How to Edit Merge Tags

The Key Steps 

1. Click the  CRM icon on the action bar on the left

2. Select  Merge Tags in the sub-menu of Communication

3. Click on the Merge Tag you'd like to Edit

4. Make sure to not change the Name, add what you'd like the tag to display in your sequences in the  Value box

5. Once you've added your new Value, click the green Update button

Here is a Video Walking Through These Steps:

👇 For more detailed steps, refer to the article below

How to Edit Merge Tags

When editing your Merge Tags, please know that if you edit the Name of the tag, you'll need to replace that manually in each individual email/sms message that tag is in. 

1. Click the  CRM icon on the action bar on the left and select Merge Tags in the sub-menu of Communication


2. Click on the  Merge Tag you'd like to Edit

3. Making sure to not change the Name, add what you'd like the tag to display in your sequences in the Value box. Once added, click the green Update button