Merge Tags
Merge tags (also known as dynamic tags) can be used to insert dynamic content into emails, subject lines, and some Flow steps (for instance, when you're creating a new task in HubSpot). Merge tags allow you to create highly personalized campaigns and journeys for your leads, users, and customers.
How merge tags work
Encharge automatically generates merge tags for all of the default person fields (like Name, Company, Country, etc.), as well as any custom fields you create in your account. Each of these tags can be inserted into your emails.
When a merge tag is used in an email, the value of that tag will automatically be inserted once the email is sent to a person. When a person opens the email, they will see the value for that tag and not the tag itself.
For instance, if you wanted to address people by their first name in an email, you would insert the following merge tag:
{{person.firstName}}
When a person receives your email, they will see their own name populated in the message.
Types of merge tags
Encharge support different types of merge tags for different types of data objects:
- Person - allows you to add merge tags for a person. For example, first name.
- Associated company - add merge tags for any companies associated with a person. For example, the name of the company.
- Event - add merge tag for property events. You can learn more about event merge tags here.
- Custom objects - you can add merge tags for any custom object you create in your account.
How merge tags are displayed
When you're editing an email or configuring a step that supports merge tags, the style of the merge tag will match that of the text. In other words, merge tags don't have a unique style.
Ways to use merge tags
Email subject lines
You can insert merge tags in email subject lines with the Drag and drop builder and with the Simple builder.
Drag and drop email builder:
Simple email builder:
Preview text
You can insert merge tags in the preview text of your emails, both in the Drag and drop and the Simple email builder.
Other email fields
You can insert merge tags in any of the email fields:
- From email
- From name
- Reply to email
- Reply to name
- CC
- BCC
Email content
You can insert merge tags in the content of your emails, both in the Drag and drop and the Simple email builder.
Drag and drop email builder:
Simple email builder:
In Flow step configuration
Some steps in the Flow builder like "Create New HubSpot Deal" and "Send Slack Notification" allow you to insert merge tasks to personalize tasks and messages dynamically.
