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Reference

Merge tag reference

Every merge tag you can use in JoinCPR email templates, such as the student name, class date, location and receipt number, and what each one prints.

Updated · JoinCPR help center

Merge tags are placeholders you type into email templates. Write them exactly as shown, with double braces and no spaces. Unknown tags are left as literal text.

Common tags (every student email)

Tag Output
{{student_name}} Full name
{{student_first_name}} First name
{{student_email}} Email address
{{company_name}} Your company name

Class tags

Tag Output
{{class_name}} Class title (or course name)
{{class_date}} "Monday, April 15, 2026"; multi-day classes list every day with times
{{class_time}} "9:00 AM – 1:00 PM", or "See dates above" for multi-day classes
{{class_location}} Location name and address, or "TBD". For an online class: "Online (Zoom Classroom) — https://zoom.us/…"
{{class_address}} Address only; the meeting link for an online class
{{meeting_link}} Online classes only: a Join Online Class button plus the joining instructions. Empty otherwise.
{{online_prework}} Blended courses only: the "Before class" note and a Start the Online Part button. Empty otherwise.

Payment and receipt tags

Tag Output
{{amount_paid}} "$75.00" or "Free"
{{payment_date}} Date of payment
{{payment_status}} "Paid", "Free", "Payment due" or "Refunded"
{{receipt_note}} "Your receipt RCPT-… is attached to this email as a PDF." or nothing
{{receipt_number}} e.g. RCPT-12-2026-00042
{{payment_method}} "Visa ending in 4242", "Cash", etc.
{{receipt_items}} An itemised table: class, add-ons, discount, total, refunds
{{receipt_link}} A button to the receipt in the student's account (needs student login enabled)

Certification tags

Tag Output
{{certificate_number}} The certificate number for certificates you issue yourself; the provider card number (if recorded) otherwise
{{certificate_number_line}} A "Certificate #" or "Card number" list item, or nothing when there is no number to show
{{certificate_note}} "You can view and download your certificate from your account." or, for provider courses, a note that the card comes from the certifying body
{{course_name}} Course name
{{issued_date}} Issue date
{{expiration_date}} Expiry date or "No expiration"
{{expiry_date}} Expiry date (Certification Expiring)
{{days_until_expiry}} Whole days remaining
{{renewal_link}} A Find a Renewal Class button to your schedule filtered to the course (empty if the renewal link setting is off or you have no portal address)
{{certification_validity}} "2 years", "6 months" or "does not expire" (Post-Class Follow Up)

Tags for specific templates

Template Extra tags
Class Rescheduled {{new_class_dates}}, {{old_class_dates}}, {{location_name}}, {{location_address}}, {{reschedule_note}}
Registration Transfer {{new_class_name}}, {{new_class_date}}, {{new_class_time}}, {{new_location_name}}, {{new_location_address}}, {{old_class_name}}, {{old_class_date}}, {{transfer_note}}
Refund Processed {{refund_amount}}, {{refund_note}}, {{receipt_note}}, {{receipt_number}}, {{receipt_link}}
Post-Class Follow Up {{location_name}}, {{instructor_name}} (comma-separated, or "N/A"), {{certification_validity}}, {{renewal_link}}
Certification Expiring {{class_date}} (date the class was taken), {{expiry_date}}, {{days_until_expiry}}, {{renewal_link}}
Instructor Credential Expiring (Admin and Instructor) {{instructor_name}}, {{credential_name}}, {{issuing_organization}}, {{credential_number}}, {{expiry_date}}, {{company_name}}
Client Portal Invitation {{contact_name}}, {{company_name}}, {{invitation_url}}, {{expiry_date}}

Training request tags

The three training request templates use these instead of the student tags:

Tag Output Templates
{{contact_name}}, {{contact_first_name}} The requester All three
{{contact_email}}, {{contact_phone}} Their email; phone or "not given" All three
{{client_company}} The company asking for training All three
{{requested_course}} The course they asked for, their own words, or "Not sure" All three
{{headcount}} How many people, or "not given" All three
{{preferred_dates}} Their dates or timeframe, or "flexible" All three
{{delivery}} "At their site", "At our location", "Online" or "Not sure yet" All three
{{request_message}} Their message, as a paragraph (empty when none) All three
{{request_link}} Open Request button to the dashboard New Training Request (Staff)
{{class_link}} Registration Link for Your Staff button Private Class Scheduled (which also accepts the class tags)

{{company_name}} is still your company.

Waitlist tags

The three waitlist templates accept the common and class tags plus:

Tag Output Templates
{{waitlist_position}} Place in line, e.g. "3rd" Waitlist Confirmation, Waitlist Spot Available
{{seats_requested}} Seats the student asked for Waitlist Confirmation, Waitlist Spot Available
{{waitlist_link}} Button to the page where they can see their place or leave the list Waitlist Confirmation, Waitlist Spot Available
{{offer_expires_at}} When the held seat is released, e.g. "Wednesday, April 16 at 3:15 PM" Waitlist Spot Available, Waitlist Offer Expired
{{offer_link}} Claim Your Spot button that opens checkout with the held seat Waitlist Spot Available
{{rejoin_link}} Rejoin the Waitlist button Waitlist Offer Expired

Which templates accept which groups

Template Common Class Payment Receipt Certification
Registration Confirmation ✓ ✓ ✓
Registration Cancelled ✓ ✓
Waitlist Confirmation / Spot Available / Offer Expired ✓ ✓
Class Reminder ✓ ✓
Payment Receipt ✓ ✓ ✓ ✓
Certification Issued ✓ ✓
Class Completed ✓ ✓ ✓
Welcome Email ✓
Refund Processed ✓ ✓ plus refund tags
Class Rescheduled, Registration Transfer ✓ see table above

The Available Merge Tags box on the template page always shows the exact list for the template you are editing.

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