Merge fields are your biggest allies when it comes to creating content for your email, message, and text templates. Instead of writing out all of the details each time you send an email, message, or text, you can apply a template with merge fields that bring in the content you need, when you need it.

With the release of our public intake forms, you can now use public intake form merge fields to bring in a link to the public form so you can send it out in an email, message, or text to whoever needs it. Let's review how to include a public intake form merge field.

For this example, we will be adding the merge field to an email template. Open up an email template, and click on the bullet point circle in the upper right corner of the email editor. This will open your merge field options.

Select Public Intake Forms at the top and find the one you want to use. Click on the blue link which will automatically copy the merge field for you.

Go back to the email template, choose where you want the merge field to go in the body of your email, and paste the text into it.

Now, when you apply that email template, it will automatically pull that public intake form's URL into your email.