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How do I use Merge Tags?

Use mail merge to bring in students names, course or other details

Steph Stevens avatar
Written by Steph Stevens
Updated over 2 weeks ago

Click on the Mail Merge Fields icon ([...]) and select the desired field that you want to be inserted from the drop-down list.

The Mail Merge icon provides only basic Touchpoint tags, so you can send emails that start: "Hi Sam, great to catch up" and "click here to opt out", etc.

You can enter specific merge tags by manually copying from the A-Z list of all Merge Tags.

As Templates are designed to be like an envelope around the body content of your email, You'll need to use one of the below tags to ensure the content is pulled in correctly by the module in question:

For a Campaign: {|replace_with_content|}

For a Touchpoint: [xxxreplace_with_contentxxx]

Opt-out tags also vary depending on what module you intent to send from. This article explains how to be use you're using the correct tag for your module: Adding an opt-out link to Touchpoints, Grab and Campaigns

Each module has a built-in checker to ensure the email template contains merge tags valid for that module. When saving in the Content Editor, you will see a message warning you that some merge tags are incorrect and you are to correct them before saving. We advise double-checking the syntax of your merge tag is correct for the module it's going to be used in.

❗ Please note: when sending yourself an email preview from Template Builder, some merge tags will appear in the message, not the merged value. For more information about which tags will have a preview merge value, please check out the John Doe article.

FAQs

Q. Where else can I use Mail Merge Tags?

A. You can use these in Touchpoints:

And in Campaigns:

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