Email blocks and merge fields

4 min readUpdated 3 Nov 2026Advanced

A block is a section of an email, such as a heading, product list, totals or button. You arrange blocks to build the message.

A merge field inserts information from the actual customer or sale, such as the customer’s name or document number. This lets one reusable email design contain the correct details for each recipient.

Use the editor’s Insert detail picker to add supported fields. The reference below explains the available blocks and details.

Before you start

Open the editor

Follow Edit and publish your email designs to open a template.

Insert supported details

Type a slash or use Insert detail instead of guessing a field name.

The Insert detail list beside the Subject line — Each detail shows the field it inserts, such as {{documentNumber}}.

Structure blocks

Block	Purpose
Header	Places the logo at the top of the email.
Heading	Adds a heading to organize the message.
Text	Adds written content and supported order details.
Divider	Separates parts of the email.
Footer	Provides the closing area.

Keep the structure short enough for the customer to find the required action. Preview the design on both desktop and mobile before publishing.

Order blocks

Block	Purpose
Message	Shows the message staff enter when sending. Each template must have exactly one.
Amount summary	Highlights the payment summary. When fully paid controls the paid wording instead of a zero balance request.
Order progress	Shows the order's progress.
Details	Presents order information together.
Line items	Lists items. Show each item's choices adds their options and starts off.
Totals	Shows the order totals.

For a Linden Sofa quote, item choices can explain Sage Velvet and Feather Blend. Check the result on Olivia Bennett's quote before deciding how much item detail the email needs.

Action and extra blocks

Block	Purpose
Button	Adds an action for the recipient.
Callout	Highlights supporting information.
Promo	Adds promotional content and raises a promotional-content warning.
Contact	Displays contact information.
Custom HTML	Accepts content through its Code field and remains subject to the editor's checks.

The editor's add-block list — Scroll the list for the last blocks.

The unsubscribe link, portal PIN beside a portal link, What changed in quote emails, and one-click unsubscribe headers are added when sending. They cannot be removed from the template.

Merge fields: Document

The Document group contains the following picker labels.

Detail	Information inserted
Document type (Quote/Order)	The type of document.
Document number	Its identifying number.
Reference (after the number)	The reference associated with the document.
Status	The record's status.
Customer status message	The status wording intended for the customer.
Created date	When the document was created.
Quote due date (next business day)	The expected quote date.
Quote due (by date, or soon)	A due phrase, or soon when a date isn't available.
Item count	The number of items.
View quote link	A link to view the quote.
Customer portal link	The customer's portal route when available.
Customer portal PIN	The PIN accompanying portal access.
View invoice link	A link to the invoice.
Track order link	The public tracking link.
Pay now link	The available payment route.
Call-to-action label	The action's label.

Use My orders and tracking to understand the tracking destination. Use The customer portal for portal access and PIN behavior.

Merge fields: Customer and Store

Detail	Information inserted
Customer name	The customer's name.
Customer first name	Their first name.
Thanks, first name	A greeting that falls back to Thanks without a first name.
Company name	The store's company name.
Consultant name	The consultant's name.
Consultant first name	Their first name.
Company address	The store's company address.
First item category	The first item's category.

Merge fields: Totals and Purchase order

Detail	Information inserted
Subtotal	The subtotal.
Discount amount	The discount amount.
Shipping amount	The shipping charge.
Tax amount	The tax amount.
Tax rate	The tax rate.
Deposit amount	The deposit amount.
Deposit rate	The deposit percentage.
Total	The total.
Total incl. tax	The total including tax.
Balance due	The outstanding balance.
Currency code	The currency identifier.
Store currency note	The store-currency note.
Vendor name	The vendor in a purchase-order email; empty in a customer email.

Unknown plain fields print empty. Loops, conditionals, partials, and triple-brace expressions are refused before publication. Use the picker for ordinary order details instead of adding template logic.

Example: acknowledge Olivia's request

Thanks, first name produces “Thanks, Olivia” for Olivia Bennett. Without a first name, it produces “Thanks.” Quote due (by date, or soon) supplies a due-date phrase or “soon.”

Those details fit the acknowledgment for Olivia's Linden Sofa request. They don't turn an unpriced request into a priced quote.

If something goes wrong

A detail is empty

Check whether the order has that value and whether the field belongs in this email type.

Publication is refused

Check for unsupported merge syntax and make sure there is exactly one Message block.

The unsubscribe link remains

It is added when sending and cannot be removed from the design.