Dynamic fields save time by automatically inserting key information like contact names, due dates, or custom details, into your requests, emails, and instructions.
Instead of typing the same information repeatedly, or manually personalising each request, Gatheroo fills in the correct value when the request is sent or viewed.
What are dynamic fields?
Dynamic fields are placeholders you insert into any editor in Gatheroo.
When a client opens their request, each placeholder is replaced with the actual value pulled from the contact record, the request settings, or your account details.
They can be used in welcome messages, field instructions, templates, and emails.
To insert a dynamic field, right-click inside any editor field and select from the dropdown list.
Use Control-click on a Mac.
You can also type the field code directly if you prefer.
| Label | Code |
| Contact Company Name | {{contact_company_name}} |
| Request Name | {{request_name}} |
| Request Owner First Name | {{request_owner_first_name}} |
| Request Owner Full Name | {{request_owner_full_name}} |
| Request Owner Email | {{request_owner_email}} |
| My Company Name | {{my_company_name}} |
| Request Due Date | {{request_due_date}} |
Use the Preview button in the top-right of each editor to see how the field will appear to your client before sending.
Default dynamic fields
These fields come pre-loaded in Gatheroo and work out of the box.
Contact fields: individual (personalised per recipient)
These fields pull in the details of the specific contact viewing the request. When a request is sent to multiple people, each person sees their own information.
| Label | Code |
| Contact First Name | {{contact_first_name_single}} |
| Contact Full Name | {{contact_full_name_single}} |
Example: A request sent to two business partners.
One sees “Hi Sarah”, the other sees “Hi James” although they are looking at the same section.
Contact fields: all contacts (same for all recipients)
These fields pull in the details of everyone attached to the request. Every recipient sees the same value, regardless of who is viewing it.
| Label | Code |
| Contacts First Name | {{contact_first_name_all}} |
| Contacts Full Name | {{contact_full_name_all}} |
Example: The same request sent to two business partners.
Both see “Hi Sarah, James”.
Which one should I use?
Use the individual fields (_single) when you want to personalise the experience for each recipient.
Use the all-contacts fields (_all) when you want to acknowledge everyone attached to the request, useful for joint applications or shared engagements where it’s important all parties know who else is involved.
Request and account fields
These fields pull in details about the request itself or your Gatheroo account.
They display the same value for all recipients.
| Label | Code |
| Contact Company Name | {{contact_company_name}} |
| Request Name | {{request_name}} |
| Request Owner First Name | {{request_owner_first_name}} |
| Request Owner Full Name | {{request_owner_full_name}} |
| Request Owner Email | {{request_owner_email}} |
| My Company Name | {{my_company_name}} |
| Request Due Date | {{request_due_date}} |
Custom dynamic fields
Use custom fields when you need to repeat unique values that aren’t part of the default list — things like service descriptions, project codes, or client-specific instructions that apply across multiple requests.
How to set one up:
- Go to My Account > Dynamic Fields
- Click Add your First Field
- Add a Field Label — Gatheroo will auto-generate the field code
- Add a Field Value
- Click Save and Update
How to use Custom Dynamic Fields:
Once created, your custom field will appear in the dropdown when you right-click inside any editor.
You can also type the field code directly, for example, {{qtrly_bas_2025}}, wherever you want the value to appear.
Once a custom field is in use, a green indicator will appear on the Dynamic Fields dashboard to confirm it’s active.
Do not delete fields that are in use. If a custom field is deleted, the placeholder will no longer resolve and will appear as broken text in your requests.
You only need to update a custom field value once.
Gatheroo will apply the updated value everywhere that field is used.
Our top tips to using Dynamic Fields in Gatheroo
- Use {{contact_first_name_single}} in welcome messages to make every client feel the request was built for them personally.
- Use {{contact_first_name_all}} when you want to address a group, particularly useful for joint applications or requests sent to multiple stakeholders.
- Use {{request_owner_first_name}} and {{request_owner_email}} in closing instructions so clients know exactly who to contact if they have questions.
- Custom fields are ideal for anything you repeat across templates: service names, reference numbers, or standard terms.
Watch how custom dynamic fields work.