Merge Fields let you automatically personalize projects created from Playbooks by pulling in dynamic data—like customer names, product details, or account manager info—from OnRamp or your CRM. Instead of manually editing every new project, you set it once and let automation do the heavy lifting. Less typing, more onboarding magic. ✨
What Are Merge Fields?
Merge Fields are placeholders you add to Playbooks that automatically populate with real data when a project is created. They help you tailor project names, messages, tasks, and more—instantly and consistently.
You can use Merge Fields across:
Projects
Modules
Tasks
Subtasks
Example
[Customer Account Name] | [Customer Contact Name] | [Onboarding Product Name] | [Customer ID]
→ Kryptonite Inc | Clark Kent | Cape Cleaning | CC-22344
This means every project feels custom-built, even though it’s fully automated. 🧠💡
Where You Can Use Merge Fields
Merge Fields can be added almost anywhere text appears in a Playbook, including:
Project-Level Fields
Project Name (internal & customer-facing)
Project Description (internal only)
Project Welcome Message (internal & customer-facing)
Common uses
Customer account or contact name
Product being onboarded
Account manager name and contact info
Links to CRM records or booking calendars
Module, Task, and Subtask Fields
Module Name
Task Name
Task Description
Subtask Name
Subtask Description
Text instruction subtasks
Paragraph form elements
Examples
Introduction to [Product Name]
Meet Your Implementation Specialist: [Account Manager Name]
A task description that includes phone, email, or a scheduling link—all auto-filled.
When Should You Use Merge Fields?
Use Merge Fields when you want onboarding projects to:
Feel personalized from the moment they’re created
Pull in data like account names, owners, or links automatically
Start immediately—no post-creation cleanup required
If you’re scaling onboarding, this is your secret weapon. 🚀
Merge Fields vs. Data Fields vs. Task Fields
These tools work together, but they serve different purposes:
Merge Fields
Display dynamic information to admins and customers
Can pull data from external systems (like Salesforce)
Used for personalization across projects, tasks, and messages
Data Fields
Store and display information inside OnRamp
Can be filled manually or via automation
Live on projects and can appear in the portal
Task Fields / Forms
Control how customers complete tasks
Collect responses (text, dropdowns, uploads, etc.)
Can include Data Fields, but not Merge Fields directly
Think of it this way:
Merge Fields show info. Data Fields store info. Task Fields collect info. 🧩
Set Up Merge Fields
Step 1: Add Merge Fields to a Playbook
Use Merge Fields anywhere you want content automatically populated when a project is created.
Go to Library → Playbooks
Open a Playbook
Click the Merge Fields tab
In supported text areas, type
/mergeand select the field you want
Supported areas include:
Project Name
Project Description
Project Welcome Message
Module Name
Task Name & Description
Subtask Name & Description
Text instruction subtasks
Paragraph form elements
Step 2: Map Merge Fields in a Workflow
Merge Fields come to life when mapped in a Workflow.
Go to Workflows
Choose a trigger
Example: Salesforce → Opportunity = Closed Won
Add an action to Create Project from Playbook
Map values for:
Project Name
Project Data Fields
Project Merge Fields
Save and Publish the workflow
That’s it. From here on out, projects create themselves—fully personalized and ready to roll. 🎉
Tips & Troubleshooting
If a Merge Field shows as blank, double-check that the workflow is mapping a value to it.
Keep Merge Field naming consistent to make Playbooks easier to maintain.
Test workflows with a sample record before going live—future you will be grateful.