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Merge fields are placeholders in email templates that get replaced with actual data at send time. Monterey supports a four-tier merge field system.

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Field categories

Sourced from MSSQL legacy ERP queries at send time. These provide per-recipient personalization.Examples: {{first_name}}, {{last_name}}, {{account_number}}, {{balance_due}}Each field includes a source mapping that tells the campaign orchestrator which MSSQL column to pull from.

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Managing custom merge fields

OperationEndpoint
List fieldsGET /workspace-merge-fields/
Get fieldGET /workspace-merge-fields/{id}
CreatePOST /workspace-merge-fields/
UpdatePUT /workspace-merge-fields/{id}
DeleteDELETE /workspace-merge-fields/{id}
Deleting a merge field is blocked if it’s currently used in any template. Remove references from templates first.

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Listing available fields

Both templates and campaigns provide a merge fields endpoint that returns all available fields grouped by category: 
# From the templates context
curl http://localhost:8000/email-templates/merge-fields \
  -H "Authorization: Bearer <token>" \
  -H "workspace_id: <workspace-id>"

# From the campaigns context
curl http://localhost:8000/email-campaigns/merge-fields \
  -H "Authorization: Bearer <token>" \
  -H "workspace_id: <workspace-id>"