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Using Email Merge Tags for Personalized Emails
Using Email Merge Tags for Personalized Emails

Everything you need to know about Email Merge Tags feature.

Technical Support avatar
Written by Technical Support
Updated over a week ago

One of the powerful features of our manager is the ability to use email merge tags to personalize your communications with customers. In this article, we will explain what merge tags are and how you can use them to better connect with your customers.

What are Email Merge Tags?

Email merge tags are placeholders that you can include in your emails. When the email is sent out to a customer, these tags will be replaced with the actual data related to the customer, booking, invoice, unit, and other parameters. This allows you to tailor the content of each email to the specific recipient.

For example, if you have the tag {{customer_firstname}} in your email, it would be replaced with the customer's first name, such as "John", when the email is sent.

How to use Merge Tags

Merge tags are conveniently accessible within the email editor inside the email create or edit form. Simply click on a merge tag, and it will automatically be inserted at the current position of your cursor in the text.

Note: Most of the email merge tags can only be applied in the context of certain emails. You can see which merge tags are applicable in the editor, once you choose an email trigger.

For example, if you are sending a booking confirmation email, you might want to include the following tags:

Dear {{customer_firstname}},

Thank you for your booking. Your booking number is {{booking_number}} and your move-in date is {{booking_move_in}}.

Best Regards,
YourBrand Team

And on the customer's end, it will look like this:

Dear John,

Thank you for your booking. Your booking number is 8424-3794-43 and your move-in date is June 27, 2023.

Best Regards,
YourBrand Team

Remember, the key to using merge tags effectively is to ensure that they fit naturally within the context of your email. This will provide a personalized experience for your customers.

List of Available Merge Tags

Here is a comprehensive list of available merge tags and what they represent.

Note: for brevity, we've only listed a selection of merge tags in this article. You can find the comprehensive list of all available merge tags in our complete documentation.

Customer Tags

These tags are related to customer details:

  • {{customer.number}}: The unique identification number of the customer.

  • {{customer.name}}: Full name of the customer.

  • {{customer.first_name}}: First name of the customer.

  • {{customer.last_name}}: Last name of the customer.

  • {{customer.company_name}}: Name of the customer's company.

  • {{customer.vat_number}}: VAT number of the customer.

  • {{customer.address}}: Customer's address.

  • {{customer.phone_number}}: Customer's contact phone number.

  • {{customer.email_address}}: Customer's email address.

  • {{customer.reset_password_url}}: URL for the customer to reset their password.

  • {{customer.reset_password_valid_hours}}: Number of hours the reset password link is valid.

Booking Tags

These tags are related to booking details:

  • {{booking.number}}: The booking number.

  • {{booking.move-in_date}}: The date the customer is scheduled to move in.

  • {{booking.move-out_date}}: The date the customer is scheduled to move out.

  • {{booking.current_period}}: The current period of the booking.

  • {{booking.next_invoice_date}}: The date for the next invoice.

  • {{booking.total_excl_vat}}: The total cost of booking excluding VAT.

  • {{booking.total_incl_vat}}: The total cost of booking including VAT.

Conclusion

Email merge tags are a valuable tool that can significantly enhance your communications with customers. By personalizing your emails, you can improve customer engagement and increase the effectiveness of your communications. So, start using merge tags today and take your emails to the next level!

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