Use merge tags to standardise forms to save time inputting and updating information when creating and copying forms.

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.

WHERE TO USE MERGE TAGS

You can find and input merge tags into Forms, menu items and the booking confirmation email from the following text editors:

  • Form front page "text" element

  • Menu item content page

  • Personal Details main text

  • Booking Confirmation email body

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 booking confirmation email, do the following:

  1. Go into Form settings --> Booking confirmation

  2. Scroll down to the email body text box

  3. Click the "merge tag" button, and select the merge tags you would like to add. You can add as many as you need. πŸ‘‡πŸ½

4. When clicking "Start date", this merge tag will be added where the green arrow is pointing.

This is how it will appear to the recipient of the email (with more merge tags added). πŸ‘‡πŸ½

πŸ“ŒNOTE: You can use the same merge tags that are used in the booking confirmation email body in the email subject line. To do this, copy and paste the merge tag into the subject line.

WHEN TO USE A MERGE TAG

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

πŸ’‘ Merge tags are particularly useful when creating project templates. Superusers can create template forms with standard texts and menu items, using merge fields to display information from the office and the project including participant information, form deadlines, links to front page, the form first step and much more.

Here are some more examples where merge tags have been used and are highlighted in yellow.

Form front page:

Form first step (Personal details page):



WHICH MERGE TAGS CAN BE ADDED

Office details: Office, Office name

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

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

Form: Front page link, First step link (personal details page), deadline for registration, deadline for change, deadline for name reporting, delay payments until date, delay remaining payments until date

Booking confirmation email body

All the above merge tags can be added to the booking confirmation email along with the following:

Booking: Reference, login link, payment link, created date, participants, specific product information

Participant: First name, last name, email, phone

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