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  • Welcome
  • Update Credit Card
  • test form
  • Duplicates
  • Export Batch Email Address
  • Personalized Confirmation
  • End Goal
  • Create a Decision Diamond
  • Email Builder
  • Shopping cart settings
  • Sales Tax
  • RP Login Details
  • Pop up reminder
  • Shopping Cart thank you
  • How to add fields to your Web Form
  • Thank you
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  • How to insert a ​Merge Field
  • ​Where to locate the “Merge field” buttons in the email builder
  • Where to locate ​Custom fields merge fields
  • What is a Default User?
  • To see merge fields in campaign email send to a contact
  • To see merge fields in broadcast send to a contact
 
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Copy for linking on the same page:
https://www.octomono.com?data-scroll-to-anchor=insert
Copy for linking from an external page:
https://www.octomono.com?data-anchor-link=insert

How to insert a ​Merge Field

Merge fields are used to personalize follow-up communications on an individual basis. They pull information from a contact record and insert that information into emails and other templates.

Example, the merge field (~Contact.FirstName~) pulls a name from the contact record unless a test email is sent by clicking the "Test" button. In this case it pulls the default user.
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Anchor Element
Copy for linking on the same page:
https://www.octomono.com?data-scroll-to-anchor=locate
Copy for linking from an external page:
https://www.octomono.com?data-anchor-link=locate

Where to locate the Merge field buttons in the email builder

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Anchor Element
Copy for linking on the same page:
https://www.octomono.com?data-scroll-to-anchor=custom
Copy for linking from an external page:
https://www.octomono.com?data-anchor-link=custom
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Anchor Element
Copy for linking on the same page:
https://www.octomono.com?data-scroll-to-anchor=default
Copy for linking from an external page:
https://www.octomono.com?data-anchor-link=default

What is the default merge field?

In some cases, a contact record may not contain the referenced information,  may not be an assigned user, or a test email is sent. The merge defaults to automatically insert a value into messages when the system cannot find a field value in the contact record so that every email will have some type of value instead of a blank space.
Help Article
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Anchor Element
Copy for linking on the same page:
https://www.octomono.com?data-scroll-to-anchor=view
Copy for linking from an external page:
https://www.octomono.com?data-anchor-link=view

To see merge fields in campaign email send to a contact​

Anchor Element
Copy for linking on the same page:
https://www.octomono.com?data-scroll-to-anchor=broadcast
Copy for linking from an external page:
https://www.octomono.com?data-anchor-link=broadcast

To see merge fields in broadcast send to a contact

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