Templates can reference data via merge tokens. The set of available tokens depends on the context the template is rendered in — different features expose different tokens. Knowing what's available means you can pull in the exact data you need without falling back to hand-coding values.
Universal tokens (always available)
##AMDATA_ID##— the row ID (integer).##AMDATA_fieldname##— any field on the relevant row, by row name. So if your datastore has acompanynamefield, use##AMDATA_companyname##.##SITE_URL##— the platform's base URL (e.g.https://app.acme.com).##SITE_NAME##— the configured website title.##RECIPIENT_EMAIL##— the email address the message is being sent to.##RECIPIENT_NAME##— the recipient's name (if known).##NOW##— current timestamp formatted per Site Settings → Date/Time.##TODAY##— current date.
UIV-specific tokens
When the template is sent in the context of a UIV stage:
##REFNUMBER##— the request's reference number (with prefix).##STAGENAME##— the name of the stage the request is at.##STAGENUM##— the numeric stage number.##REQUESTURL##— direct link to the request's stage page.##AUTHORISER_NAME##— the current stage's assigned authoriser.##REQUESTER_NAME##— the person who submitted the request.##NOTES##— any notes the authoriser added when actioning the stage.
Password reset tokens
When the template is a password reset email:
##RESETURL##— the unique reset link.##EXPIRESIN##— when the link expires (in minutes).##USER_NAME##— the user's display name.
Cart tokens
When the template is sent in the context of an eCommerce order:
##ORDERTOTAL##— formatted total.##LINEITEMS##— formatted list of items (HTML or plain depending on template).##ORDER_REF##— order reference number.##SHIPPING_ADDRESS##— formatted shipping address.##BILLING_ADDRESS##— formatted billing address.##PAYMENT_METHOD##— the payment method used.
Date/time formatting in tokens
Date and DateTime fields render in the format configured in Site Settings → Date/Time. For custom formatting per template, use the platform's date-formatting helper in a custom function and return a pre-formatted string.
Conditional content
For conditional sections in templates ("if status is X, show this paragraph; if Y, show that paragraph"), the platform's template syntax supports basic conditionals. Use HTML comments combined with ##IF_## tokens, or for complex logic delegate to a Custom PHP Code field that returns the right HTML based on row data.
Three real-world templates with tokens
Example 1: UIV approval email
Subject: Your request ##REFNUMBER## was approved
Body: "Hi ##REQUESTER_NAME##, your request ##REFNUMBER## for ##AMDATA_subject## was approved by ##AUTHORISER_NAME##. ##NOTES##. View the request at ##REQUESTURL##."
Example 2: Welcome email
Subject: Welcome to ##SITE_NAME##
Body: "Hi ##RECIPIENT_NAME##, welcome to ##SITE_NAME##! Your account is now active. Sign in at ##SITE_URL## to get started."
Example 3: Order confirmation
Subject: Order ##ORDER_REF## confirmed
Body: "Thanks for your order, ##RECIPIENT_NAME##. Your order ##ORDER_REF## for ##ORDERTOTAL## is confirmed. Items: ##LINEITEMS##. We'll ship to: ##SHIPPING_ADDRESS##."