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
❔ 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
Emails → Offer confirmation email body
Customer web → Offer confirmation page
Emails → Send offer email
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
Offer settings (text editor available if "use office defaults" is not set, or is deselected)
Offer confirmation email body
Offer confirmation page
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:
Go into product full edit mode.
Scroll down to Description text editor.
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.