How to Access and Use Your Merge Tags

The Key Steps

  1. Click on the Communication dropdown in your left-hand navigation menu on your backend dashboard. 
  2. Click Merge Tags to view your current list of merge tags.
    1. 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. 
    2. 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.
  3. 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: