What are merge tags?
Merge tags allow you to add dynamic, personalised data (such as a customer's name or job cost) to message templates and document templates.
Merge tags are different to tags which can be used to categorise customers and jobs.
Use the merge tag icon in message and document templates to add merge tags relating to:
- your Business details and socials
- Customer information
- your Documents
- Invoice details
- Job details
- Links to the customer portal or payment widget
- unread Messages
- Quote details
- User information
Business merge tags
These merge tags are pulled from More > My Business > Business Details and can be added to all message and document templates.
- {{business.facebook}}
- A link to your business's Facebook page, if available.
- {{business.instagram}}
- A link to your business's Instagram page, if available.
- {{business.mastodon}}
- A link to your business's Mastodon page, if available.
- {{business.name}}
- The name of your business.
- {{business.phoneNumber}}
- Your business's phone number.
- {{business.tagline}}
- Your business's tagline, if available.
- {{business.threads}}
- A link to your business's Threads page, if available.
- {{business.trustPilot}}
- A link to your business's TrustPilot page, if available.
- {{business.twitter}}
- A link to your business's Twitter (X) page, if available.
- {{business.website}}
- A link to your business's website, if available.
- {{business.whatsApp}}
- Your business's whatsApp number, if available.
- {{business.youtube}}
- A link to your business's YouTube page, if available.
- {{business.google}}
- A link to your business's Google page, if available.
Customer merge tags
These merge tags are pulled from the customer details page and can be added to all customer message templates and the invoice document template.
- {{customer.addressCountry}}
- The customer's address (country).
- {{customer.addressFirstLine}}
- The customer's address (first line).
- {{customer.address}}
- The customer's full address.
- {{customer.addressPostcode}}
- The customer's address (postcode).
- {{customer.addressStreetName}}
- The customer's address (street name).
- {{customer.addressTown}}
- The customer's address (town).
- {{customer.autoName}}
- The customer's business name if the customer type is business, or the full personal name if they are not.
- {{customer.balance}}
- The customer's current balance, for example "-£ 20.00".
- {{customer.balanceStatus}}
- The status of the customer's balance, either 'Debit', 'Zero', or 'Credit'.
- {{customer.businessName}}
- The customer's business name, if applicable.
- {{customer.code}}
- The customer's unique code, for example "XY12". This code is also used to matched bank transfers to customers if they include it in the payment reference.
- {{customer.email}}
- The customer's email address, if available.
- {{customer.firstName}}
- The customer's first name.
- {{customer.name}}
- The customer's full name.
- {{customer.lastName}}
- The customer's last name.
- {{customer.phoneNumber}}
- The customer's phone number, if available.
- {{customer.pin}}
- The customer's portal PIN, for example "123456".
- {{customer.postcode}}
- The customer's postcode.
- {{customer.status}}
- The customer's status, for example "Active".
- {{customer.type}}
- The type of customer, either 'Business', 'Individual', or 'Unknown'.
Document merge tags
These merge tags are pulled from More > My Business > Documents and can be added to all message and document templates.
There are no set keys for these merge tags. When you upload a document, a suggested key is generated according to your document title and can be customised as required.
Invoice merge tags
These merge tags are pulled from the customer invoice and can be added to the "Customer Invoice Became Overdue" message template and the invoice document template.
- {{invoice.code}}
- A unique code for the invoice, for example "#K441KZ".
- {{invoice.dueDate}}
- The date the customer needs to make payment by, for example "4th May".
- {{invoice.outstanding}}
- The amount outstanding on the invoice. This may be the same as {{invoice.total}}, or less if partial payment has been made.
- {{invoice.paid}}
- The amount of the invoice which has been paid. For example, "£ 0.00" if no payment has been made.
- {{invoice.status}}
- The Status of the invoice, for example "Outstanding" if payment is still to be made, or "Paid" if it has.
- {{invoice.total}}
- The total cost of the invoice, for example "£ 18.00".
- {{invoice.number}}
- The unique number of the invoice, made of the customer's short ID and an incrementing counter, for example "#XY12-0001".
Job merge tags
These merge tags are pulled from the job details and can be added to all customer message templates related to jobs and the invoice document template.
- {{job.code}}
- The unique code of the job, for example "XY12"
- {{job.cost}}
- The total cost of the job, for example "£ 18.00".
- {{job.dueWeek}}
- The week-commencing date (Monday) of the week the job is due. You should make it clear this is the week commencing, so customers don't mistake it as the date the job will be completed.
- {{job.estimatedTime}}
- The estimated time a job is scheduled for, for example "2:30pm". This is only available with automatic scheduling.
- {{job.frequency}}
- The frequency the job is to be repeated on, for example "Every 4 Weeks" or "Quarterly".
- {{job.lastDone}}
- The date the job was last done, for example "4th May".
- {{job.notes}}
- Any notes that have been added to the job.
- {{job.purchaseOrder}}
- The purchase order number for the job, if available. Note:: If there is no purchase order number, the entire line will be removed.
- {{job.scheduled}}
- The scheduled stats, for example "Scheduled" or "Not scheduled".
- {{job.scheduledDate}}
- The date the job is scheduled for, for example "4th May".
- {{job.services}}
- The services the job includes, using the name of the service which you can customise. For example "Window Cleaning, Conservatory Cleaning".
- {{job.status}}
- The status of the job, for example "Scheduled" or "Today".
Link merge tags
These merge tags can be added to all customer message templates and invoice templates.
- {{link}}
- If you're on a plan which includes the customer portal this link will take the customer to the customer portal and log them in. If your plan does not include the customer portal this link will take the customer to your payment widget. Depending on your settings, the portal or payment widget could be on your own website or your free getSoapy website.
- {{link.short}}
- Just like {{link}}, but this link will be shortened. For example, "gspy.uk/abcdef".
Messages merge tags
These merge tags are designed to be added to your 'Customer Sent Message' and 'Quote Sent Message' templates to allow customers to read your message before following the link to the customer portal.
The message will contain all unread messages from within the last 12 hours, or the single last message if your customer has already read all your messages.
- {{message.clipped}}
- A snippet of any message your customer hasn't seen yet (fit within one SMS message).
- {{message.full}}
- The entire content of any message your customer hasn't seen yet.
Quote merge tags
These merge tags are pulled from the quote details and can be added to all quote message templates and quote and itemisation document templates.
- {{quote.addressCountry}}
- The address (country) entered on the quote.
- {{quote.addressFirstLine}}
- The address (first line) entered on the quote.
- {{quote.address}}
- The full address entered on the quote.
- {{quote.addressPostcode}}
- The address (postcode) entered on the quote.
- {{quote.addressStreetName}}
- The address (street name) entered on the quote.
- {{quote.addressTown}}
- The address (town) entered on the quote.
- {{quote.firstName}}
- The first name of the potential customer.
- {{quote.name}}
- The full name of the potential customer.
- {{quote.lastName}}
- The last name of the potential customer.
- {{quote.link}}
- A link to the quote widget where the potential customer can check the status or reply. Depending on your settings, this could be on your own website or your free getSoapy website.
- {{quote.status}}
- The status of the quote, for example "Estimated" or "Rejected".
User merge tags
These merge tags are pulled from More > My Account > Profile & Password and can be added to all message and document templates.
- {{user.email}}
- The email address of the user that sends the message or document.
- {{user.firstName}}
- The first name of the user that sends the message or document.
- {{user.name}}
- The full name of the user that sends the message or document.
- {{user.lastName}}
- The last name of the user that sends the message or document.
