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Using Merge Tags to Customize Your Emails
Using Merge Tags to Customize Your Emails

Personalize scheduled emails with traveler information by inserting a Merge Tag in the body of your email and subject line.

Updated over a week ago

Intended Audience: Trip Organizers who want to write personalized email blasts to their travelers using Scheduled Messages.

Article Summary: Learn how to use Merge Tags to insert traveler specific information within the body of a scheduled email blast.

Table of Contents:

For details about how to send a Scheduled Message, check out this article.

List of Merge Tags Available

Merge Tag

[Should be entered exactly as it appears below]

Displayed Information

{traveler.firstname}

Traveler's first name

{traveler.lastname}

Traveler's last name

{traveler.package}

Name of the package the traveler purchased

{traveler.referrallink}

Traveler's unique referral link URL

{trip.name}

Name of the trip

{trip.destination}

Destination of the trip

{trip.startdate}

Trip start date

{trip.enddate}

Trip end date

{trip.lastdaytobook}

Last day to book

☝️ Reminder: Merge Tags are case and character sensitive. If a merge tag is entered incorrectly, it will be displayed in the email without any substitution.

(E.g "Hi {traveler.nname}," will appear as "Hi {traveler.nname}," in the email)

What is a Merge Tag?

Merge Tags are placeholders within your email templates that allow you to insert dynamic and personalized content into your messages. They are widely used to create individualized emails for each recipient, enhancing the relevance and engagement of your communications.

With SquadTrip's Scheduled Messages feature, you can use a variety of merge tags to tailor your emails for travelers and trips, such as first names, last names, package names, unique referral links, and more.

Why should I use a Merge Tag?

Using merge tags offers several advantages:

  1. Personalization: Merge tags enable you to address recipients by their first name, providing a personalized touch to your emails. Personalized content is more likely to capture your audience's attention and build a stronger connection.

  2. Efficiency: Instead of manually customizing emails for each traveler and trip, merge tags automate the process. This saves you time and ensures accuracy, especially when dealing with a large number of recipients.

  3. Relevance: By tailoring your email content using merge tags, you can make your messages more relevant to your recipients, increasing the chances of achieving your desired goals, whether it's promoting travel packages, referrals, or sharing trip details.

  4. Higher Conversions: Personalized content, achieved through merge tags, can help you create more targeted calls to action and offers, increasing the likelihood of conversions.

How do I use a Merge Tag in my email?

To use a merge tag in your email, follow these simple steps:

  1. Compose your email: Start by composing your Scheduled Message using the email editor.

  2. Insert a merge tag: To insert a merge tag, place your cursor where you want to add the personalized information. Then, type a merge tag from the available merge tags, such as {traveler.firstname}, {trip.destination}, or any other relevant merge tag.

  3. Test Email: You can preview the email to see how the merge tags will appear for each recipient by sending yourself a test email.

Example Explained:
In this example below, the email will automatically insert information based on the merge tag. We'll assume the following information to be true:

  • Traveler's first name = Megan

  • Trip destination = St. Lucia

  • Trip start date = December 1, 2023

  • Last day to book = November 15, 2023

  • Traveler's referral link = www.squadtrip.com/trip/0123/megan000

The email will read:

Hi Megan,

I'm so excited for our trip to St. Lucia on December 1, 2023.

Just a reminder, the last day to book is November 15, 2023.

If you have a friend you'd like to invite, you can use your referral link: www.squadtrip.com/trip/0123/megan000

Remember, if you try to use a merge tag that doesn't have any data associated with it for a specific traveler or trip, it won't display anything, ensuring a seamless experience for your recipients.

Frequently asked questions

Can I use multiple merge tags in a single email?

Yes, you can use multiple merge tags in the same email to create highly personalized content.

What happens if I misspell a merge tag?

If a merge tag is not supported based on the list above or if it was spelled incorrectly, it will appear as normal text in the email.

(E.g "Hi {traveler.nname}," will appear as "Hi {traveler.nname}," in the email)

What happens if no data exists for a traveler?

If you use a merge tag and a traveler has no data for that tag, then no data or text will be displayed.

(E.g "Here is your referral link: {traveler.referrallink}" will appear as "Here is your referral link:" if the traveler does not have a referral link associated with their account.)

Can I use merge tags in the email's subject line?

Yes, you can add a merge tag in the subject line.

Have questions? We have answers! 😊

Email us at help@squadtrip.com or send us a message via chat.

Have a feature request would make your life easier? Share it with us on our public feature request board.

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