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Custom Fields, Custom Values For Personalisation in TekMatix

Custom Fields, Custom Values For Personalisation in TekMatix

October 10, 20227 min read

Custom Fields and Values To Personalise Your Customer Experience in TekMatix

Did you know that you can automatically customise ANYTHING in TekMatix?

Using the custom fields below on web pages, emails and more, you can create highly personalised automations, triggers and even web-browsing experiences!

For instance, if you wanted to send an email saying "Hello (first name)" (where the first name of the recipient is automatically added to the email, you'd simply write:

Hello {{contact.first_name}}

Wherever you have a custom value, you get a customised piece of data filled i automatically by the system.

Here are the Custom Values/Fields in TekMatix:

Contact > [Text] > Full name: {{contact.name}}

Contact > First name: {{contact.first_name}}

Contact > Last name: {{contact.last_name}}

Contact > Email: {{contact.email}}

Contact > Phone: {{contact.phone}} or **{{contact.phone_raw}}

Contact > Phone (Recommended for trigger links & UTM): Tel:{{contact.phone_raw}}

Contact > Company name: {{contact.company_name}}

Contact > Full Address: {{contact.full_address}}

Contact > Address 1: {{contact.address1}}

Contact > City: {{contact.city}}

Contact > State: {{contact.state}}

Contact > Postal Code: {{contact.postal_code}}

Contact > Date of Birth: {{contact.date_of_birth}}

Contact > Source: {{contact.source}}

Contact > Website: {{contact.website}}

Contact > Custom Fields > Date of last stay: {{contact.date_of_last_stay}}

Contact > Custom Fields > Additional Comments: {{contact.additional_comments}}

Contact > Custom Fields > Villa of last stay: {{contact.villa_of_last_stay}}

Attribution > First > Session Source: {{contact.attributionSource.sessionSource}}

Attribution > First > URL: {{contact.attributionSource.url}}

Attribution > First > Campaign: {{contact.attributionSource.campaign}}

Attribution > First > UM Source: {{contact.attributionSource.utmSource}}

Attribution > First > UM Medium: {{contact.attributionSource.utmMedium}}

Attribution > First > UTM Content: {{contact.attributionSource.utmContent}}

Attribution > First > Referrer: {{contact.attributionSource.referrer}}

Attribution > First > Campaign Id: {{contact.attributionSource.campaignId}}

Attribution > First > FB Clickld: {{contact.attributionSource.fbclid}}

Attribution > First > Google Clickld: {{contact.attributionSource.gclid}}

Attribution > Last > Session Source: {{contact.lastAttributionSource.sessionSource}}

Attribution > Last > URL: {{contact.lastAttributionSource.url}}

Attribution > Last > Campaign: {{contact.lastAttributionSource.campaign}}

Attribution > Last > UM Source: {{contact.lastAttributionSource.utmSource}}

Attribution > Last > UM Medium: {{contact.lastAttributionSource.utmMedium}}

Attribution > Last > UTM Content: {{contact.lastAttributionSource.utmContent}}

Attribution > Last > Referrer: {{contact.lastAttributionSource.referrer}}

Attribution > Last > Campaign Id: {{contact.lastAttributionSource.campaignId}}

Attribution > Last > FB Clickld: {{contact.lastAttributionSource.fbclid}}

Attribution > Last > Google Clickld: {{contact.lastAttributionSource.gclid}}

User > Full Name: {{user.name}}

User > First Name: {{user.first_name}}

User > Last Name: {{user.last_name}}

User > Email: {{user.email}}

User > Phone: {{user.phone}} or **{{user.phone_raw}}

User > Signature: {{user.email_signature}}

User > Calendar Link: {{user.calendar_link}}

User > Appointment Phone: ** {{appointment.user.phone_raw}}

User > Twilio Phone: {{user.twilio_phone_number}}

User > Twilio Phone raw format: {{user.twilio_phone_number_raw}}

Appointment > Start Date Time: {{appointment.start_time}}

Appointment > Start Date: {{appointment.only_start_date}}

Appointment > Start Time: {{appointment.only_start_time}}

Appointment > End Date Time: {{appointment.end_time}}

Appointment > End Date: {{appointment.only_end_date}}

Appointment > End Time: {{appointment.only_end_time}}

Appointment > Timezone: {{appointment.timezone}}

Appointment > Cancellation Link: {{appointment.cancellation_link}}

Appointment > Reschedule Link: {{appointment.reschedule_link}}

Appointment > Meeting Location: {{appointment.meeting_location}}

Appointment > Notes: {{appointment.notes}}

Appointment >Add to Google Calendar: {{appointment.add_to_google_calendar}}

Appointment > Add to Ical&Outlook: {{appointment.add_to_ical_outlook}}

Calendar > Name: {{calendar.name}}

Campaign > Event, Date, Time: {{campaign.event_date_time}}

Campaign > Event Date: {{campaign.event_date}}

Campaign > Event Time: {{campaign.event_time}}

Message > Message Body: {{message.body}}

Account > Name: {{location.name}}

Account > Full Address: {{location.full_address}}

Account > Address Line 1: {{location.address}}

Account > City: {{location.city}}

Account > State: {{location.state}}

Account > Country: {{location.country}}

Account > Postal Code: {{location.postal_code}}

Account > Email: {{location.email}}

Account > Phone: {{location.phone}}

Account > Website: {{location.website}}

Account > Logo URL: {{location.logo_url}}

Account > Owner > First Name: {{location_owner.first_name}}

Account > Owner > Last Name: {{location_owner.last_name}}

Account > Owner > Email: {{location_owner.email}}

Right Now > Second: {{right_now.second}}

Right Now > Minute: {{right_now.minute}}

Right Now > Time 24h Format: {{right_now.hour}}

Right Now > Time  AM/PM Format: {{right_now.hour_ampm}}

Right Now > AM/PM: {{right_now.ampm}}

Right Now > Day: {{right_now.day}}

Right Now > Month: {{right_now.month}}

Right Now > Month Extended English: {{right_now.month_english}}

Right Now > Year: {{right_now.year}}

Right Now > Date (month/day/year): {{right_now.middle_endian_date}}

Right Now > Date (day/month/year): {{right_now.little_endian_date}}

Right Now > Day of the week: {{right_now.day_of_week}} 

If you need help, please contact us on support@tekmatix.com


Merge Fields (Custom Values)

CONTACT

Contact - Full name - {{contact.name}}

Contact - First name - {{contact.first_name}}

Contact - Last name - {{contact.last_name}}

Contact - Email - {{contact.email}}

Contact - Phone number - {{contact.phone}}

Contact - Phone number Raw - {{contact.phone_raw}}

Contact - Phone (Recommended for trigger links & UTM): Tel - {{contact.phone_raw}}

Contact - Company name - {{contact.company_name}}

Contact - Full Address - {{contact.full_address}}

Contact - Address 1 - {{contact.address1}}

Contact - City - {{contact.city}}

Contact - State - {{contact.state}}

Contact - Country - {{contact.country}}

Contact - Postal Code - {{contact.postal_code}}

Contact - Date of Birth - {{contact.date_of_birth}}

Contact - Source - {{contact.source}}

Contact - Website - {{contact.website}}

Contact - ID - {{contact.id}}

image

USER

User - Full Name - {{user.name}}

User - First Name - {{user.first_name}}

User - Last Name - {{user.last_name}}

User - Email - {{user.email}}

User - Phone - {{user.phone}}

User - Phone Raw - {{user.phone_raw}}

User - Signature - {{user.email_signature}}

User - Calendar Link - {{user.calendar_link}}

User - Twilio Phone - {{user.twilio_phone_number}}

User - Twilio Phone raw format - {{user.twilio_phone_number_raw}}

APPOINTMENT

Appointment - Title - {{appointment.title}}

Appointment - Start Date Time - {{appointment.start_time}}

Appointment - Start Date - {{appointment.only_start_date}}

Appointment - Start Time - {{appointment.only_start_time}}

Appointment - End Date Time - {{appointment.end_time}}

Appointment - End Date - {{appointment.only_end_date}}

Appointment - End Time - {{appointment.only_end_time}}

Appointment - Day of the week - {{appointment.day_of_week}}

Appointment - Timezone - {{appointment.timezone}}

Appointment - Cancellation Link - {{appointment.cancellation_link}}

Appointment - Reschedule Link - {{appointment.reschedule_link}}

Appointment - Meeting Location - {{appointment.meeting_location}}

Appointment - Notes - {{appointment.notes}}

Appointment - Add to Google Calendar - {{appointment.add_to_google_calendar}}

Appointment - Add to Ical&Outlook - {{appointment.add_to_ical_outlook}}

RECURRING

Appointment - Repeat Recurring - {{appointment.recurring.repeats}}

Appointment - Time to Repeat Recurring - {{appointment.recurring.times_to_repeat}}

ASSIGNED USER

Appointment - User name - {{appointment.user.name}}

Appointment - User First Name - {{appointment.user.first_name}}

Appointment - User Last Name - {{appointment.user.last_name}}

Appointment - User Email - {{appointment.user.email}}

Appointment - User Phone - {{appointment.user.phone}}

Appointment - User Phone Raw -{{appointment.user.phone_raw}}

Appointment - User Signature - {{appointment.user.email_signature}}

Appointment - User Twilio Phone raw format - {{appointment.user.twilio_phone_number}}

CALENDAR

Calendar - Name - {{calendar.name}}

MESSAGE

Message - Body - {{message.body}}

ACCOUNT

Account - Name - {{location.name}}

Account - Full Address - {{location.full_address}}

Account - Address Line 1 - {{location.address}}

Account - City - {{location.city}}

Account - State - {{location.state}}

Account - Country - {{location.country}}

Account - Postal Code - {{location.postal_code}}

Account - Email - {{location.email}}

Account - Phone - {{location.phone}}

Account - Phone Raw - {{location.phone_raw}}

Account - Website - {{location.website}}

Account - Logo URL - {{location.logo_url}}

OWNER

Account - Owner First Name - {{location_owner.first_name}}

Account - Owner Last Name: {{location_owner.last_name}}

Account - Owner Email - {{location_owner.email}}

Account - ID - {{location.id}}

RIGHT NOW

Right Now - Second - {{right_now.second}}

Right Now - Minute - {{right_now.minute}}

Right Now - Time 24h Format - {{right_now.hour}}

Right Now - Time AM/PM Format - {{right_now.hour_ampm}}

Right Now - AM/PM - {{right_now.ampm}}

Right Now - Day - {{right_now.day}}

Right Now - Day of the week Extended English - {{right_now.day_of_week}}

Right Now - Month - {{right_now.month}}

Right Now - Name of Month - {{right_now.month_name}}

Right Now - Month Extended English - {{right_now.month_english}}

Right Now - Year - {{right_now.year}}

Right Now - Date (month/day/year) - {{right_now.middle_endian_date}}

Right Now - Date (day/month/year) - {{right_now.little_endian_date}}

Right Now - Date - {{right_now.date}}

ATTRIBUTION

FIRST

Attribution - First Session Source - {{contact.attributionSource.sessionSource}}

Attribution - First URL - {{contact.attributionSource.url}}

Attribution - First Campaign - {{contact.attributionSource.campaign}}

Attribution - First UM Source - {{contact.attributionSource.utmSource}}

Attribution - First UM Medium - {{contact.attributionSource.utmMedium}}

Attribution - First UTM Content - {{contact.attributionSource.utmContent}}

Attribution - First Referrer - {{contact.attributionSource.referrer}}

Attribution - First Campaign ID - {{contact.attributionSource.campaignId}}

Attribution - First FB Clickld - {{contact.attributionSource.fbclid}}

Attribution - First Google Clickld - {{contact.attributionSource.gclid}}\

LATEST

Attribution - Last Session Source -{{contact.lastAttributionSource.sessionSource}}

Attribution - Last URL - {{contact.lastAttributionSource.url}}

Attribution - Last Campaign - {{contact.lastAttributionSource.campaign}}

Attribution - Last UM Source - {{contact.lastAttributionSource.utmSource}}

Attribution - Last UM Medium - {{contact.lastAttributionSource.utmMedium}}

Attribution - Last UTM Content - {{contact.lastAttributionSource.utmContent}}

Attribution - Last Referrer - {{contact.lastAttributionSource.referrer}}

Attribution - Last Campaign ID - {{contact.lastAttributionSource.campaignId}}

Attribution - Last FB Clickld - {{contact.lastAttributionSource.fbclid}}

Attribution - Last Google Clickld - {{contact.lastAttributionSource.gclid}}

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