CST
Cancellation link {{appointment.cancellation_link}} https://booking.example.com/cancel?event_id=123
Reschedule link {{appointment.reschedule_link}} https://booking.example.com/reschedule?event_id=123
Meeting location {{appointment.meeting_location}} 123 W Main St, Chicago, IL 60657
Notes {{appointment.notes}} This family is interested in infant care.
Add to calendar link {{appointment.add_to_calendar}} https://booking.example.com/add-to-calendar?event_id=123
Google Calendar link {{appointment.add_to_google_calendar}} https://booking.example.com/google/calendar/add-event/calendarid
iCal/ICS link {{appointment.add_to_ical}} https://booking.example.com/get-ics?event_id=123
Recurring repeats {{appointment.recurring.repeats}} 0
Recurring times to repeat {{appointment.recurring.times_to_repeat}} 1
Assigned staff name {{appointment.user.name}} John Doe
Assigned staff email {{appointment.user.email}} john@doe.com
Assigned staff phone {{appointment.user.phone}} (333) 555-9876
Assigned staff phone (raw) {{appointment.user.phone_raw}} +13335559876
Assigned staff signature {{appointment.user.email_signature}} John Doe
john@doe.com

Calendar Merge Fields

These fields pull details from the calendar associated with the tour or event.

Name Merge Field Example
Calendar name {{calendar.name}} Tour Calendar

Message Merge Fields

These fields are useful when referencing the content of a message inside an automation or follow-up sequence.

Name Merge Field Example
Message body {{message.body}} Hi, just a quick reminder about your tour tomorrow morning.
Message subject {{message.subject}} Tour Reminder

Account Merge Fields

These fields pull your childcare center's details — perfect for branding, receipts, and email footers.

[SCREENSHOT: Show account/location settings page with business name, logo, address, and contact info]
Name Merge Field Example
Account name {{location.name}} Bright Beginnings Learning Center
Full address {{location.full_address}} 555 Oak St, Tampa, FL 33602
Address line 1 {{location.address}} 555 Oak St
City {{location.city}} Tampa
State/Region {{location.state}} Florida
Country {{location.country}} US
Postal code {{location.postal_code}} 33602
Email {{location.email}} info@brightbeginnings.com
Phone {{location.phone}} (333) 555-3344
Phone (raw format) {{location.phone_raw}} +13335553344
Website {{location.website}} mywebsiteurl.com
Logo URL {{location.logo_url}} https://files.example.com/logo.png
Owner first name {{location_owner.first_name}} Lisa
Owner last name {{location_owner.last_name}} White
Owner email {{location_owner.email}} lisa@white.com
Account ID {{location.id}} DP4mTqaz7L9XpweFvRjC

Right Now Merge Fields

These fields insert the current time values at the moment the message is generated — useful for dynamic date stamps.

Name Merge Field Example
Second {{right_now.second}} 9
Minute {{right_now.minute}} 10
Hour (24h) {{right_now.hour}} 14
Hour (AM/PM) {{right_now.hour_ampm}} 2
AM/PM {{right_now.ampm}} PM
Day of week {{right_now.day_of_week}} Tuesday
Month name {{right_now.month_name}} November
Day {{right_now.day}} 4
Month (number) {{right_now.month}} 11
Year {{right_now.year}} 2025
Date (MM/DD/YYYY) {{right_now.middle_endian_date}} 11/4/2025
Date (DD/MM/YYYY) {{right_now.little_endian_date}} 4/11/2025

Attribution Merge Fields

These fields support tracking details tied to a family's first and most recent source. Values typically come from tracking parameters included in links (like UTM codes).

First Attribution

Name Merge Field Example
Session source {{contact.attributionSource.sessionSource}} Referral
Landing URL {{contact.attributionSource.url}} https://example.com/form?utm_source=ad

Latest Attribution

Use the same format as first attribution but replace attributionSource with latestAttributionSource.

Invoice Merge Fields

These fields are used in invoices, receipts, and payment confirmations.

Company Details

Name Merge Field Example
Company name {{invoice.company.name}} Bright Beginnings Learning Center
Company email {{invoice.company.email}} info@brightbeginnings.com
Company phone {{invoice.company.phone}} (333) 555-3344
Company address {{invoice.company.address}} 555 Oak St, Tampa, FL 33602

Customer Details

Name Merge Field Example
Customer name {{invoice.customer.name}} Jane Smith
Customer email {{invoice.customer.email}} jane@smith.com
Customer phone {{invoice.customer.phone}} (515) 555-2345
Customer address {{invoice.customer.address}} 1234 W. Main St, Chicago, IL 60657

Sender Details

Name Merge Field Example
Sender name {{invoice.sender.name}} John Doe
Sender email {{invoice.sender.email}} john@doe.com

Card Information

Name Merge Field Example
Card brand {{invoice.card.brand}} Visa
Last 4 digits {{invoice.card.last4}} 1234

Default or Fallback Values for Empty Fields

You can specify a default value to use if a merge field is empty. This prevents blank spots in your messages.

Format: {{merge_field || "Fallback text"}}

Example:
{{contact.first_name || "there"}} will display the first name if available, or "there" if not.

Pro Tip: Always set fallback values for greetings to keep your messages friendly even when data is incomplete.

Frequently Asked Questions

Where do I find merge fields in Enrollio?

Click the merge field icon in any email or text message editor. You'll see a dropdown list of all available fields for that context.

[SCREENSHOT: Show the merge field picker dropdown in an email or message composer]

Can I use merge fields in automations?

Yes! Merge fields work in all automation steps — emails, text messages, and even dynamic content blocks.

What happens if a merge field is empty?

If a field has no value, it will display as blank unless you set a fallback value using the || format.

Do merge fields work in invoices?

Yes. Invoice-specific merge fields are available when creating invoice templates. These include company, customer, and payment card details.

Need Help?

If you're not seeing a merge field you need or have questions about formatting, contact the Enrollio support team — we're here to help.