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.