{"id":4077,"date":"2026-05-29T19:53:17","date_gmt":"2026-05-29T19:53:17","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4077"},"modified":"2026-05-29T19:53:17","modified_gmt":"2026-05-29T19:53:17","slug":"email-template-merge-tag","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/email-template-merge-tag\/","title":{"rendered":"Email Template Merge Tag"},"content":{"rendered":"<style>\n.gt-body { font-family:'Poppins',sans-serif; color:#111; line-height:1.75; }\n.gt-def { border-left:4px solid #E8650A; padding:16px 20px; background:#fff8f4; border-radius:0 8px 8px 0; margin:0 0 32px; font-size:1.05rem; }\n.gt-section { margin:0 0 36px; }\n.gt-section h2 { font-family:'Fraunces',serif; color:#0A1628; font-size:1.5rem; margin:0 0 12px; }\n.gt-section p { margin:0 0 12px; }\n.gt-example-box { background:#f0f4ff; border-radius:10px; padding:20px 24px; margin:0 0 32px; }\n.gt-example-box strong { color:#2563EB; }\n.gt-related-pills { display:flex; flex-wrap:wrap; gap:10px; margin:0 0 32px; }\n.gt-related-pill { background:#f7f4ef; border:1px solid #ddd8cf; border-radius:20px; padding:6px 16px; font-size:0.875rem; color:#0A1628; text-decoration:none; transition:all .2s; }\n.gt-related-pill:hover { background:#0A1628; color:#fff; border-color:#0A1628; }\n.gt-faq-item { border:1px solid #ddd8cf; border-radius:10px; padding:16px 20px; margin:0 0 12px; }\n.gt-faq-item h3 { font-size:1rem; color:#0A1628; margin:0 0 8px; }\n.gt-faq-item p { margin:0; font-size:0.9rem; color:#444; }\n<\/style>\n<div class=\"gt-body\">\n<div class=\"gt-def\">An Email Template Merge Tag in Zoho CRM is a placeholder in an email template that is dynamically replaced with the actual field value from the CRM record when the email is sent. Merge tags allow a single template to produce personalised emails for every recipient without manual editing.<\/div>\n<div class=\"gt-section\">\n<h2>Merge Tag Syntax<\/h2>\n<p>Merge tags follow the pattern <code>$module.Field_Name<\/code>. For a Leads module template, the sender&#8217;s first name would be <code>$leads.First_Name<\/code> and the company would be <code>$leads.Company<\/code>. For a Deals template, the deal name would be <code>$deals.Deal_Name<\/code>. Custom fields follow the same pattern using the field&#8217;s API name.<\/p>\n<p>Special merge tags include <code>$org.Organization_Name<\/code> for the CRM organisation name, <code>$user.Full_Name<\/code> for the sending user&#8217;s name, and <code>$user.Signature<\/code> for the email signature set in user preferences.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Industry Example<\/h2>\n<div class=\"gt-example-box\"><strong>B2B Sales:<\/strong> A Zoho CRM email template for a discovery call confirmation uses merge tags: &#8220;Hi $leads.First_Name, Thank you for your interest in Zoho CRM. I have scheduled a discovery call for $activities.Activity_Date at $activities.Activity_Time. Looking forward to speaking with you. Regards, $user.Full_Name, $user.Title&#8221;. Every rep using this template sends a correctly personalised confirmation in one click.<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Related Terms<\/h2>\n<div class=\"gt-related-pills\"><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/email-template\/\" class=\"sp-content-link gt-related-pill\">Email Template<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/email-notification-workflow-action\/\" class=\"sp-content-link gt-related-pill\">Email Notification (Workflow Action)<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/cadence-step\/\" class=\"sp-content-link gt-related-pill\">Cadence Step<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/custom-field\/\" class=\"sp-content-link gt-related-pill\">Custom Field<\/a>\n<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Frequently Asked Questions<\/h2>\n<div class=\"gt-faq-item\">\n<h3>What is an Email Template Merge Tag in Zoho CRM?<\/h3>\n<p>A Merge Tag is a placeholder in an email template that is replaced with a real field value from the CRM record when the email is sent. For example, $leads.First_Name is replaced with &#8216;Rahul&#8217; when sending to a lead named Rahul, personalising the email automatically.<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>An Email Template Merge Tag in Zoho CRM is a placeholder in an email template that is dynamically replaced with the actual\u2026<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Email Template Merge Tag | Zoho CRM Glossary","seo_description":"An Email Template Merge Tag in Zoho CRM is a placeholder in an email template that is dynamically replaced with the actual field value from the CRM record","seo_keyword":"email template merge tag zoho crm","seo_faqs":"[{\"q\": \"What is an Email Template Merge Tag in Zoho CRM?\", \"a\": \"A Merge Tag is a placeholder in an email template that is replaced with a real field value from the CRM record when the email is sent. For example, $leads.First_Name is replaced with \"Rahul\" when sending to a lead named Rahul, personalising the email automatically.\"}]","term_type":"Technical","glossary_related":"","glossary_links":""},"glossary_category":[1238],"class_list":["post-4077","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-crm"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/4077","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=4077"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=4077"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}