Using Merge Tags in Automations
Karan
Last Update 2 天前
Smart tags insert dynamic information into emails, documents, automations, and other content. Instead of typing the same details every time, smart tags pull in the right values automatically.
Smart tags use this format: {{group.field}}
For example, {{client.1.first_name}} inserts the first client's first name.
If a smart tag field is empty (the value was never filled in), the tag resolves to blank. It will not show the raw tag text, and it will not fall back to a different group's value.
Indexed Client Tags (client.1, client.2, etc.)
Projects can have multiple contacts, and you can control their order. TalleFlow uses indexed client tags to let you target a specific contact by their position.
{{client.1.first_name}} pulls the first contact's first name.
{{client.2.first_name}} pulls the second contact's first name. This works up to 20 contacts.
{{client.2.first_name}} pulls the second contact's first name. This works up to 20 contacts.
When to use indexed vs generic tags:
- In project-scoped contexts (automations with project triggers, emails from projects, document sharing), the smart tag picker shows indexed tags like client.1.*. These are the recommended tags to use.
- Generic tags like {{client.first_name}} (without a number) still work. When the generic tag is empty, it automatically copies the value from client.1. But in project pickers, generic tags are hidden because indexed tags are more precise.
Every client field listed below is available in both forms: {{client.1.field}} for the first contact, {{client.2.field}} for the second, and so on, as well as {{client.field}} for the generic fallback.
Business Owner Tags
These tags pull from the sending user's Profile Settings, not from Business Settings. This is useful when you want your personal phone number or address in an email rather than your business's main number.
In the smart tag picker, these appear under the Business Owner group.
| Tag | What it inserts |
|---|---|
| {{user.first_name}} | Your first name from Profile Settings |
| {{user.last_name}} | Your last name from Profile Settings |
| {{user.full_name}} | Your full name (first + last, falls back to account name) |
| {{user.email}} | Your email from Profile Settings |
| {{user.phone}} | Your phone number from Profile Settings |
| {{user.address}} | Your full address from Profile Settings |
| {{user.street}} | Street address (same as address line 1) |
| {{user.address_line1}} | Address line 1 |
| {{user.address_line2}} | Address line 2 |
| {{user.city}} | City |
| {{user.state}} | State |
| {{user.zip_code}} | Zip code |
| {{user.country}} | Country |
Important: These are different from Business tags. {{user.phone}} uses YOUR profile phone number. {{business.phone}} uses the business phone number set in Business Settings. If your profile phone is empty, {{user.phone}} will be blank. It will not fall back to {{business.phone}}.
System Tags
| Tag | What it inserts |
|---|---|
| {{current_date}} | Today's date |
Business Tags
These tags pull from Business Settings and represent your company or brand.
| Tag | What it inserts |
|---|---|
| {{business.name}} | Business name |
| {{business.email}} | Business email |
| {{business.phone}} | Business phone number |
| {{business.website}} | Business website URL |
| {{business.address}} | Business full address |
| {{business.street}} | Business street (same as address line 1) |
| {{business.address_line1}} | Business address line 1 |
| {{business.address_line2}} | Business address line 2 |
| {{business.city}} | Business city |
| {{business.state}} | Business state |
| {{business.zip_code}} | Business zip code |
| {{business.country}} | Business country |
Client / Contact Tags
These tags pull from the contact or client connected to the workflow, project, or email. Use the indexed form (client.1.*) in project contexts for precision. The generic form (client.*) also works and auto-fills from client 1 when empty.
Basic info:
| Indexed tag (recommended) | Generic fallback | What it inserts |
|---|---|---|
| {{client.1.first_name}} | {{client.first_name}} | First name |
| {{client.1.last_name}} | {{client.last_name}} | Last name |
| {{client.1.full_name}} | {{client.full_name}} | Full name |
| {{client.1.email}} | {{client.email}} | Email address |
| {{client.1.phone}} | {{client.phone}} | Phone number |
| {{client.1.business}} | {{client.business}} | Business / company name |
| {{client.1.industry}} | {{client.industry}} | Industry |
| {{client.1.job_title}} | {{client.job_title}} | Job title |
| {{client.1.found_date}} | {{client.found_date}} | Company founded date |
| {{client.1.specialities}} | {{client.specialities}} | Specialities |
Client address:
| Indexed tag (recommended) | Generic fallback | What it inserts |
|---|---|---|
| {{client.1.address}} | {{client.address}} | Full address |
| {{client.1.street}} | {{client.street}} | Street (same as address line 1) |
| {{client.1.address_line1}} | {{client.address_line1}} | Address line 1 |
| {{client.1.address_line2}} | {{client.address_line2}} | Address line 2 |
| {{client.1.city}} | {{client.city}} | City |
| {{client.1.state}} | {{client.state}} | State |
| {{client.1.zip_code}} | {{client.zip_code}} | Zip Code |
| {{client.1.country}} | {{client.country}} | Country |
Client social links:
| Indexed tag (recommended) | Generic fallback | What it inserts |
|---|---|---|
| {{client.1.blog}} | {{client.blog}} | Blog URL |
| {{client.1.x}} | {{client.x}} | X (Twitter) URL |
| {{client.1.facebook}} | {{client.facebook}} | Facebook URL |
| {{client.1.instagram}} | {{client.instagram}} | Instagram URL |
| {{client.1.linkedin}} | {{client.linkedin}} | LinkedIn URL |
| {{client.1.youtube}} | {{client.youtube}} | YouTube URL |
| {{client.1.tiktok}} | {{client.tiktok}} | TikTok URL |
| {{client.1.other}} | {{client.other}} | Other social URL |
Tip: Replace the 1 with 2, 3, etc. to target the second, third, or any contact up to 20. For example, {{client.2.email}} inserts the second contact's email.
Project Tags
These tags pull from the project connected to the workflow.
| Tag | What it inserts |
|---|---|
| {{project.name}} | Project name |
| {{project.source}} | Project source (e.g. "Scheduler Booking", "Manual") |
| {{project.start_date}} | Project start date |
| {{project.due_date}} | Project due date |
| {{project.start_time}} | Project start time |
| {{project.due_time}} | Project due time |
| {{project.location}} | Project location (full) |
| {{project.location_name}} | Project location name |
| {{project.street}} | Project street (same as address line 1) |
| {{project.address_line1}} | Project address line 1 |
| {{project.address_line2}} | Project address line 2 |
| {{project.city}} | Project city |
| {{project.state}} | Project state |
| {{project.zip_code}} | Project zip code |
| {{project.country}} | Project country |
Invoice / Payment Tags
These tags pull from invoice data. Some are available only in invoice and proposal editors.
| Tag | What it inserts |
|---|---|
| {{invoice.number}} | Invoice number |
| {{invoice.subtotal}} | Subtotal |
| {{invoice.tax}} | Tax amount |
| {{invoice.total}} | Total |
| {{invoice.date_issued}} | Date issued |
| {{invoice.due_date}} | Due date |
| {{invoice.first_payment_amount}} | First payment amount |
| {{invoice.first_payment_due_date}} | First payment due date |
| {{invoice.po}} | Purchase order number |
Selected Package Tags
These tags pull from checkout and booking selections.
| Tag | What it inserts |
|---|---|
| {{selected.packageNames}} | Selected package names |
| {{selected.addOns}} | Selected add-ons |
| {{selected.paymentChoice}} | Payment choice |
| {{selected.total}} | Selected total |
| {{selected.amountPaid}} | Amount paid |
| {{packages_recap}} | Packages recap summary |
| {{addons_recap}} | Add-ons recap summary |
Photo Booth Tags
These tags pull from connected photo booth integrations.
| Tag | What it inserts |
|---|---|
| {{photobooth.gallery_url}} | Photo booth gallery URL |
| {{photobooth.event_name}} | Photo booth event name |
| {{photobooth.event_venue}} | Photo booth venue |
| {{photobooth.event_start}} | Photo booth event start |
| {{photobooth.event_end}} | Photo booth event end |
| {{photobooth.provider}} | Photo booth provider name |
Snappic Tags
| Tag | What it inserts |
|---|---|
| {{snappic.gallery_url}} | Snappic gallery URL |
| {{snappic.event_name}} | Snappic event name |
| {{snappic.event_venue}} | Snappic event venue |
| {{snappic.event_start}} | Snappic event start |
| {{snappic.event_end}} | Snappic event end |
SmugMug Tags
| Tag | What it inserts |
|---|---|
| {{smugmug.published_count}} | Published gallery count |
| {{smugmug.primary_album_title}} | Primary album title |
| {{smugmug.primary_album_url}} | Primary album URL |
| {{smugmug.1.album_title}} | Gallery 1 album title |
| {{smugmug.1.album_url}} | Gallery 1 album URL |
| {{smugmug.2.album_title}} | Gallery 2 album title |
| {{smugmug.2.album_url}} | Gallery 2 album URL |
| {{smugmug.3.album_title}} | Gallery 3 album title |
| {{smugmug.3.album_url}} | Gallery 3 album URL |
| {{smugmug.4.album_title}} | Gallery 4 album title |
| {{smugmug.4.album_url}} | Gallery 4 album URL |
| {{smugmug.5.album_title}} | Gallery 5 album title |
| {{smugmug.5.album_url}} | Gallery 5 album URL |
Where Smart Tags Work
Smart tags can be used in:
- Email subject lines and body content
- Automation email actions
- Document content and sharing
- Proposals and bookings
- Email marketing campaigns
- Task titles and descriptions
- Outbound Gmail and Outlook sends
Tips
- Use the smart tag picker in the editor to browse available tags. Don't type them manually unless you're sure of the exact syntax.
- Test your smart tags by previewing or sending a test email before going live.
- If a tag shows up blank, check that the source field (Profile Settings, Business Settings, or the contact record) actually has a value.
- Business Owner tags and Business tags look similar but pull from different places. When in doubt, check which group the tag is in.
Privacy
Profile-based fields like phone and address are encrypted at rest. They are only resolved and inserted when content is generated (sending an email, exporting a document, etc.).