fluentcrm merge codes

FluentCRM Merge Codes & Smart Codes

Source: FluentCRM Docs — Merge Codes / Smart Codes Usage

Syntax

Merge codes follow this structure:

{{DataGroup.Property|FallbackValue|Transformer}}

• DataGroup.Property — the dynamic value (e.g., contact.first_name)
• FallbackValue — returned if the property is empty (e.g., Hi)
• Transformer — optional formatting (e.g., ucfirst)

In the email editor, type @ to browse available codes.

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Contact’s Default Merge Codes

Code	Description
{{contact.full_name}}	Full name of the contact
{{contact.prefix}}	Name Prefix of the contact
{{contact.first_name}}	First Name of the contact
{{contact.last_name}}	Last Name of the contact
{{contact.email}}	Email address
{{contact.id}}	Contact’s unique ID (Numeric)
{{contact.user_id}}	Connected User ID of the contact
{{contact.address_line_1}}	Address Line 1
{{contact.address_line_2}}	Address Line 2
{{contact.city}}	Address City
{{contact.state}}	Address State
{{contact.postal_code}}	Address Postal Code
{{contact.country}}	Address Country
{{contact.phone}}	Phone Number
{{contact.status}}	Contact’s Status
{{contact.date_of_birth}}	Date of Birth
{{contact.custom.CUSTOM_FIELD_SLUG}}	Custom Field value — replace CUSTOM_FIELD_SLUG with your defined slug

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Other General Codes

Code	Description
{{crm.business_name}}	Business Name defined in FluentCRM Settings
{{crm.business_address}}	Business Address defined in FluentCRM Settings
{{wp.admin_email}}	Email Address defined in WordPress settings
{{wp.url}}	Your Website URL
{{other.date.+2 days}}	Dynamic Date Field — replace +2 days with your own date string; returns date in WP Date Format
{{other.date_format.Y-m-d}}	Current date in a custom format — supports Y-m-d style date formats
##crm.unsubscribe_url##	Unsubscribe URL of the contact
##crm.manage_subscription_url##	Manage Subscription page URL of the contact
##web_preview_url##	Web preview URL of an email

HTML link codes (pipe separates the code from the link text):

Code	Description
{{crm.unsubscribe_html | Unsubscribe}}	Unsubscribe link as HTML — link text will be “Unsubscribe”
{{crm.manage_subscription_html | Manage Preference}}	Manage Subscription hyperlink as HTML — link text “Manage Preference”

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WP User Codes

If the contact is also a WordPress user, you can use the following merge codes:

Code	Description
{{user.ANY_USER_PROPERTY}}	Get any user property from WP_User Class (e.g., user_login, user_first_name)
{{user.meta.USER_META_KEY}}	Access meta value of a user
{{user.password_reset_direct_link}}	Direct Password Reset link of a user

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Data Transformers

Using Data Transformers you can transform/format a dynamic value. Transformers are appended as the last segment of a merge code.

Structure: {{DataGroup.Property | FallbackValue | Transformer}}

Transformer	Example	Description
trim	{{contact.first_name | There | trim}}	Trims leading/trailing whitespace from the value
ucfirst	{{contact.first_name | There | ucfirst}}	Makes the first letter uppercase
strtolower	{{contact.first_name | There | strtolower}}	Makes all letters lowercase
strtoupper	{{contact.first_name | There | strtoupper}}	Makes all letters uppercase
ucwords	{{contact.full_name | There | ucwords}}	Makes the first letter of each word uppercase
concat_first	{{contact.first_name | | concat_first | Hello}}	Prepends text — “John” becomes “Hello John”
concat_last	{{contact.first_last | | concat_last | ,}}	Appends text if value exists — “John” becomes “John,” ; empty returns nothing
show_if	{{contact.full_name | | show_if | Name exists}}	If the value exists, returns the provided text instead of the value itself

Note: When no fallback is needed, use an empty value between the pipes: {{contact.first_name | | ucfirst}}