Use Merge Tags on Campaign Pages

Tip

Merge Tag Uses:

To insert information directly from the system into a campaign page - so that if this information is updated internally in Active Steward, the change will be reflected here without needing a manual update.
To provide a quick way to display information on a page, rather than manually typing it out.
Some information is user dependent. For example, we could display the current user's contact information on a page. The merge tag will display information that is only relevant to the current viewer in this case.

Warning

The prerequisites for using merge tags is creating a campaign page.

1. In a campaign edit page, 👆 navigate to the "Page Content" section.

2. 👆 Click "Insert" 👉 "Merge tag" and 👆 select an option from the list.

Repeat this step to include as many merge tags as required.

Warning

If the data to insert via a merge tag does not exist in the system, then it will show as blank on the page when a contact views it.

Tip

Merge tags are identified by curly brackets.

3. 👆 Click "SAVE".

4. 🥳 When previewing the page, the merge tags are displaying the relevant information for this user.