How do I make my own Merge tags?

How do I make my own Merge tags?


  1. We're automating the creation of merge tags. Whenever a custom field is created, a corresponding merge tag will be created.
  2. Owing to this update on May 26, 2023, we'll collect the mail and social default values for the custom merge tag during the custom field creation.
  3. We'll also create merge tags for all fields of existing accounts in the backend.

You can, you must first create a Custom field and then create a merge tag for it. Just follow the steps below. 
  1. From the Navigation toolbar, click Settings.
  2. Select Custom Fields under Customization. 
    custom fields under customization
  3. Click the Add New button.
  4. Select the custom field type: Contact field or Account field. 
    add custom field
  5. Provide the  Display Label  and  Field Length . Click Add.
    add custom field

Now to create Merge tags, follow these steps,

  1. From the Navigation toolbar, click Settings.
  2. Select Merge Tags under Customization. 
    merge tags menu
  3. In Merge Tags page, click Create and select Contact Custom Tag.
     contact custom tag
  4. This will prompt with a pop-up box.
  5. Now, select the field at the Contacts custom field drop-down box. Define the following,
    • Merge tag – This is a tag replaced by the data from your contact details.
    • Mail default value – This is a default value tag used in the email content provided the respective mapped field is empty.
    • Social default value – This is a default value tag used in sociaL media provided the respective mapped field is empty.  add custom tag
  6. Click  Save.

Note:
  1. Please note that, during campaign creation, in the text editor, selecting a user-defined field at the dropdown menu will be possible only if you’ve created a custom field. 
  2. You can create only one contact custom merge tag for each contact custom field.


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