Merge Tags
On the Send a Text Step, there is now a “Merge Tags” dropdown available that includes the four most used merge tags: First Name, Last Name, Company Name and Employee Name.
Navigate to Marketing > Concierge > Concierge Automation > a Pathway > a Stage > and either click Add a Step and select “Send a Text” OR select a “Send a Text” step that already exists and click Edit.
Just above the SMS Text field on the right, click the “Add Merge Tag” dropdown.
Select the desired merge tag by clicking on it. The merge tag will be placed wherever the mouse is located within the SMS Text field. Note that this dropdown of merge tags is only available for the SMS Text field on the Step.
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Additional merge tags have been added to both the Email and SMS templates in PNE, as requested by internal stakeholders and via client feedback.
To access SMS the merge tags:
Navigate to Marketing > SMS Template Creator > Add a New or Edit Selected Template
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To access the Email merge tags:
Navigate to Marketing > Marketing Template Creator > Add a New or Edit Selected Template.
Add a text block to the email template.
Click on Merge Tags to select a merge tag.
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