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Merge Codes that Work Inside the Customizer

Passing Data through the URL in Contact Buttons

By Tom Bristol
October 6, 2022

Query Values for Contacts:

(You can include a contact's information in the URL (link) of a contact button.)

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 (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}}

Example for how Custom Fields Look:

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}}

Query Values for User Information:

(These will also be merged for inside of Menu Items & Buttons.)


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}}

EXAMPLE USE-CASES:

Let's say you wanted to populate the User's first name & email on a funnel page you use to book tech support meetings. To make this happen, you'll need to do two things:

  • append the destination URL with a query string
    ?user_name={{user.first_name}}&user_email={{user.email}}

  • add the Query Key(s) somewhere on your funnel page
    {{user_name}} and {{user_email}}

What this looks like:

Destination URL with Query String:
https://app.yourdomain.com/v2/preview/XXXXXXXXXXXXXXXXXXXX?user_name={{user.first_name}}&user_email={{user.email}}

Funnel Page with Query Keys:
You would need to add {{user_name}} and {{user_email}} as text somewhere on the page (can be regular text, or a button).

You would give the Destination URL to your user to open, and the funnel page would merge and populate the Query Keys with the Query Values - in this case, the Query Values are populated by HighLevel, based on the User's information that clicks the link.

Funnel Merge Codes

Contact > First name: {$first_name}
Contact > Last name: {$last_name}
Contact > Email: {$email}
Contact > Phone: {$phone} or **{$phone_raw}
Contact > Phone (For trigger links & UTM): Tel:{$phone_raw}
Contact > Company name: {$company_name}
Contact > Full Address: {$full_address}
Contact > Address 1: {$address1}
Contact > City: {$city}
Contact > State: {$state}
Contact > Postal Code: {$postal_code}
Contact > Date of Birth: {$date_of_birth}
Contact > Source: {$source}
Contact > Website: {$website}

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