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Variable Merge Tags in Saleshandy: What, Why, and How
Variable Merge Tags in Saleshandy: What, Why, and How
Yashal Vagadia avatar
Written by Yashal Vagadia
Updated over 3 months ago

Hello, Saleshandy users!! 👋🏻

At Saleshandy, we empower you to create personalized, impactful email campaigns. With our new feature—Variable Merge Tags—you can craft emails that speak directly to your recipients by dynamically inserting customized content.

What Are Variable Merge Tags?

Variable Merge tags are placeholders you add to your email templates. When your emails are sent, these tags are replaced with specific data like names, dates, or custom fields. This helps you maintain a personal touch even when sending emails at scale.

Why Use Variable Merge Tags?

Using variable Merge tags enhances email personalization, leading to better engagement and response rates. Personalized emails are more likely to grab attention and create a meaningful connection with your audience.

How to Set Up and Use Variable Merge Tags

Video Guide 📺

Step 1️⃣ : Log in to your Saleshandy account and navigate to the Sequence tab. Open your desired sequence. Add a step, write a new email, or edit the email you want to modify.

Two different merge tags are available—one for the subject line and one for the email body.

Step 2️⃣: To select a Variable Merge Tag, click the Merge tag button while composing your email. A dropdown will appear with a list of available tags. You can search for a tag; only matching items will be shown.

Tooltips for Guidance: Hover over any tag to see a tooltip that explains its purpose, helping you make the right choice.

Variable Merge For {{Signature}}

The new {{Signature}} Variable Merge tag allows you to insert your email signature directly into the body of your email with ease.

  • Automatically include your personalized signature using the {{Signature}} tag.

  • Track links within your signature effortlessly.

  • The fallback mechanism ensures that if no signature is set, the {{Signature}} tag will be replaced with a blank space.

  • Consistent formatting is maintained across all devices and email clients.

  • A single signature policy ensures only one signature appears in your email, keeping it neat.

  • Real-time updates mean any changes to your signature are immediately reflected wherever the {{Signature}} tag is used.

  • Supports multiple formats, including images, links, text, and even source code.

Sender Information Based

These tags allow you to personalize emails with the sender's details, ensuring a professional touch in every message.

  • {{SenderFirstName}}: Automatically inserts your first name, making your emails feel more personal and friendly.

  • {{SenderLastName}}: Adds your last name, giving a formal and professional tone.

  • {{SenderEmail}}: Places your email address into the message, so recipients know exactly how to reach you.

  • {{SenderSignature}}: Includes your full email signature, adding a polished finish with all your essential contact details.

Time-Based

Use these tags to make your emails more timely and relevant, adjusting dynamically to the time of day or specific dates.

  • {{CurrentTimePeriod}}: Inserts the current period, like "morning" or "afternoon," for time-appropriate greetings.

  • {{CurrentGreeting}}: Automatically generates a greeting based on the time of day, such as "Good morning" or "Good evening."

  • {{Yesterday}}: Inserts yesterday's date, perfect for referencing recent events.

  • {{Today}}: Inserts today's date, keeping your emails current and relevant.

  • {{Tomorrow}}: Adds tomorrow's date, useful for setting expectations for upcoming events or deadlines.

  • {{CurrentTime}}: Adds the current time, making your communication feel fresh.

  • {{CurrentDate}}: Inserts today’s full date for contextually accurate emails.

  • {{CurrentDate + N}}: Adds a specific number of days to today’s date, useful for scheduling.

  • {{CurrentDate - N}}: Subtracts a specific number of days from today’s date, ideal for referencing past dates.

Calendar-Based

These tags help you reference business days and dates, ensuring your emails are aligned with your recipients' schedules.

  • {{PreviousWorkingDay}}: Inserts the date of the last working day, ideal for referencing the previous business day.

  • {{PreviousWorkingDate}}: Provides the full date of the last working day for specific references.

  • {{NextWorkingDay}}: Inserts the date of the next working day, useful for planning.

  • {{NextWorkingDate}}: Includes the full date of the next working day, ensuring your emails align with business schedules.

  • {{NextWorkingDate + N}}: Adds a specific number of working days to the next working date, perfect for future tasks.

  • {{NextWorkingDate - N}}: Subtracts a specific number of working days from the next working date, ideal for referencing past business days.

  • {{CurrentMonth}}: Insert the name of the current month, keeping your emails time-sensitive.

  • {{CurrentMonth + N}}: Adds months to the current month for future planning.

  • {{CurrentMonth - N}}: Subtracts months from the current month, useful for referencing past months.

  • {{CurrentYear}}: Inserts the current year to keep your emails up-to-date.

  • {{CurrentYear + N}}: Adds years to the current year, ideal for long-term planning.

  • {{CurrentYear - N}}: Subtracts years from the current year, perfect for referencing past years.

  • {{CurrentQuarter}}: Inserts the current quarter (Q1, Q2, etc.), useful for quarterly updates.

  • {{PreviousQuarter}}: Inserts the previous quarter, helping reference recent business performance.

  • {{NextQuarter}}: Adds the next quarter, great for future planning.

  • {{CurrentWeekNumber}}: Inserts the current week number of the year for week-specific planning.

  • {{DaysLeftInMonth}}: Shows the number of days left in the current month, useful for deadline reminders.

  • {{DaysLeftInQuarter}}: Displays the remaining days in the current quarter, perfect for tracking quarterly goals.

  • {{EndOfMonthDate}}: Inserts the date of the last day of the current month, ideal for end-of-month planning.

  • {{EndOfQuarterDate}}: Provides the date of the last day of the current quarter, which is useful for end-of-quarter activities.

  • {{DaysLeftIn / DDMMYYYY}}: Shows the number of days left until a specific date, great for countdowns to important events.

Advanced Date and Time Operations

Saleshandy’s Variable Mergetags support complex date and time operations, allowing you to insert dynamic dates based on various conditions.

Examples:

  • Day Addition/Subtraction:

    • {{Today +1}} Displays tomorrow's date.

  • Month Addition/Subtraction:

    • {{CurrentMonth +1}} Displays the next month.

  • Year Addition/Subtraction:

    • {{CurrentYear +1}} Displays the next year.

  • Leap Year Handling: Correctly handles leap years and dates.

  • Daylight Saving Time Adjustments: Automatically adjusts for DST changes.

  • Working Day Tags: Skips weekends to return only weekdays.

    • Example: {{NextWorkingDay}} on Friday displays Monday.

  • Working Date Tags: Returns dates only on weekdays.

    • Example: {{PreviousWorkingDate}} on Monday displays the previous Friday.

Variable Merge Tag Pre-Send Preview

Preview with Real Data: Before sending your emails, you can preview how the tags will be replaced with actual data based on the selected sender, current date, and time.

Handling Missing Data

If there’s no value for {{Sender Name}} or {{Sender Signature}}Saleshandy will still send the email, but leave that space blank to ensure your email’s layout remains intact.

Unified Inbox Compatibility

Seamless Functionality: These variable Merge tags work seamlessly within the unified inbox environment, ensuring a consistent experience across all your campaigns.

Great job! You've successfully implemented Variable Merge Tags into your emails. 🎉

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

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