Project managers get greater flexibility when utilising merge tags in Offers. Use merge tags to determine where the customer information should be placed in the offer and in the offer pdf confirmation. Project managers and your customers will also get the benefit of personalised offers.

What is a merge tag

Where can I find/use a merge tag

How to add a merge tag

When to use a merge tag

Which merge tags can be added

WHAT IS A MERGE TAG

❔ A merge tag is a field/label used to gather information and allow specific details to be automatically filled in.

Merge tags retrieve the information automatically so you don't have to manually input the information.

You can find and input merge tags into Offers from a text editor in Office settings --> Customer Web and from Offer admin.



WHERE TO USE MERGE TAGS

Office settings

  • Emails → Offer confirmation email body

  • Customer web → Offer confirmation page

  • Emails → Send offer email

Offer

  • Customer web frontpage

  • Standard, accommodation and transport products --> introduction and description

  • Offer design element

  • Offer product group introduction and description

  • Standard product, accommodation and transport --> terms & conditions

  • Send offer

Offer settings (text editor available if "use office defaults" is not set, or is deselected)

  • Offer confirmation email body

  • Offer confirmation page

  • Offer introduction/description

HOW TO ADD A MERGE TAG

Merge tags can be added from a html text editor where the merge tags are available. For example, if you want to add merge tags in a product description, do the following:

  1. Go into product full edit mode.

  2. Scroll down to Description text editor.

  3. Click the "merge tag" button, and select the merge tags you would like to add. You can add as many as you need. 👇

WHEN TO USE A MERGE TAG

Wherever information needs to be pulled automatically from the office, project or offer, insert a merge tag to save time!

💡 Merge tags are particularly useful when creating project templates. Superusers can create design elements in a template offer with merge fields to display information from the office, the project and the offer. Customer information can automatically be included in several ways, such as the customer name. The relevant customer name will then be displayed on all offers that are copied from this template, allowing you to standardise your offers and reduce manual input.

To give you some ideas, see the following examples below, where merge tags are highlighted in yellow.

💡 On Customer web front page:

💡 In Offer introduction:

💡 In a product introduction/description:

💡 In Terms and conditions:

WHICH MERGE TAGS CAN BE ADDED

  • Customer details: Name, Organisation number, VAT no., customer number, all Address fields, Country, Phone number, fax number, Invoice address fields.

  • Customer main contact person/Customer emergency contact person: email/username, first name, last name, main phone, additional phone

  • Offer: Heading, Customer Web link*

  • Office: Name, OfficeName

  • Project: Number, Name, number of persons, start date, end date, location, location IATA

  • Project Manager: Email address, First name, Last name, Initials and Phone number.

*The text editor on Customer Web front page will not contain the Offers merge tags (Offer heading and Customer web link) due to this page sharing more than one offer.

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