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 supply default text to use if a merge code isn't populated:

Example

Contact First Name is Mike, and job title was not provided:

Hi $firstname(there) - You’ve applied for $title(a great job) at $teamname. Do you have time to talk now?

Will render to:

Hi Mike - You've applied for a great job at PivotCX. Do you have time to talk now?



Built-In Merge Codes


Name

Description

$firstname

The first name of the contact

$lastname

The last name of the contact

$city

The city where the contact lives

$state

The state where the contact lives

$postalcode

The postal code where the contact lives

$street

The street address where the contact lives

$phone

The primary phone number of the contact

$email

The primary email of the contact

$teamname

The public name of the team sending the messages

$title

The job title of the active apply / attribution.






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