Intuvo Knowledge Base

How do I insert merge tags?

Updated May 02, 2019

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.  

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