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What is a merge tag and how do I use it?
What is a merge tag and how do I use it?
Emily Slaneff avatar
Written by Emily Slaneff
Updated over a week ago

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. Merge tags are also incredibly useful in managing multi-studio locations - learn more about customizing merge tags for an HQ account here.

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

How to add / edit merge tags

Merge tags can be added or edited by navigating to Settings > Company Profile > scroll down to the Merge Tags section.

  1. Once in the Franchise Merge Tags tab, click Add new Merge Tag.

  2. Fill out the merge tag information

    • The Identifier is the merge tag itself (the computer-friendly version). IMPORTANT: If your merge tag is a URL (such as your Buy Page or Waiver Link), ensure you add '_url' to the end of the identifier

    • The Label is the description of the merge tag (the human-friendly version that will appear when you are drafting an email or text)

    • The Value is the actual URL or content you want to display to the client

  3. Click Add to create the merge tag.

Using merge tags in emails and SMS messages

When creating an email in the HQ account, this merge tag will be included on the list of Available Personalizations that can be copied/pasted into your message content.

If your merge tag is a URL, it can also be used as the URL of a button or text hyperlink.

We always recommend sending yourself a test email to test merge tags before setting an email to live.

Tips for using Merge Tags

Having issues with merge tags not working as expected? Try these tips:

  • If the merge tag is a URL, review the Value in your Merge Tag settings and ensure the URL is correct and that there is only one 'https://'

  • If the merge tag is a URL, ensure that '_url' is appended in the identifier

  • Ensure the open and close brackets [ ] and percent signs % are included in the merge tag

  • Still having issues? Contact our Support team using the chatbot in Xplor Growth

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