What Are Custom Merge Fields?
Custom Merge Fields allow you to display personalized data inside your pages.
You can pull in:
Standard CRM fields (first name, email, etc.)
Custom CRM fields (experience level, birthday, membership status, etc.)
This data is synced from your connected app and can be displayed dynamically for each user.
Example use cases:
“Welcome back, {{First Name}}”
Displaying a user’s subscription tier
Showing a renewal date
Displaying experience level or onboarding status
How to Set Up Custom Merge Fields
Step 1: Connect Your CRM
Custom Merge Fields require a connected app.
Go to Settings
Click Workspace
Select Connectors
Connect your CRM (e.g. Keap, ActiveCampaign, etc)
Once connected, you can configure which fields are available inside CustomerHub.
Step 2: Add Fields in Connectors
After connecting your CRM:
Open the connected app inside Connectors
Click on the ellipsis dropdown and select Options
Locate the Fields or Custom Fields section
Select the fields you want to sync
Save
Selected fields will now:
Be available for merge into pages
Appear on the user record inside CustomerHub
Where Custom Fields Appear in CustomerHub
Custom fields are visible on the user record.
To view:
Go to Users
Open a user
Navigate to the Custom Fields tab
This allows admins to:
Verify synced data
Audit field values
Confirm personalization accuracy
How to Insert a Merge Field Into a Page
Go to Products or Pages
Edit the page
Click inside a text block
Select Insert Merge Field
Choose the desired field
Save the page
Publish
The field will display dynamically for each logged-in user.
How Merge Fields Work
When a user views the page:
CustomerHub pulls their field value from the connected app
The placeholder is replaced with their actual data
Each user sees personalized content
If a field has no value:
Nothing will display in its place
Consider structuring sentences so they still read naturally
Example:
Instead of:
“Your experience level is {{Experience Level}}.”
You may write:
“Experience Level: {{Experience Level}}”
This prevents awkward phrasing if the field is blank.
Common Personalization Use Cases
Custom Merge Fields are commonly used for:
Name personalization
Membership level display
Subscription renewal dates
Coaching progress metrics
Experience level indicators
Custom account identifiers
They allow you to turn static pages into dynamic experiences.
Troubleshooting Display Issues
If a field does not display correctly:
Check 1: Is the CRM connected?
Go to Settings → Workspace → Connectors
Check 2: Is the field enabled inside the connector?
Ensure it has been selected and saved.
Check 3: Does the user have a value for that field?
Check the Custom Fields tab on the user record.
Check 4: Is the page published?
Merge fields only render on Live pages.
Best Practices
Keep field names clear and consistent
Avoid over-personalizing every sentence
Always test with a real user account
Structure sentences so blank values don’t break formatting
Document which CRM fields are used for key pages
Important Notes
Merge fields only work for logged-in users
Data is synced from your connected app
Changes in the CRM will reflect inside CustomerHub