Sold To Merge Field
Feature Overview
The Sold To Merge Field expands Confirmation Page Templates to include Sold To fields alongside existing Bill To fields. This ensures confirmation pages can clearly display both the billing contact (Bill To) and the recipient of the product or service (Sold To).
At a high level, administrators can now drop Sold To merge fields directly into templates, and the system automatically pulls the correct customer data — making confirmation pages more accurate and transparent.
Business Value
Many businesses face confusion when the person or entity paying is not the same as the one receiving the product or service. By introducing Sold To fields, confirmation pages eliminate this ambiguity.
Revenue impact: Clearer communication reduces billing disputes and delivery errors.
Efficiency: Fewer customer support inquiries about “who is this for” or “why is my name not showing.”
Prospect appeal: Demonstrates a polished, enterprise-grade experience that inspires confidence during the buying process.
User Impact
For Customers
Gain clear visibility into who is receiving the product/service versus who is paying.
Reduce miscommunication and errors on orders or services.
Build greater trust through professional, transparent confirmation pages.
For Admin Teams
New merge fields (soldTo) available within Confirmation Page Templates.
No special configuration needed — Sold To fields behave exactly like Bill To fields.
Easy to update existing templates to display both payer and recipient information.
For Businesses/Sites
Provides a more professional and enterprise-ready confirmation experience.
Reduces costly support and operational overhead caused by customer confusion.
Enhances brand credibility, aiding upsell and retention.
Key Functionalities
UI/UX Updates: Confirmation pages can now show both Bill To and Sold To details side by side.
Admin Controls: soldTo merge fields are available in the template editor with full attribute support (name, email, address, city, state, country).
Default Behavior: Existing templates remain unchanged if Sold To fields are not added.
Dynamic Behavior: When included, Sold To fields automatically populate with customer data at checkout and confirmation.
Why It Matters
This feature removes a common point of confusion and elevates the professionalism of the subscription experience. By clearly distinguishing between the payer and recipient, businesses show prospects they understand complex buying scenarios — driving trust, satisfaction, and long-term loyalty.