Custom Values, Fields, etc

Added Custom Values

custom_values.crm_phone_number:

custom_values.domain: https://wecap.meetwithgabe.com

custom_values.from_email:

custom_values.from_name: WCD

custom_values.known_as_business_name: WeCapture Demo

custom_values.public_review_link:

ACCOUNT Merge Fields

Name: 📸 Primary Dentist Snapshot

Full Address: 63 Joseph Ct, San Rafael CA 94903

Address Line 1: 63 Joseph Ct

City: San Rafael

State: CA

Country: US

Postal Code: 94903

Email: [email protected]

Phone: +1 555-555-1212

Phone (raw format):

Website:

Logo URL:

Owner > First Name: Snapshot - Dentist (HLPT)

Owner > Last Name: Account

Owner > Email: [email protected]

ID: RfXq9T9Ne9PCWoBIBURn

CONTACT Merge Fields

Full name:

First name:

Last name:

Email:

Phone: {(contact.phone}}

Phone Raw Format (Recommended for trigger links & UTM):

Company name:

Full Address:

Address 1:

City:

State:

Postal Code:

Time Zone:

Date of Birth:

Source:

Website:

ID:

USER Merge Tags

Full Name:

First Name:

Last Name:

Email:

Phone: or

Signature:

Calendar Link:

Appointment Phone:

Twilio Phone:

Twilio Phone raw format:

APPOINTMENT Merge Fields

Title:

Start Date Time:

Start Date:

Start Time:

End Date Time:

End Date:

End Time:

Day of the week:

Name of the month:

Timezone:

Cancellation Link:

Reschedule Link:

Meeting Location:

Notes:

Add to Google Calendar: https://apisystem.tech/google/calendar/add-event/undefined

Add to Ical & Outlook: https://apisystem.tech/google/calendar/get-ics/undefined

Recurring > Repeats:

Recurring > Times to repeat:

Assigned user > Full Name:

Assigned user > First Name:

Assigned user > Last Name:

Assigned user > Email:

Assigned user > Phone:

Assigned user > Phone (raw format):

Assigned user > Signature:

Assigned user > Twilio Phone:

CALENDAR Merge Fields

Name:

CAMPAIGN Merge Fields

Event, Date, Time:

Event Date:

Event Time:

MESSAGE Merge Fields

Message Body:

Message Subject:

RIGHT NOW Merge Fields

Second: 30

Minute: 13

Time 24h Format: 19

Time AM/PM Format: 7

AM/PM: PM

Day of the week (extended English): Wednesday

Name of month:

Day: 24

Month: 12

Month (extended English): December

Year: 2025

Date (month/day/year): 12/24/2025

Date (day/month/year): 24/12/2025

Day of the week: Wednesday

ATTRIBUTION Merge Fields

First Attribution

Session Source:

URL:

Campaign:

UTM Source:

UTM Medium:

UTM Content:

Referrer:

Campaign Id:

FB ClickId:

Google ClickId:

UTM Keyword:

UTM Match Type:

Ad Group ID:

Ad ID:

Latest Attribution

Session Source:

URL:

Campaign:

UTM Source:

UTM Medium:

UTM Content:

Referrer:

Campaign Id:

FB ClickId:

Google ClickId:

UTM Campaign:

UTM Keyword:

UTM Match Type:

Ad Group ID:

Ad ID:

INVOICE Merge Fields

Name of the invoice:

Invoice number:

Issue date of the invoice:

Due date of the invoice:

Subtotal amount of the invoice:

Discount amount applied to the invoice:

Tax amount for the invoice:

Total amount due on the invoice:

Title of the invoice:

Link to the invoice:

Company Details

Name of the company:

Company phone number:

Company address:

Company city:

Company state:

Company country:

Company website:

Company logo URL:

Invoice Details

Name of the Invoice Contact:

Invoice Contact's first name:

Invoice Contact's last name:

Invoice Contact's phone number:

Invoice Contact's email address:

Invoice Contact's company name:

Invoice Contact's address:

Invoice Contact's city:

Invoice Contact's state:

Invoice Contact's postal code:

Sender Details

Name of the invoice sender:

Invoice Sender's email address:

Card Information

Brand of the card used for payment:

Last 4 digits of the card number:

Using Workflows to Set a Fallback Value

If a contact field (such as First Name) is missing, you can create a Workflow with an If/Else condition to set a fallback value. This ensures consistent personalization in your emails, SMS messages, and other communications.

Steps:

Create a Custom Value

Go to Settings → Custom Value and create a new custom value (e.g., First_Name_Fallback).

Set Up If/Else condition in the Workflow to check if the original field (e.g., First Name) is empty.

Insert the fallback value into message

If the field is empty, use the fallback Custom Value (e.g., "there") directly in the copy of your message.

If the field has a value, use the regular merge field (e.g., ).

Click here for more information on using If/Else in workflows

COMPANY

CUSTOMER CARE

LEGAL