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🔖Merge Tags: What, Why, and How to Set it up?
🔖Merge Tags: What, Why, and How to Set it up?

Understanding and Implementing Merge Tags and Learn Why Merge Tags are required for Personalized Communication.

Yashal Vagadia avatar
Written by Yashal Vagadia
Updated over a year ago

Hello there, Saleshandy users! 👋

Are you ready to take your email game to the next level? 📧✨ Let me introduce you to the power of Merge Tags! 🎯

🔖Merge Tags

What are Merge Tags?

Merge tags are placeholders or variables representing your CSV file's contact data. Whether it's their first name, last name, company, or any other information you have. Merge Tags allow you to customize your emails using this valuable contact data. 📝🎯

Why Merge Tag?

Imagine being able to tailor your emails specifically to each recipient, adding that personalized touch that makes a lasting impact. By dynamically inserting specific text areas into your email content, you can craft messages that speak directly to your reader's interests, needs, and preferences. 📝🎯

With Merge tags, you can enhance your copywriting and connect with your contacts on a whole new level. 💪🤝

How to Set up (Insert) Merge Tags in your Email Campaign?

Saleshandy comes equipped with the essential merge tags right out of the box. But guess what? You can spice things up even more by adding as many merge tags as your heart desires. How cool is that? 😎

Just a heads up: merge tags are case-sensitive, which means that "{{hi}}" is not the same as "{{HI}}." It may seem like a small detail, but it can make a big difference in your email personalization.

E.g.:

✅{{Last Name}} / ❌{{ Last Name }}

✅{{Last Name}} / ❌{{ LastName }}

⚠️Note: Always check that the braces are correctly opened and closed. When you're importing and matching multiple merge tags from different columns of your CSV file, it's crucial to ensure that the name of each merge tag matches what you've set in the first row of the CSV.

Remember: If you send a Test Email, the merge tags will pick random data for prospects from the CSV file you uploaded. We have not set any default value. The merge tag will pick the value only if the prospect has the data in that field.

When you send the test email, the system will fetch the data of the last prospect added, and thus if that prospect does not have the data in the company merge tag, it will not fetch any value there unless you put some fallback value there.

📺Video Guide

🪜Steps to Follow

  1. Log into your SalesHandy account and navigate to the Sequence tab.

  2. Click on the Sequence button, and it will open up your Sequence, and click on your email.

    Sequence

  3. Two different Merge tags are available, one for the subject and one for your email body.

    Merge Tags

  4. From the drop-down, select the Merge Tags; we have chosen {{First Name}}. You can place a Merge Tag anywhere in the email body or subject line by clicking on it.

Mission accomplished; you've successfully added Merge Tags. 👏

Custom Merge Tags will be at the bottom of the drop-down once you've scrolled till the end. To learn more about Custom Merge Tags, Click here.

List of predetermined Merge Tags Saleshandy provides which include:

  • First Name

  • Last Name

  • Email

  • Phone Number

  • Job Title

  • Department

  • Industry

  • Experience

  • LinkedIn

  • Twitter

  • Facebook

  • Website

  • City

  • State

  • Country

  • Company

  • Company Domain

  • Company Website

  • Company Industry

  • Company Size

  • Company Revenue

  • Company Founded Year

  • Company LinkedIn

  • Company Phone

  • Creation Source

You can also create Custom Merge Tag as well. To learn more about how to create Custom Merge Tags, Click here.

FAQs (Frequently Asked Questions)

I sent a test email, and the {{First name}} was incorrect. It inserts the name of another contact in my list. How can I be sure that the personalized tool will work? The worst thing is receiving an email with another name instead of yours.

Make sure to check if the closing curly braces in the merge tag are proper. there is a chance you have left is open and unbolded.

✅{{Last Name}} / ❌{{ Last Name }}

✅{{Last Name}} / ❌{{ LastName }}

⚠️Note: Always check that the braces are correctly opened and closed. When you're importing and matching multiple merge tags from different columns of your CSV file, it's crucial to ensure that the name of each merge tag matches what you've set in the first row of the CSV.

While deleting some content from an email, you may have deleted the curly braces of the merge tag; then it won't work. So, before sending an email, could you test your email?

If you left one of the closing curly braces in the merge tag unbolded?

If you did the above, it won't work; also, your mail will as you will send out a sequence, and the merge tag did not activate accordingly.

My mail is sent, but the merge tag didn't work properly.

There is a chance while deleting some content from an email, you may have deleted the curly braces of the merge tag, then it won't work. So before sending an email, kindly test your email.

Mission accomplished; you've successfully added Merge Tags. 👏

Wishing you a delightful experience! ❤️

Happy Selling. 🤝

Warmest regards,

Saleshandy Team

👉 Next Steps

Check out the below article If you want to know more about


💡 Tip

Don't hesitate to reach out if you have any questions. We're available on chat and ready to provide you with prompt assistance. 🤗

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