1. Feature Overview
This article lists the various mail merge fields available in the Universal Telephony Connector (UTC).
2. Prerequisites
- The Universal Telephony Connector is a paid connector, to enable it contact support@leadsquared.com.
- You must be an Administrator user to access the connector configuration.
3. Click2Call Mail Merge Fields
Note: The following click 2 call parameters have been deprecated –
@customerNumber@agentNumber@virtualNumber
Refer to the table below for alternatives.
| Fields | Description |
| Virtual Number Fields – | |
@VirtualNumberWithoutCC | Virtual Number/Display Number/Caller ID/DID without country code |
@VirtualNumberWithCC | Virtual Number/Display Number/Caller ID/DID with country code |
@VirtualNumberTag | Tag Configured for Virtual Number/Display Number/Caller ID/DID |
| Entity Fields – | |
@entityId | This parameter is dynamic and gets resolved based on the calling context to either LeadID, OpportunityID, or TicketID. |
| Opportunity Fields – | |
@opportunityId | Opportunity Id |
@opportunityType | Opportunity Type |
@opportunityTelephonyMappingId | Opportunity – Telephony Mapping Id |
| Activity Fields – | |
@{Activity:ActivityEvent_Note, } | Activity notes |
@{Activity:Status, } | Activity status |
@{Activity:Owner, } | Activity owner |
@{Activity:mx_Custom_1, } | Custom activity field |
@{Activity:mx_Custom_2, } | Custom activity field |
@{Activity:mx_Custom_3, } | Custom activity field |
@{Activity:mx_Custom_4, } | Custom activity field |
@{Activity:mx_Custom_5, } | Custom activity field |
@{Activity:mx_Custom_6, } | Custom activity field |
@{Activity:mx_Custom_7, } | Custom activity field |
@{Activity:mx_Custom_8, } | Custom activity field |
@{Activity:mx_Custom_9, } | Custom activity field |
@{Activity:mx_Custom_10, } | Custom activity field |
| Lead Fields – | |
@{Lead:FirstName, } | Lead’s first name |
@{Lead:LastName, } | Lead’s last name |
@{Lead:EmailAddress, } | Lead’s email address |
@{Lead:Source, } | Lead’s source |
@{Lead:Notes, } | Notes on the lead |
@{Lead:Phone, } | Lead’s phone number |
@{Lead:Mobile, } | Lead’s mobile number |
@{Lead:Website, } | Lead’s website |
@{Lead:Company, } | Lead’s company |
@{Lead:JobTitle, } | Lead’s job title |
@{Lead:Score, } | Lead’s score |
@{Lead:CreatedOn, } | Lead creation date |
@{Lead:ModifiedOn, } | Lead modified date |
@{Lead:LeadConversionDate, } | Lead conversion date |
@{Lead:mx_Street1, } | Lead’s address 1 |
@{Lead:mx_Street2, } | Lead’s address 2 |
@{Lead:mx_City, } | Lead’s city |
@{Lead:mx_State, } | Lead’s state |
@{Lead:mx_Country, } | Lead’s country |
@{Lead:mx_Zip, } | Lead’s zip code |
@{Lead:OwnerIdName, } | Lead owner |
@{Lead:OwnerIdEmailAddress, } | Lead owner’s email id |
@{Lead:CreatedByName, } | Lead created by |
@{Lead:ModifiedByName, } | Lead modified by |
@{Lead:SourceCampaign, } | Source campaign |
@{Lead:SourceContent, } | Source content |
@{Lead:EngagementScore, } | Engagement score |
@{Lead:Revenue, } | Lead value |
@{Lead:TwitterId, } | Lead’s Twitter id |
@{Lead:FacebookId, } | Lead’s Facebook ID |
@{Lead:LinkedInId, } | Lead’s LinkedIn ID |
@{Lead:SkypeId, } | Lead’s Skype ID |
@{Lead:GTalkId, } | Lead’s Google Talk ID |
@{Lead:GooglePlusId, } | Lead’s Google Plus ID |
@{Lead:PhotoUrl, } | Photo URL |
@{Lead:CurrentOptInStatus, } | The current opt-in status |
@{Lead:OptInDate, } | Lead opt-in date |
@{Lead:OptInDetails, } | Lead opt-in details |
@{Lead:LastOptInEmailSentDate, } | The last opt-in email date |
@{Lead:LeadAge, } | Lead’s age |
@leadId | Lead Id |
@leadPhone | Lead Phone number without country code |
@PhoneNumberWithCountryCode | Lead Phone number with country code |
@CountryCode | Lead’s country code |
@{Lead:ProspectAutoId,} | |
| Account Fields – | |
@{Account:City , } | Account’s city |
@{Account:CompanyName , } | Account’s company name |
@{Account:Country , } | Account’s Country |
@{Account:Fax , } | Account’s fax number |
@{Account:Phone , } | Account’s phone number |
@{Account:State , } | Account’s state |
@{Account:Street1 , } | Account’s street address 1 |
@{Account:Street2 , } | Account’s street address 2 |
@{Account:TimeZone , } | Account’s time zone |
@{Account:Website , } | Account’s website |
@{Account:Zip , } | Account’s zip code |
@{Account:ShortCode , } | Account’s shortcode |
@{Account:Plan , } | Account’s plan |
| User Fields – | |
@{User:EmailAddress , } | Agent’s email address |
@{User:FirstName , } | Agent’s first name |
@{User:FullName , } | Agent’s full name |
@{User:LastName , } | Agent’s last name |
@{User:MiddleName , } | Agent’s middle name |
@{User:AssociatedPhoneNumbers , } | Agent’s associated phone numbers |
@{User:UserId , } | Agent’s user Id |
@{User:AccessKey , } | Agent’s access key |
@AgentNumberWithCC | Agent Number with country code |
@AgentNumberWithoutCC | Agent Number without country code |
@agentName | User Name |
@agentEmail | User Email Address |
@{User:TeamId,} | Team Id |
@{User:GroupIds,} | Comma-separated IDs of groups that the user belongs to |
4. Call Disposition Mail Merge Fields
| Fields | Description |
@agentNumber | Agent’s number |
@customerNumber | Customer’s number |
@virtualNumber | Virtual number |
@agentName | Agent’s name |
@agentId | Agent’s ID |
@callSessionId | Call session ID |
@ucid | UCID |
@campaignId | Campaign ID |
@notes | Call notes |
@comments | Comments |
@date | Date |
@dispositionValue | Configured disposition value |
@{User:emailAddress,} | Agent’s email address |
@{User:FirstName,} | Agent’s first name |
@{User:FullName,} | Agent’s full name |
@{User:LastName,} | Agent’s last name |
@{User:MiddleName,} | Agent’s middle name |
@{User:AssociatedPhoneNumbers,} | Agent’s associated phone number |
@{User:UserId,} | User Id |
@{User:AccessKey,} | Agent’s Access Key |
@{User:SecretKey,} | Agent’s Secret Key |
5. Agent Panel Mail Merge Fields
| Fields | Description |
@{User:Address,} | Agent’s address |
@{User:AssociatedPhoneNumbers,} | Agent’s associated phone numbers |
@{User:AutoUserId,} | |
@{User:Availability,} | Agent’s availability |
@{User:AvailabilityStatus,} | Agent’s availability status |
@{User:CheckinCheckoutHistoryId,} | Agent’s check-in check-out history Id |
@{User:City,} | Agent’s City |
@{User:Country,} | Agent’s Country |
@{User:CreatedBy,} | Created By |
@{User:CreatedOn,} | Created On |
@{User:mx_Custom_1,} | Custom Agent field 1 |
@{User:mx_Custom_2,} | Custom Agent field 2 |
@{User:mx_Custom_3,} | Custom Agent field 3 |
@{User:mx_Custom_4,} | Custom Agent field 4 |
@{User:mx_Custom_5,} | Custom Agent field 5 |
@{User:mx_Custom_6,} | Custom Agent field 6 |
@{User:mx_Custom_7,} | Custom Agent field 7 |
@{User:mx_Custom_8,} | Custom Agent field 8 |
@{User:mx_Custom_9,} | Custom Agent field 9 |
@{User:DateFormat,} | Date Format |
@{User:DateOfBirth,} | Agent’s date of birth |
@{User:DateOfJoining,} | Agent’s date of joining |
@{User:DateOfResignation,} | Agent’s date of resignation |
@{User:DeletionStatusCode,} | Deletion status code |
@{User:Department,} | Agent’s department |
@{User:Designation,} | Agent’s designation |
@{User:EmailAddress,} | Agent’s email address |
@{User:EmployeeId,} | Agent’s employee Id |
@{User:FirstName,} | Agent’s first name |
@{User:mx_Custom_Gender,} | Agent’s gender |
@{User:HolidayCalendarId,} | Agent’s holiday calendar Id |
@{User:ImportId,} | Agent’s import Id |
@{User:IsAdministrator,} | Is Agent an administrator |
@{User:IsAgencyUser,} | Is Agent an agency user |
@{User:IsBillingUser,} | Is billing user |
@{User:IsCheckedIn,} | Is Agent checked in |
@{User:IsCheckInEnabled,} | Is check-in enabled |
@{User:IsDefaultOwner,} | Is default owner |
@{User:IsEmailSender,} | Is email sender |
@{User:IsEmployee,} | Is employee |
@{User:IsPhoneCallAgent,} | Is phone call agent |
@{User:IsSoftPhoneEnabled,} | Is the agent’s softphone enabled |
@{User:IsWorkingToday,} | Is the agent working today |
@{User:LastCheckedIpAddress,} | Last checked IP address |
@{User:LastCheckedOn,} | Agent’s last checked on |
@{User:LastName,} | Agent’s last name |
@{User:ManagerUserId,} | User ID of agent’s manager |
@{User:MiddleName,} | Agent’s middle name |
@{User:ModifiedBy,} | Modified by |
@{User:ModifiedOn,} | Modified on |
@{User:ModifyAllLeadsOfGroup,} | Modify all leads of group |
@{User:OfficeLocationName,} | Agent’s office location |
@{User:Team,} | Agent’s team |
@{User:TemplateNames,} | Permission templates |
@{User:PhoneMain,} | Agent’s main phone |
@{User:PhoneMobile,} | Agent’s mobile phone |
@{User:PhoneOthers,} | Agent’s other phone numbers |
@{User:PhotoUrl,} | Agent’s photo URL |
@{User:Role,} | Agent’s role |
@{User:Groups,} | Agent’s group |
@{User:SalesRegions,} | Agent’s sales regions |
@{User:Signature_Html,} | Agent’s signature HTML |
@{User:Signature_Text,} | Agent’s signature text |
@{User:Skills,} | Agent’s skills |
@{User:State,} | Agent’s state |
@{User:StatusCode,} | Agent’s status code |
@{User:StatusReason,} | Agent’s status reason |
@{User:TeamId,} | Agent’s team Id |
@{User:TelephonyAgentId,} | Telephony Agent’s Id |
@{User:TimeZone,} | Agent’s timezone |
@{User:UserID,} | Agent’s user ID |
@{User:UserType,} | Agent’s user type |
@{User:ViewAllLeadsOfGroup,} | View all leads of group |
@{User:WorkDayTemplateId,} | Workday template Id |
@{User:ZipCode,} | Agent’s zip code |
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