How to Access and Use Your Merge Tags
The Key Steps
- Click on the Communication dropdown in your left-hand navigation menu on your backend dashboard.
- Click Merge Tags to view your current list of merge tags.
- To Create a New Merge Tag, click the green New Merge Tag and fill out the Title, Token (which will need to be formatted as such {{EXAMPLE_TOKEN}}) and the Value you'd like to be populated into the message.
- To Edit a Merge Tag, click the three-dot menu to the right of the merge tag you'd like to edit, then click Edit. Here, you can edit the Title and the Value.
- You can copy the token of any of these merge tags and paste them into a Bulk Message or Workflow to save time while you build these out. I've gone through an example of this in the video below along with a screenshot of what the bulk message will look like.
Here is a video walking through these steps: