Merge Codes

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:

VariableDescriptionSource
$firstnameinserts contact's first namecontact
$lastnameinserts contact's last namecontact
$fullnameinserts contact's full namecontact
$cityinserts contact's citycontact
$stateinserts contact's statecontact
$postalcodeinserts contact's postal codecontact
$streetinserts contact's street addresscontact
$phoneinserts contact's phone numbercontact
$emailinserts contact's email addresscontact
$mynameinserts your first nameuser
$myfullnameinserts your full nameuser
$teamnameinserts the name of the team you're chatting forteam
$companynameinserts the name of the team you're chatting for (alias of $teamname)team
$contentinserts the content of the contact's active attributioncontact
$sourceinserts the source of the contact's active attributioncontact
$campaigninserts the campaign of the contact's active attributioncontact
$mediuminserts the medium of the contact's active attributioncontact
$locationinserts the location of the contact's active attributioncontact
$titleinserts the current job titlejob_title
$lastcontentinserts the content of the contact's last attributioncontact
$lastsourceinserts the source of the contact's last attributioncontact
$lastcampaigninserts the campaign of the contact's last attributioncontact
$lastmediuminserts the medium of the contact's last attributioncontact
$lastlocationinserts the location of the contact's last attributioncontact
$lasttitleinserts the title of the contact's last attributionjob_title
$firstcontentinserts the content of the contact's first attributioncontact
$firstsourceinserts the source of the contact's first attributioncontact
$firstcampaigninserts the campaign of the contact's first attributioncontact
$firstmediuminserts the medium of the contact's first attributioncontact
$firstlocationinserts the location of the contact's first attributioncontact
$firsttitleinserts the title of the contact's first attributionjob_title
$externalteamnameinserts the name of the external teamexternal_team
$applyurlinserts the apply url from the active attributioncontact
$contenturl
inserts the content url from the active attribution
contact
$joburl
inserts the job url from the active attribution
contact




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