Problem

We can’t reference the exact product or course in messages. Dashboards show only the source, not the item.

Proposal

Create system merge fields and event variables for purchased products and granted courses. Auto-populate on purchase or access.

Fields (contact-scoped)

{{commerce.last_product_name}}

{{commerce.product_names_csv}}

{{membership.last_course_name}}

{{membership.course_names_csv}}

Workflow/Event variables

{{event.product_name}}, {{event.product_id}}

{{event.course_name}}, {{event.course_id}}

Where usable

Email, SMS, Notes, Tasks, Workflow actions, Pipeline cards.

Dashboard/Reporting

Add “Product/Course” column and filter to Payments, Orders, Contacts, Opportunities, and the Conversations side panel.

Show latest item on cards. Enable group-by Product/Course.

Rules

Support multi-item orders. Update within minutes. Handle refunds and cancellations by reflecting active entitlements.

Benefits

Cleaner personalisation, faster onboarding, clearer reporting, and fewer manual tags.

Examples

Email: “You now have access to {{membership.last_course_name}}.”

Task: “Onboard for {{commerce.last_product_name}}.”

Happy to beta test.