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User Merge Fields: Personalize Your Pages with Dynamic Data

Use merge fields to show each logged-in member their own data on your pages, using built-in user and app fields plus custom fields synced from a connected CRM.

🧭 Overview

Merge Fields let you display personalized, dynamic content on your site pages. When a logged-in user views a page, merge field placeholders are automatically replaced with their actual data — creating a tailored experience without any manual effort.

CustomerHub supports two types of merge fields:

  • Built-in merge fields — Standard user profile data and app information that is always available (no setup required)

  • Custom CRM merge fields — Additional data synced from a connected CRM like Keap or ActiveCampaign (requires connector setup)

This article covers built-in merge fields first, then walks through setting up and using custom CRM merge fields.

📋 Built-In Merge Fields

Built-in merge fields are available in every CustomerHub account with no additional setup. They pull data directly from the user's profile and your app settings.

User Fields

These fields reference each logged-in user's profile record:

Field

Merge Code

First Name

{{ user.first_name }}

Last Name

{{ user.last_name }}

Full Name

{{ user.name }}

Email

{{ user.email }}

Phone

{{ user.phone }}

Website

{{ user.website }}

Bio

{{ user.bio }}

Avatar URL

{{ user.avatar_url }}

Instagram

{{ user.instagram }}

Facebook

{{ user.facebook }}

Twitter/X

{{ user.x_twitter }}

LinkedIn

{{ user.linkedin }}

App Fields

These fields reference your CustomerHub app settings and are the same for every user:

Field

Merge Code

App Name

{{ app.name }}

App Subdomain

{{ app.subdomain }}

Support Email

{{ app.support_email }}

Login URL

{{ app.login_url }}

⚠️ Note: User profile fields are populated when a user is created or when they update their profile. App fields pull from your app settings (Settings > App Settings).

📝 How to Insert a Merge Field Into a Page

Follow these steps to add a merge field to any page:

  1. Navigate to Products in the sidebar and open a product

  2. Click the CONTENT tab and select a page to open the Page Editor

  3. Double-click inside a Text block to open the formatting toolbar

  4. Click the Insert Merge Field button in the toolbar (see red box below)

  5. Select a field from the dropdown list

  6. Click Insert, then save the page

Text editor toolbar with Insert Merge Field button highlighted

Clicking the button opens the Insert Merge Field dialog. Select the field you want from the dropdown:

Insert Merge Field dialog

The dropdown lists all available merge fields — both built-in user/app fields and any custom CRM fields you have configured:

Merge field dropdown showing built-in user fields

💡 Tip: You can also type the merge code directly into a text block (e.g., {{ user.first_name }}) without using the dialog. The field will render the same way.

⚙️ How Merge Fields Work

When a logged-in user views a page containing merge fields:

  • CustomerHub looks up the field value from the user's profile or connected CRM

  • The placeholder is replaced with their actual data

  • Each user sees personalized content unique to them

If a field has no value for a particular user, nothing will display in its place. Structure your content so it reads naturally even when a field is blank.

💡 Tip: Instead of "Your experience level is {{ user.keap.ExperienceLevel }}," write "Experience Level: {{ user.keap.ExperienceLevel }}" so the sentence still makes sense if the value is empty.

🔧 Custom CRM Merge Fields

In addition to the built-in fields above, you can pull in Custom Merge Fields from a connected CRM. These let you display CRM-specific data like experience level, membership status, birthday, company, renewal dates, and more.

Step 1: Connect Your CRM

  1. Navigate to Connectors in the admin sidebar

  2. Find your CRM (e.g., Keap, ActiveCampaign, HighLevel)

  3. Click Connect and follow the prompts to authorize the connection

Connectors page showing available connectors

Step 2: Add Custom Fields

After connecting your CRM:

  1. Open the Connectors page

  2. Click the three-dot menu (⋮) on your connected CRM and select Options

  3. Scroll down to the Merge Fields section (e.g., "Keap Merge Fields")

  4. Use the dropdown to select the CRM field you want to sync

  5. Click Add Field, then Save

Keap connector three-dot menu showing Options

The Merge Fields section shows configured fields with their type (Standard or Custom) and the merge code syntax:

Keap Merge Fields configuration section

Configured fields appear in the table below with their merge code syntax. Custom CRM fields use the format {{ user.keap.field_name }}:

Configured merge fields table showing Keap fields

Once configured, custom CRM fields appear alongside the built-in fields in the Insert Merge Field dropdown when editing a text block:

Merge field dropdown showing custom Keap fields

Fields sync automatically when added and whenever contact data changes in the CRM. CustomerHub manages this sync — no manual action is needed.

📍 Where to View Synced Data

You can verify synced connector data on individual user records:

  1. Go to Users in the sidebar

  2. Open a user's profile

  3. Click the Settings tab (1)

  4. View the Connector info section (2) — this shows all connected CRMs and their sync status

User Settings tab showing Connector info section

Use this to verify that a user's CRM data is synced correctly before relying on custom merge fields in your pages.

💡 Common Use Cases

  • Welcome personalization — "Welcome back, {{ user.first_name }}"

  • Membership level display — Show a user's current tier or plan from your CRM

  • Subscription renewal dates — Display when a membership renews

  • Coaching progress metrics — Show personalized progress data synced from your CRM

  • Experience level indicators — Display beginner, intermediate, or advanced labels

  • Login page branding — Use app merge fields like {{ app.name }} to keep pages consistent with your brand

🛠️ Troubleshooting

If a merge field does not display correctly, check the following:

  • Is the user logged in? — Merge fields only render for logged-in users

  • Is the page published? — Merge fields render on Live pages, not in the editor

  • Does the user have a value? — Check the user's profile or Settings > Connector info for synced data

  • Is the CRM connected? (for custom fields) — Go to Connectors and verify the connection is active

  • Is the field enabled? (for custom fields) — Open the connector Options and ensure the field has been added and saved

✅ Best Practices

  • Plan for blank values — Structure sentences so missing data doesn't break the formatting

  • Test with a real user — Log in as a test user to verify merge fields render correctly

  • Keep it strategic — A few well-placed merge fields are more effective than personalizing every sentence

  • Use consistent field names — Keep CRM field names clear and descriptive

  • Document your fields — Track which CRM fields are used on which pages

⚠️ Important: Merge fields only work for logged-in users. Data synced from a connected CRM will automatically reflect inside CustomerHub when it changes in your CRM.

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