Merge tags dynamically insert specific pieces of information into your message templates. These placeholders are replaced with relevant data when the message is sent, ensuring personalisation and accuracy.
Here is a list of available merge tags and their functions:
Special Word | Description |
/OrganisationName | Your organisation’s name |
/OrganisationLogo | Your organisation’s logo (configured in Organisation Settings) |
/CreatorName | The name of the selected Creator |
/CreatorEmail | The email address of the selected Creator |
/CurrentDate | The current date |
/CurrentTime | The current time |
/MyName | Your name (as the user sending the message) |
/MyEmail | Your email address |
How to use Merge Tags
Using in messages
When composing a message, type a forward slash (/) to bring up a list of available merge tags.
Select the appropriate tag by typing or clicking on it (e.g., /CreatorName).
The selected tag will automatically populate the message with the relevant information when the email is sent.
Using in templates
Navigate to the template creation or editing section.
Insert merge tags where you want dynamic information to appear.
Example: "Hello /CreatorName, thank you for your submission to /OrganisationName."
Save the template. When used, the placeholders will populate with the corresponding data.
Why use Merge Tags?
Personalisation: Automatically tailor emails for each recipient without manual effort.
Efficiency: Reduce repetitive tasks by reusing templates with dynamic fields.
Accuracy: Minimise errors by ensuring the correct information is always inserted.
Usage tips
Keep it relevant: Use only the necessary tags to keep messages concise and professional.
Check Organisation Settings: Ensure your organisation’s name and logo are correctly set up for accurate use of /OrganisationName and /OrganisationLogo.
By incorporating merge tags into your workflow, you can enhance productivity, maintain a polished brand image, and provide a personalised experience for your recipients.