What is a fallback merge field?

If you are using merge fields in the email builder you know they can be used to insert personal data from the customer into the email. They look something like this.

But what happens if someone's First Name field is empty?

Fallback values allow you to replace the empty values with an alternate value.

How to use Fallback values

First, click on the token and you'll see a dialog pop-up like this one.

Enter the value that you want to appear in the text box when there is no value for that Account's merge field, in this example, the Account > First Name field.

Falling back to other merge fields

What if you want to fallback to another merge field value? We do support that as well. Just enter the merge field code into the fallback field and we'll merge in the value, should it exist.

Here are some common examples:

  • {{account.companyName}}
  • {{account.name}}
  • {{account.firstName}}
  • {{account.lastName}}

If there's another value that you need but can't find, just chat us and we'll help you get the correct field.

Wrapping it up

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