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Indie Email - Adding Merge Tags to Emails
Indie Email - Adding Merge Tags to Emails

Learn how to use merge tag with Indie Email.

Updated over a month ago

Merge tags are used to insert unique user data, linked to a unique value, from your mailing list into emails. As an example, you could include your contacts' name in your email by using the[FirstName] merge tag in your content.

They are also known as substitution strings, personalization fields or personalization tags. To summarize, when you insert a merge tag into a campaign, it will be replaced with data stored in the field.

The following default fields are automatically created with all lists and cannot be edited or deleted:

  1. Contact ID

  2. Email address

  3. Subscription Date

These are the default fields available from our system. This default information comes from account information or information that is automatically included in a contact list.

In the list parameters, attributes can be added. While you can also collect information via your form linked to this list. These attributes will be visible in the form generated after adding them.

Why merge tags are useful

Including personalized fields in your campaigns will help you target your audience more directly and effectively so that you keep their attention. Keep in mind, people want to be treated as individuals, which is why personalization is essential to marketing practices. Accordingly, emails that are personalized are more likely to be opened and clicked on. In short, sending personalized emails to the right customer at the right time strengthens customer experiences.

How to add a custom field to your contact list

1. Select Contacts in the top menu.

2. Make sure you have the right list selected, then click on ⚙️ icon next to Contacts

3. Create a new field by clicking on Enter attribute name and selecting the Value type.

4. Click save. Custom fields cannot contain punctuation marks, special characters, or spaces.

5. Depending on the field type, you will be able to name and select a field type:

  • Text – Names and other text info (Field name and Content of the field cannot exceed 255 characters, including spaces), phone numbers, etc.

  • Number – identification number, age, etc.

  • Date time – Birthday, anniversary, etc.

Using a custom field in a campaign

Your custom field can be used as personalized content in your campaign once it's created. It can be included in either the subject line or the content.

If you want to add personalized fields to your campaign, you'll need to type them manually.

Please remember to match the tag exactly to the field name. Here are some examples:

Hi [FirstName] Here is your weekly update!

would become:

Hi John, Here is your weekly update!

📌 Remember: keep in mind that the tag needs to match the field name exactly.

You can also use the [email] tag, which will take the recipient’s email address and insert it into the campaign:

This email was sent to [email], as requested.

Would become:

This email was sent to [email protected], as requested.

Fallback tags

If you do not have relevant data, a fallback word will be substituted in. It can be any plain text, phrase or word. These are merge tags that will receive data if the origin from which the data comes is empty for any Subscriber. Simply put, the coding adds previously entered information to your email content automatically.

Here's another example for your reference: imagine you'd like to add a fallback merge tags (that is, a tag that will be populated if the tag the data comes from is left empty for any subscribers:

Hi [tag name,fallback]

As a result:

Hi [firstname,there] – would pick the tag [firstname] and populate it with the information available on your list, and if empty, would use there instead.

So 'Hi [firstname,there]' will read either as ‘Hi Alex,’ or ‘Hi there,

Campaign information

The information for these tags comes from the campaign information you entered when creating your campaign.

The following tags can be used:

[SUBJECT]

Hello, this email is regarding [SUBJECT]

Sender information

The information for these tags comes from the details filled in the account section.

The following tags can be used:

[SENDER_NAME]

This email was sent by [SENDER_NAME]

[SENDER_EMAIL]

For more information, please email [SENDER_EMAIL]

Client information

The information for these tags comes from the details filled out when your account was created. To modify the information, go to your Settings tab > Company Profile

The following tags can be used:

[CLIENTS.COMPANY_NAME]

[CLIENTS.ADDRESS]

Your physical address must appear in all emails sent through an email marketing service provider in order to be CAN SPAM compliant.

[CLIENTS.CITY]

[CLIENTS.PROVINCE]

[CLIENTS.POSTAL_CODE]

[CLIENTS.COUNTRY]

[CLIENTS.WEBSITE]

[CLIENTS.PHONE]

These tags can be used as part of your email footer to provide the recipient information of who is emailing them:

This message has been sent from [CLIENTS.COMPANY_NAME],[CLIENTS.ADDRESS]

which will read as:

This message has been sent from My Company, 123 Michigan Avenue, Detroit, MI, USA

List information

Adds list information to the campaign. To modify, access your list and change the details.

The following tags can be used:

[LISTNAME]

You are receiving this email as you are part of our [LISTNAME] list

Actions

These tags allow readers to share your campaign with others, view email in a browser window and use several subscribe and unsubscribe options. These tags can be added as part of your email header or footer.

The following tags can be used:

[FORWARD]

Allows a subscriber to forward the campaign to a friend

[SUBSCRIBE]

Allows someone to subscribe to your list – useful for forwarded emails

[UNSUBSCRIBE]

Allows a subscriber to unsubscribe from your list

[GLOBAL_UNSUBSCRIBE]

Allows a subscriber to unsubscribe from all lists in your account

[SHOWEMAIL]

Used in an email where you want to allow subscribers to view an HTML version of the email in a browser window. It’s often useful for situations where images might not be displayed, or people might receive a text email by default.

Date

You can insert dynamic date into your campaign or subject line using the [DATE] merge field. Here is how it can be used.

[DATE|0|format]

Using merge fields as part of a link

You can use merge fields as part of a custom Google Analytics link that incorporates user information. This way, your marketing department gets highly specific tracking results.

Here’s how:

This data will show up in your Google Analytics account under “Traffic Sources.”

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