Merge Tags

Merge tags are placeholders that get replaced with actual data when a message is sent. Use them in message templates, flows, and auto messages to personalize content. A merge tag is written in square brackets, like [ClientFirstName] or [EventDate].

Each merge tag is only included in the final message if the value exists. If a merge tag references a field that is empty or not available for that record, it is omitted rather than showing a blank or the raw tag.

When creating messages via the API, merge tag values can be provided inline in the request or pulled from existing data on the record.

Conditional Labels

If you put a label directly before a merge tag, the label will still appear even if the merge tag value is empty. For example:

Case Number: [CaseNumber]

If there is no case number, the message will show Case Number: with nothing after it, which looks incomplete.

To avoid this, wrap the label in % signs inside the merge tag brackets. The label and the value are treated as a unit — if the value is empty, the entire tag (including the label) is omitted:

[%Case Number: %CaseNumber]

If the case number exists, the message shows Case Number: 12345. If the case number is empty, nothing is shown — no label, no blank space.

This is especially useful when a template includes multiple optional fields:

[ClientFirstName], here are your details:
[%Case Number: %CaseNumber]
[%Attorney: %AttorneyName]
[%Balance Due: $%OutstandingBalance]

Only the lines where values exist will appear in the final message.

Available Merge Tags

Agency

Merge Tag	Description
`[AgencyName]`	Agency name.
`[AgencyReference]`	Agency reference identifier.
`[AgencyPhone]`	Agency phone number.
`[AgencyEmail]`	Agency email address.
`[AgencyWebsite]`	Agency website URL.
`[AgencyAddress]`	Agency street address.
`[AgencyAddress2]`	Agency address line 2.
`[AgencyCity]`	Agency city.
`[AgencyState]`	Agency state.
`[AgencyZip]`	Agency ZIP code.
`[AgencyLogo]`	Agency logo URL.

Assigned User

Merge Tag	Description
`[AssignedUserName]`	Name of the assigned user.
`[AssignedUserPhone]`	Assigned user's phone number.
`[AssignedUserEmail]`	Assigned user's email address.

Assigned Organization

Merge Tag	Description
`[AssignedOrganizationName]`	Organization name.
`[AssignedOrganizationPhone]`	Organization phone number.
`[AssignedOrganizationEmail]`	Organization email address.
`[AssignedOrganizationWebsite]`	Organization website URL.
`[AssignedOrganizationAddress]`	Organization address.
`[AssignedOrganizationVirtualLink]`	Organization virtual meeting link.

Client

Merge Tag	Description
`[ClientName]`	Client display name.
`[ClientFullName]`	Client full name.
`[ClientFirstName]`	Client first name.
`[ClientMiddleName]`	Client middle name.
`[ClientLastName]`	Client last name.
`[ClientInitials]`	Client initials.
`[ClientGroup]`	Client group (e.g., defendant, victim).
`[ClientReference]`	Client external reference.
`[ClientType]`	Client type.
`[ClientLanguage]`	Client preferred language.
`[ClientStatus]`	Client status.
`[ClientGender]`	Client gender.
`[ClientBirthDate]`	Client date of birth.
`[ClientBirthYear]`	Client birth year.
`[ClientAge]`	Client age.

Contact

Merge Tag	Description
`[ContactName]`	Contact name.
`[ContactValue]`	Contact value (phone number or email).
`[ContactChannel]`	Contact channel type.
`[ContactType]`	Contact type (e.g., mobile, home, work).

Next Event

Merge Tag	Description
`[NextEventDateTime]`	Next event date and time.
`[NextEventDate]`	Next event date.
`[NextEventTime]`	Next event time.
`[NextEventReference]`	Next event reference.
`[NextEventDescription]`	Next event description.
`[NextEventType]`	Next event type.
`[NextEventStatus]`	Next event status.
`[NextEventLocation]`	Next event location.
`[NextEventLocationName]`	Next event location name.
`[NextEventLocationFullAddress]`	Next event location full address.
`[NextEventCaseNumber]`	Next event case number.
`[NextEventLocationPhone]`	Next event location phone.
`[NextEventLocationWebsite]`	Next event location website.
`[NextEventLocationDescription]`	Next event location description.
`[NextEventAttorney]`	Next event attorney.

Event

Merge Tag	Description
`[EventDate]`	Event date.
`[EventTime]`	Event time.
`[EventDateTime]`	Event date and time.
`[EventDateDiff]`	Time difference between now and the event date (e.g., "3 days").
`[EventDateTimeDiff]`	Time difference between now and the event date/time.
`[EventReference]`	Event reference.
`[EventDescription]`	Event description.
`[EventStatus]`	Event status.
`[EventType]`	Event type.
`[EventURL]`	Event URL.
`[EventNotes]`	Event notes.
`[VirtualNotes]`	Virtual event notes.
`[EventsCount]`	Total number of events for the client.

Links and Portals

Merge Tag	Description
`[OptoutURL]`	Opt-out URL.
`[PortalURL]`	Portal URL.
`[PortalOptout]`	Portal opt-out link.
`[MessageURL]`	Message URL.
`[FlowName]`	Flow name.

Location

Merge Tag	Description
`[Location]`	Location.
`[LocationName]`	Location name.
`[LocationFullAddress]`	Full address.
`[LocationAddress]`	Street address.
`[LocationAddress2]`	Address line 2.
`[LocationCity]`	City.
`[LocationCounty]`	County.
`[LocationState]`	State.
`[LocationZip]`	ZIP code.
`[LocationLink]`	Location link.
`[LocationInstructions]`	Location instructions.
`[LocationPasscode]`	Location passcode.
`[LocationNotes]`	Location notes.
`[LocationPhone]`	Location phone number.
`[LocationEmail]`	Location email address.
`[LocationWebsite]`	Location website.
`[LocationDescription]`	Location description.
`[LocationBusinessHours]`	Location business hours.

Judge

Merge Tag	Description
`[JudgeName]`	Judge name.
`[JudgeReference]`	Judge reference.
`[JudgeType]`	Judge type.
`[JudgeDescription]`	Judge description.
`[JudgeAddress]`	Judge address.
`[JudgeFullAddress]`	Judge full address.
`[JudgeRoom]`	Judge room number.
`[JudgePhone]`	Judge phone number.
`[JudgeEmail]`	Judge email address.
`[JudgeWebsite]`	Judge website.
`[JudgeLink]`	Judge link.
`[JudgeVirtualLink]`	Judge virtual meeting link.
`[JudgeVirtualCode]`	Judge virtual meeting code.
`[PrimaryJudge]`	Primary judge.
`[RandomJudge]`	Randomly selected judge.

Case

Merge Tag	Description
`[CaseNumber]`	Case number.
`[CaseStatus]`	Case status.
`[CaseCodes]`	Case codes.
`[CaseType]`	Case type.
`[CaseLocation]`	Case location.
`[CaseLocationAddress]`	Case location address.
`[CaseDescription]`	Case description.
`[CaseConditions]`	Case conditions.
`[CaseWarrantStatus]`	Case warrant status.
`[FileDate]`	File date.
`[OffenseDate]`	Offense date.
`[OffenseDescription]`	Offense description.
`[OffenseType]`	Offense type.
`[ArrestDate]`	Arrest date.
`[JudgmentDate]`	Judgment date.
`[ArrestTracking]`	Arrest tracking number.
`[ArrestingAgency]`	Arresting agency.
`[VictimName]`	Victim name.
`[OffenderName]`	Offender name.
`[NextCaseNumbers]`	Next case numbers.
`[RelatedCaseNumbers]`	Related case numbers.

Attorney

Merge Tag	Description
`[AttorneyName]`	Attorney name.
`[AttorneyFirmName]`	Attorney firm name.
`[AttorneyPhone]`	Attorney phone number.
`[AttorneyEmail]`	Attorney email address.
`[AttorneyBarNumber]`	Attorney bar number.

Payment

Merge Tag	Description
`[PaymentAmount]`	Payment amount.
`[PaymentDueDate]`	Payment due date.
`[PaymentIssueDate]`	Payment issue date.
`[PaymentNotes]`	Payment notes.
`[PaymentDescription]`	Payment description.
`[PaymentStatus]`	Payment status.
`[PaymentType]`	Payment type.
`[PaymentReference]`	Payment reference.
`[PaymentLink]`	Payment link.
`[PaymentCitation]`	Payment citation.
`[TotalPayments]`	Total payments.
`[OutstandingBalance]`	Outstanding balance.

Schedule

Merge Tag	Description
`[UpcomingSchedules]`	Upcoming schedules.
`[CurrentSchedule]`	Current schedule.
`[CurrentSchedules]`	Current schedules.

Date and Time

Merge Tag	Description
`[CurrentYear]`	Current year.
`[DateToday]`	Today's date.
`[DateTomorrow]`	Tomorrow's date.
`[DateYesterday]`	Yesterday's date.
`[Date12Hours]`	Date 12 hours from now.
`[DateNextWeek]`	Date next week.
`[DateNow]`	Current date and time.
`[TimeNow]`	Current time.
`[TimeZone]`	Timezone abbreviation.
`[TimeZoneLong]`	Timezone full name.

Utility

Merge Tag	Description
`[RandomTag]`	Random tag value.
`[RandomNumbers]`	Random numbers.
`[BusinessHours]`	Business hours.
`[BusinessFromTime]`	Business start time.
`[BusinessToTime]`	Business end time.
`[BusinessDays]`	Business days.
`[NextBusinessDay]`	Next business day.

Check-In

Merge Tag	Description
`[CheckinLink]`	Check-in link.
`[CheckinURL]`	Check-in URL.
`[CheckinName]`	Check-in name.
`[CheckinPhone]`	Check-in phone number.
`[CheckinEmail]`	Check-in email address.
`[CheckinStatus]`	Check-in status.
`[CheckinService]`	Check-in service.
`[CheckinDepartment]`	Check-in department.
`[CheckinLocation]`	Check-in location.
`[CheckinLanguage]`	Check-in language.
`[CheckinNotes]`	Check-in notes.
`[CheckinVirtual]`	Check-in virtual link.

File

Merge Tag	Description
`[FileName]`	File name.
`[FileDueDate]`	File due date.
`[FileExpireDate]`	File expiration date.
`[FileStatus]`	File status.
`[FileLink]`	File link.

Warrant

Merge Tag	Description
`[WarrantNumber]`	Warrant number.
`[WarrantType]`	Warrant type.
`[WarrantStatus]`	Warrant status.
`[WarrantCaseNumber]`	Warrant case number.
`[WarrantBondNumber]`	Warrant bond number.
`[WarrantIssueDate]`	Warrant issue date.
`[WarrantJudge]`	Warrant judge.
`[WarrantURL]`	Warrant URL.

Conditional Labels​

Available Merge Tags​

Agency​

Assigned User​

Assigned Organization​

Client​

Contact​

Next Event​

Event​

Links and Portals​

Location​

Judge​

Case​

Attorney​

Payment​

Schedule​

Date and Time​

Utility​

Check-In​

File​

Warrant​