Merge tags are a piece of code that allows you to include dynamic, unique data in your marketing initiatives. This is particularly helpful when creating automations or scheduled emails that re-use common links or snippets, such as your studio phone number, a waiver link, or a booking page link.
Common merge tags include:
First Name - allows you to customize an email or text with the client's first name
Phone Number - quickly add your studio phone number to any email or text
Class Schedule URL - quickly add your schedule URL to any email or text
Waiver URL - easily add your waiver to a pre-class email or text
This article explains how to set up and utilize merge tags for single location accounts. For multi-location accounts, please view this article.
Edit Merge Tags
Merge tags can be added, deleted, or edited by navigating to Settings > Merge Tags.
Add Merge Tag
In the Account Merge Tag or HQ Merge Tag tab, click Add new Merge Tag.
Fill out the Merge Tag information and click Save.
Text or URL
Name: Only displays internally
Content: the information you want to display to your customers
Identifier: This is how it will display when creating emails
Edit/Delete Merge Tags
Any Merge Tag can be edited by changing the content and clicking Save.
To delete a Merge Tag, click the trashcan next to the Tag.
Using merge tags in emails and SMS messages
When creating an email in the HQ account, this merge tag will appear on the list of Available Personalizations, which can be copied and pasted into the message content.
Merge tags CAN be used in Marketing Emails and Marketing SMS messages. Merge tags CANNOT be used in Transactional Emails or Transactional SMS messages.
If your merge tag is a URL, it can also be used as the URL of a button or text hyperlink.
We recommend sending yourself a test email to test merge tags before setting an email to live.