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What is an HQ merge tag and how do I use it?
What is an HQ merge tag and how do I use it?
Deirdre Horan avatar
Written by Deirdre Horan
Updated over 3 weeks 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.

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


HQ Syncing

Merge Tags can be set at an account level or from an HQ level and synced to its child accounts.

This is particularly helpful in creating an auto-campaign or scheduled email at the HQ level, but needs the language to be oriented to each location when the content is ultimately pushed to franchisees.

For example, let's say you have created an auto-campaign in the HQ account

  • This campaign includes an auto-email to target clients who have created a profile in your booking software and encourage them to purchase and/or book.

  • This auto-email will drive the client to a landing page. These landing pages will differ per franchisee.

  • Instead of pushing this email into each franchisee account and manually editing the content to reflect that particular franchisee, I can use a merge tag to populate the relevant information in each account!

Once the HQ Merge Tags are created, they will automatically sync to the child accounts. The child account can update the Content in the HQ Merge Tags tab.


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.

If you are deleting an HQ Merge Tags, you will be given the option to delete it from the child accounts.

Change Name

On non-default Merge Tags, hover over the name and click the pencil icon to change the label/name.


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.

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.

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