Merge tags reference
Every merge tag you can use in subjects and emails, how fallbacks work, and how to avoid sending an email with a blank.
Merge tags are placeholders that OmniLead replaces with each lead's data when it sends. Write {{firstName}} once and every lead sees their own name.
Syntax
A merge tag is a field name in double curly braces:
Hi {{firstName}},Fallbacks
Add a pipe and a fallback to use when the field is empty:
Hi {{firstName|there}},For a lead with no first name, this becomes "Hi there,". Fallbacks can contain spaces and punctuation, such as {{company|your team}}. They can't contain }} or another merge tag.
Formatting
Tags are inserted exactly as stored. Names are stored in normal case, such as "Ana" and "Example Labs". Tags work in the subject line and the body.
Insert a tag
In the email editor, click Insert merge tag and pick a field. The live preview shows the result for the lead selected on the right.
Person
Organization
{{domain}} falls back to the domain of the lead's email address when the company has none.
Lead attributes
Use {{lead.key}} for any other field stored on the lead, such as data that came with an import or from the directory. For example, {{lead.institution|your institution}} or {{lead.fund|your fund}}. Add a fallback, since not every lead has every attribute.
Sender
These come from the mailbox sending the email and your workspace.
{{senderName}} is the mailbox's sender name and {{senderCompany}} your workspace's company name. {{senderTitle}} is often empty, so give it a fallback.
Custom fields
Use {{custom.key}} for any custom field. The Merge tag column in Settings → Custom fields shows each field's tag:
I saw you typically write checks around {{custom.check_size|your usual size}}.Compliance tags
You don't need to add these yourself: every email ends with a footer that includes both, and a one-click unsubscribe header. Use them if you also want them in the body.
A tag that isn't in this reference fails Merge tags valid in the pre-launch checklist.
Good habits
- Give every personal tag a fallback.
{{firstName|there}}is safer than{{firstName}}. - Read the preview for three different leads before you launch, including one with missing data.
- Don't fake personalization. A merge tag that inserts a job title isn't a reason to write. One real sentence about their work is.