How do I make my own Merge tags?

How do I make my own Merge tags?

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, go to  Settings.
  2. Click Custom Fields under Customization.
  3. Click Add New and choose Contacts Field or Account Field.
  4. Select a field type. For example, select 'Integer' if you want the field to have numerical data. Scroll through the list and pick the one that is most appropriate.
  5. Display label is going to be the name of the field. For example you can put in ‘Phone number’ as the display label if you are creating the custom field for this.
  6. Depending on the field type you pick, you have to enter field length or other details.
  7. Click ‘Add’ and a custom field will be created. 

Now to create Merge tags, follow these steps,

  1. From the Navigation toolbar, go to Settings. 
  2. Click Merge Tags under Customization.
  3. Click Contacts Custom Tags and click Create New.
  4. Your custom field will appear in the drop down menu, choose that.
  5. Enter the merge tag in caps without space. You can see a small preview right there that would look something like this $[UD:SAMPLE]$
  6. Enter Mail default value and Social default value.
  7. Click Save.

    • Related Articles

    • Video Merge Tags

      At Zoho Campaigns, you can link your favorite videos from YouTube, Wistia and Vimeo.com in the form of a thumbnail image in your email campaigns. This linking is enhanced by media based merge tags which provide a simple way to add videos in your ...

    • Contact Custom Merge Tags

      Contact Custom tags are those, that the user defines according to his needs from a list of contact fields and the custom field data. This gives you the liberty to use more number of fields than just the usual email, first name and last name. Contact ...

    • Predefined Merge Tags

      You can personalize your messages with your recipients’ name, address and other details by using merge tags. Merge Tags are smart tags that pull data directly from your mailing list into your email message. You can personalize the subject and/or the ...

    • Social Merge Tags

      You can customize your email campaign by including Merge tags for sharing the email campaign on Facebook, Twitter and LinkedIn. This will make your contacts share your email campaign on social media. Let’s have a look at the different types of Social ...

    • Do merge tags work in test emails?

      In test emails, merge tags will not work instead a merge tag code will be displayed. To check whether your merge tags are working properly: Create a test list and add your email address to it. Send the email to this list and check to see if the merge ...