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Creating and Syncing Merge Tags from HQ to Child Accounts
Creating and Syncing Merge Tags from HQ to Child Accounts

Franchise merge tags make it easy to add franchisee-specific content to HQ-synced initiatives.

Deirdre Horan avatar
Written by Deirdre Horan
Updated over 2 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 in creating an auto-campaign or scheduled email at the HQ level but want 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!

Creating the Merge Tag in HQ or Single Location

1. Once logged into the HQ account, navigate to Settings

2. In the left-hand menu, navigate to Company Profile.

3. Scroll to the Merge Tags section > click into the Franchise Merge Tags tab.

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

5. 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.)

  • The Value can be left blank. It will not be filled in on the HQ site - this will be inputted into each franchisee account.

6. Click Add to create the merge tag.

7. Click Sync with Franchisees to share it with all of your child accounts.

You'll have to do this every time a new franchisee is located. It will not override what existing franchisees have in their accounts.

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.

Adding the Value in Franchisee Accounts

1. Log into the franchisee account.

2. Navigate to your business name in the top-right > click Settings.

3. In the left-hand menu, navigate to Company Profile.

4. Scroll to the Merge Tags section > click into the Franchise Merge Tags tab.

5. In the Value section, add the data specific to that location.

When an email is sent from that account, it will automatically replace the merge tag in the email content with the value input in the field.

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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