Intuvo Knowledge BaseMarketing CampaignsHow do I insert merge tags?

How do I insert merge tags?

For all marketing material within Intuvo you can add merge tags.  Where you pull the merge tags if from the email editors.  Here is a step by step description on how you can insert merge tags into your emails. 

Steps - Getting merge codes from the HTML editor:

Step 1:

Go content library and go to an email that is in the HTML style.

Step 2:

Click on a text field in the email where you want the merge tags to go.

Step 3:

See at the top bar there there are different tables: Addresses, Referred By, Contacts, Loans, Agents...etc

When you click on one of these tables it will give you a drop down list of all the potential merge codes relating to that table.  For example; If you want to pull the contacts first name into the email.  You would go to the contact's table and pull in Contact > first name.  

Step 4:

Then click it, you will see the merge tag populate the email. Where you originally clicked on the text field.  

Step 5:

Save the email with the merge code you added.  

Steps - Getting merge codes from the block style editor:

Step 1:

Go content library and go to an email that is in the block style style.

Step 2:

Click on a text field in the email where you want the merge tags to go.

Step 3:

When you click on the text field you will see a black text editing bar.  Then click on more > merge tags.  

Step 4:

Once you click on merge tags, this will pop-up on your screen.  There you can type in the search bar for the merge tag or it's also sorted by the merge tag tables.  

Step 5:

Then click it, you will see the merge tag populate the email. Where you originally clicked on the text field.  

Step 6:

Save the email with the merge code you added.