Email Merge Tags

A merge tag is a small snippet of code that allows you to insert dynamic data into your emails. For example, you can use the field "Client Name" as a merge tag like this: %client.name%.

Merge tags only function within email templates - they won't work if typed directly into an email you are composing, or scheduling. To use a merge tag in your email template, simply type it anywhere in the body of the email. When the template is used, the merge tag will be replaced with the corresponding data.

If a merge tag has no associated data, it will return empty. For instance, if you use the merge tag %client.phone% but the client's phone number isn't stored in Band Pencil, the merge will result in a blank. If the merge tag isn't supported (see below) it will return the merge tag - e.g. if you use a template which has %client.phone% when on the member page, %client.phone% will be returned.

Merge tags only work on certain pages which allow email templates these include:

Event page

The following merge tags will work:

When emailing your client:

• %client.name%
• %client.company%
• %client.email%
• %client.phone%
• %event.name%
• %event.date%

Emailing members:

• %event.name%
• %event.date%

Client page

The following merge tags will work:

• %client.name%
• %client.title%
• %client.company%
• %client.email%
• %client.phone%
• %client.address%

Member page

The following merge tags will work:

• %member.role%
• %member.name%
• %member.email%
• %member.phone%