Watch this quick 70 second tutorial video to see how to make your cards more personal and save a ton of time using merge fields that will automatically insert your recipients first name, last name, or company name.
Can I use merge fields in the Design Studio?
Yes! When editing the text of a textbox you can type in the merge field you want to use. Make sure to use the correct notation with double brackets and no spaces.
For example: [[firstname]].
Here is a list of supported merge fields:
- [[firstname]] - this will replace the recipient's first name
- [[lastname]] - this will replace the recipient's last name
- [[company]] - this will replace the recipient's company
- [[spousename]] - this will replace the recipient's spouse's name
- [[email]] - this will replace the recipient's email address
- [[phone]] - this will replace the recipient's phone number
- [[merge1]] to [[merge20]] - these are custom merge fields that can be saved on a contact.
- [[returnfirstname]] - the sender's first name
- [[returnlastname]] - the sender's last name
- [[returncompany]] - the sender's company
- [[returnemail]] - the sender's email address
- [[returnwebsite]] - the sender's website
- [[returnphone]] - the sender's phone number
- [[invitecode]] - the sender's system invitation code
- [[returnstreet]] - the sender's street address
- [[returnstreet2]] - the sender's street address line 2
- [[returncity]] - the sender's city
- [[returnstate]] - the sender's state or province
- [[returnpostalcode]] - the sender's postal code
- [[returncountry]] - the sender's country
Can you give me an example of using custom merge fields?
Let's say you sell lawn mowers and snow blowers. A customer buys a lawn mower while another buys a snow blower. You could record what they purchased in the "merge 1" field on their contact record. Then you could write a note like this:
"Dear [[firstname]],
Thanks for purchasing a new [[merge1]] from us! We hope you are enjoying your purchase."