Merge Codes
Description
Merge codes make messages more personal and help you get more done in less time. Instead of writing out a name, email address, job title, or other information already in PivotCX, you can type a merge code, and PivotCX will automatically expand it.
Example
$title will be expanded to the Active Apply's job title.
Typing $title takes a lot less time than typing "Principal Architectural Kotlin Developer."
You can save even more time - if you press space after a few characters, PivotCX will insert the best matching merge code.
Advanced Usage
You can insert variables into PivotCX messages and templates like this:
Hi $firstname(there)! You are from $city(somewhere), Correct?This will create a message that looks like this for a contact named John from San Francisco:
Hi John! You are from San Francisco, Correct?
If we don't know the contact's name or city, it will create a message that looks like this:
Hi there! You are from somewhere, Correct?Template Variables
Here are all the variables you can use in messages and templates:
| Variable | Description | Source |
|---|---|---|
| $firstname | inserts contact's first name | contact |
| $lastname | inserts contact's last name | contact |
| $fullname | inserts contact's full name | contact |
| $city | inserts contact's city | contact |
| $state | inserts contact's state | contact |
| $postalcode | inserts contact's postal code | contact |
| $street | inserts contact's street address | contact |
| $phone | inserts contact's phone number | contact |
| inserts contact's email address | contact | |
| $myname | inserts your first name | user |
| $myfullname | inserts your full name | user |
| $teamname | inserts the name of the team you're chatting for | team |
| $companyname | inserts the name of the team you're chatting for (alias of $teamname) | team |
| $content | inserts the content of the contact's active attribution | contact |
| $source | inserts the source of the contact's active attribution | contact |
| $campaign | inserts the campaign of the contact's active attribution | contact |
| $medium | inserts the medium of the contact's active attribution | contact |
| $location | inserts the location of the contact's active attribution | contact |
| $title | inserts the current job title | job_title |
| $lastcontent | inserts the content of the contact's last attribution | contact |
| $lastsource | inserts the source of the contact's last attribution | contact |
| $lastcampaign | inserts the campaign of the contact's last attribution | contact |
| $lastmedium | inserts the medium of the contact's last attribution | contact |
| $lastlocation | inserts the location of the contact's last attribution | contact |
| $lasttitle | inserts the title of the contact's last attribution | job_title |
| $firstcontent | inserts the content of the contact's first attribution | contact |
| $firstsource | inserts the source of the contact's first attribution | contact |
| $firstcampaign | inserts the campaign of the contact's first attribution | contact |
| $firstmedium | inserts the medium of the contact's first attribution | contact |
| $firstlocation | inserts the location of the contact's first attribution | contact |
| $firsttitle | inserts the title of the contact's first attribution | job_title |
| $externalteamname | inserts the name of the external team | external_team |
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