Replacement Codes

You can personalize much of the customer experience by using replacement codes.

Where do I use replacements?

Replacement codes merge in user data to whichever supported content you want, such as emails, notifications, text messages and more.

You can also use replacements in certain shortcodes!

Where do I find replacements?

You can see a full list of replacement codes by clicking the Insert Replacements button wherever it can be found.

It will show a popup that looks like this.

Simply click on a code to copy it to your clipboard and use CTR+V to paste in in your content.

In version 2.0 you can also select your code and then click Insert to paste it at the location of your cursor.

What kinds of replacements are there?

There are three kinds of replacements codes.

  • Codes without arguments
  • Codes with Arguments
  • Meta Codes

Tags without arguments.

This is the majority of codes, simply copy and paste and you’re off to the races.

Tags with arguments.

Some codes require an argument to function. For example the {meta} and {date} codes.

You can specify an argument using a period .

For example. {date.Y-m-d|today} and {meta.lead_source}

The code description will tell you in the event an argument is required.

Meta Codes

This is a special syntax to merge in meta, and to all intents and purposes is the exact same as the {meta} code.

Use by prefixing any meta key with an underscore. For example {_street_address_1}

You can find the shorthand code for custom meta that you saved by viewing it in the contact record.

You can find a full list of standard meta fields here.

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