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Using Merge Fields

Helpful Tips on Using Merge Fields

Emma Sledge avatar
Written by Emma Sledge
Updated over 3 years ago

Merge Fields are available to add to the body of an email or text message to automatically customize a message when you're communicating with applicants in Apploi.

For example, you can place a merge field in an email or text template so that the greeting message automatically includes the recipient's name rather than you having to type it in manually.

There are various merge field options available in Apploi when crafting a message or saving a template to be used in the future. To see the available merge field options, click into the Applicants page, hover over the Actions column and click the Email this applicant icon or Text this applicant.

In the email form, click the Insert merge field dropdown menu to see which merge fields are available to use. Click any of the merge fields that you would like to be included in your email and the corresponding field will populate.

In the text message form, you'll also click the Insert merge field dropdown menu to access the available merge fields. Click any of the merge fields that you would like to be included in your text messages and the corresponding field will populate.

Take advantage of merge fields when emailing and texting applicants in bulk as well. The merge fields will automatically populate information for each applicant without needing to be updated individually. Check out this article to learn more about communicating with applicants in bulk.

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