How to add a merge tag

To learn how to add merge tags in Tarvent, use the steps below. In this article, we will go over how to add merge tags in a text element, to a subject line, and to a link.

How to add a merge tag in a text element

A text element refers to the "Content", "Text", or "Footer" element in the editors.

Here are the steps:

1. In the drag-and-drop editor, select a content, text, or footer element. NOTE: If you are in a code your own or plain text email, you can skip this step.

2. In the toolbar, click the insert merge tag icon

   
3. In the dialog, select which data location you'd like to insert a merge tag for
   1. Account
      1. Account data like company name, address, etc.
   2. Contact (Most common)
      1. Contact data like email, first name, and all your custom data fields
   3. Campaign
      1. Campaign data like name, subject line, etc.
   4. Miscellaneous
      1. Miscellaneous data like current year, day, month, etc.
4. Pick your data field. This is the data that will be merged into the content.
5. Optionally, select a function to format the data.

6. Click Add

   
   

How to add a merge tag to a subject line

These steps apply to adding merge tags in any textbox, not just the subject line.

Here are the steps:

1. In the email editor, click From & Subject

2. Locate the subject line textbox and click the insert merge tag icon

   
3. Follow the step 3 through 6 from How to add a merge tag in a text element above

How to add a merge tag to a link

Here are the steps:

1. In the email editor, select a link and click the link icon in the toolbar

2. In the link textbox, click the insert merge tag icon

   

3. Follow the step 3 through 6 from How to add a merge tag in a text element above

   Note: Functions, also known as data formatters, are not allowed in merge tags within a link.

Tips

• Functions, also known as data formatters, are an easy way to format your data without having to reimport it over and over.