Creating Merge Tags
The Key Steps
- Click on the Settings icon
- Select Merge Tags under the Communication section
- Click on the New Tag button
- In the bracketed field, create the tag
- In the Description field, provide a brief description of what the tag is
- In the Value field, indicate what value will replace the tag when it's used
- Click on the blue Create button
👇 For more detailed steps, refer to the article below:
Creating Custom Merge Tags
Custom merge tags are tags that will be replaced with a specific value every time they are used in agreements or communication. You can create custom merge tags to automatically pull in values you regularly use in emails, texts, and agreements.
There are existing account tags for things like your facility name and your phone number, however, there may be other values you regularly use. Potential custom merge tags could be your facility slogan or a secondary email address.
To create a custom merge tag, click on the Settings icon and then select Merge Tags from under the Communication section.
On the Merge Tags page, you will see all of your existing custom tags and their corresponding values.
To create a new tag, click on the blue New Tag button in the top right corner.
When you create a new tag, a pop-up will appear. The first field with brackets on both sides is where you will type the name of the tag. This bracketed value is what will show up whenever you go to use the tag. In the example below, [[PERSONALEMAIL2]] is what the tag will show up as when I first add this tag to fields.
The description field is where you will want to indicate what this tag is for. This is only for your reference and it will not appear in anything you use the tag for.
The value field is where you will type what value will the tag be replaced with. If this tag was used in an agreement, [[PERSONALEMAIL2]] would be replaced with email@example.com when a contact actually signed the agreement.
Once all three fields have been filled, click the blue Create button to create your custom tag.
You will now be able to use this tag in agreements, texts and emails you create through Pulse.