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Merge Tags: How To Use Dynamic Data in Your Email Templates

Use merge tags to personalize automated emails. Covers the available tags, where each pulls data from, which emails support each tag, and formatting rules.

Written by Shelby Baldwin

Merge tags are dynamic placeholders you can insert into your email templates. When an email sends, each merge tag is automatically replaced with the correct information for that specific recipient.

The available merge tags

  • {{first_name}}: the recipient's first name, pulled from their member profile. Available in all emails except "You're invited to apply" (invited recipients don't yet have profiles).

  • {{brand_name}}: your brand name, pulled from Settings. Available in all emails.

  • {{brand_email}}: your brand contact email, pulled from Settings. Available in all emails.

  • {{brand_address}}: your brand address, pulled from Settings (or your Shopify store address if no brand address is set). Available in all emails.

  • {{changes}}: a list of the program settings changes that triggered the email. Specific to the "Your settings changed" email.

  • {{form_url}}: the URL of the application form the recipient is being invited to fill out. Specific to the "You're invited to apply" email.

How to add a merge tag

In the email editor, click into any text element, find the Merge Tags dropdown, and select the tag you want to insert.

[ SCREENSHOT: Merge Tags dropdown in email editor ]

Important: Do not modify the merge tag format in any way. Don't remove brackets, edit the tag name, or add spaces. Any alteration will break the tag and it will display as raw code text instead of the intended value.

Note on code-related merge tags

The dynamic code elements ({{discount_code}} and {{referral_code}}) are not in the Merge Tags dropdown but function like merge tags. They're inserted via the Discount Code and Referral Code blocks in the email editor. These render empty if the recipient's program has the corresponding code type disabled at the time the email sends. See the linked article for full details.

There is no merge tag for affiliate links or BuzzLinks codes. Affiliate links are accessed by members in their portal, and BuzzLinks codes are generated per click on your storefront rather than per member, so neither lends itself to per-recipient email insertion.

[ LINK: How to add auto-populated referral and discount code elements to emails ]

Notes:

  • Always send yourself a test email after adding new merge tags to confirm everything renders correctly.

  • All merge tag values update automatically if you change the underlying info in settings.

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