What is the Email Merge Field Extension?

The Email Merge Field Extension is a standardized feature in the CyberGrants platform that allows custom field data to be dynamically merged into standard email and eSignature templates. Its purpose is to personalize communications and documents using structured data drawn from core platform tables. 

Core Functionality 

This extension enables customers to: 

• Dynamically populate an unlimited number of email or eSignature templates using merge fields.
• Include up to ten simple merge fields—or up to five if any are complex—across your selected templates.
• Use values from specific tables
  • Organization
  • Request
  • EG Request (EG Request fields can only be used with email events, as they are not applicable for eSignature templates.) 

These fields are rendered as-is and provide a static snapshot of the field's data at the time the email or document is generated. 

Supported Custom Field Types 

The extension supports a range of standard custom field types, including: 

Workflow and Use Case Example 

Consider a scenario where a program administrator wants to include the applicant’s requested grant amount and submission date in their application confirmation email. By configuring these as merge fields sourced from the Request table, the email template will auto-populate these values, ensuring a personalized message. 

If that same data also needs to appear in a digitally signed approval letter, each field must be added to the eSignature document. 

Technical Specifications 

• The merge fields are static; values are drawn directly from system tables without logic applied.
• Fields must exist in the designated standard tables and cannot be computed or concatenated.
• Customization or UI changes are not supported.
• Each usage of a merge field is treated as a unique implementation. 

This structured and standardized extension allows customers to enhance email and document relevance while maintaining system integrity and minimizing custom development.