Merge tags allow you to use a single tag within a project response, section template, or response template that will update dynamically to defined content anywhere the tag is used.
Merge tags are defined by brackets around the merge tag name [ ], so when using a merge tag, they have to start and end with [ ], for example: [testtag]. Once the project is exported, merge tags will not appear in the brackets [ ], rather as the dynamic text that is being defined by the merge tag.
For example: [projectname]. When entering [projectname] in a response, the exported answer will replace that text with the name of the project.
You can see and create merge tags in Organization Settings > Project > Custom Fields.
The Responsive app provides several system-defined merge tags that can be filled out during project creation, such as:
- [projectduedate]: actual due date of the project
- [projectname]: name of the project
- [projecttype]: project type
- [projectstage]: current stage of the project
- [projectdescription]: project description
- [projectvalue]: actual value of the project
- [projectcategory]: category of the project
- [clientname]: client's name
- [clientaddress1]: client's address 1
- [clientaddress2]: client's address 2
- [clientemail]: client's email ID
- [clientphone]: client's phone number
- [contactname]: first and last name of the primary contact of the project
- [contactemail]: email of the primary contact of the project
- [contactemail#firstname]: first name of the project's primary contact
- [contactemail#lastname]: last name of the project's primary contact
- [contactemail#language]: preferred language of the primary contact
- [contactemail#jobtitle]: job title of the primary contact
- [contactemail#phonenumber]: phone number of the primary contact
- [contactemail#location]: location of the primary contact
- [additionalprimarycontact]: name of the additional primary contact
- [projectcreatedbyname]: name of the project creator
- [projectcreatedbyemail]: email of the project creator
- [projectcreatedbyemail#firstName]: first name of the project creator
- [projectcreatedbyemail#lastname]: last name of the project creator
- [projectcreatedbyemail#language]: preferred language of the project creator
- [projectcreatedbyemail#jobtitle]: job title of the project creator
- [projectcreatedbyemail#phonenumber]: phone number of the project creator
- [projectcreatedbyemail#location]: location of the project creator
- [businessunits]: business unit name
Note: In addition to the above default fields, any custom fields created will also be available as pre-defined, or system-defined, merge tags.
An example of how merge tags will be replaced by actual values is as follows:
"The [projectname] is due on [projectduedate], please contact [contactname] at [contactemail] for more information."
After export, the text becomes:
"The Social Media RFP is due on 30-Jun-2023, please contact John Smith at john@responsive.io for more information."
It is also possible to create and pre-defined merge tags. For example, "[myemail]" becomes "myemail@responsive.io".
It is also possible to create user-defined merge tags for each project.
With the Salesforce integration add-on, users can add fields from Salesforce and make these merge tags as well. Then, as the field in Salesforce changes, so will the merge tag.
Notes on Merge Tag Functionality
- For system-defined merge tags (including custom fields), the values are leveraged from the project details that have been provided while creating the project.
- If there are any content type merge tags, the value will be pulled from the value provided while creating the merge tag in Organization Settings.
- System-defined merge tags will be available across the organization, while user-defined merge tags will be available only for that specific project.
- Merge tags added to a response are displayed in the rich text editor. Hovering over the merge tag will display its value.
- Quick-search and add the required merge tag by typing “[ ” in the rich text editor. Scroll the entire merge tags list and add the required tag.
For more information, refer to Creating and Managing Merge Tags.