How do I make my own Merge tags?

How do I make my own Merge tags?

You can. You must first create a Custom field and then create a merge tag for it. Just follow the steps below. 

  1. From the Navigation toolbar, go to  Settings and click Custom Fields.
  2. Click Add New and choose Contacts Field or Account Field.
  3. Select a field type. For example, select 'Integer' if you want the field to have numerical data. Scroll through the list and pick the one that is most appropriate.
  4. Display label is going to be the name of the field. For example you can put in ‘Phone number’ as the display label if you are creating the custom field for this.
  5. Depending on the field type you pick, you have to enter field length or other details.
  6. Click ‘Add’ and a custom field will be created. 

Now to create Merge tags, follow these steps,

  1. From the Navigation toolbar, go to Settings and select  Merge Tags.
  2. Click Contacts Custom Tags and click Create New.
  3. Your custom field will appear in the drop down menu, choose that.
  4. Enter the merge tag in caps without space. You can see a small preview right there that would look something like this $[UD:SAMPLE]$
  5. Enter Mail default value and Social default value.
  6. Click Save.

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