User merge tags are merge tags tied to your user account. They work like standard merge tags such as %first_name% or %company_name%, but you set both the tag name and the value, so you can change the value once in Settings and every template that uses the tag picks up the new value.
How to Create a User Merge Tag
Click Settings.
Click User Merge Tags.
In the New User Merge Tag box, type the tag name with a percent sign at the beginning and end, such as
%user_scheduler%. Use a name that describes what the tag holds.Click Create Merge Tag.
Double-click the Add Value... field next to the new tag.
Enter the value, such as your scheduler link, and press Enter to save.
How to Insert a User Merge Tag Into a Template
Open an email or text template.
Place your cursor where the tag should go.
Click the Insert Merge Tag button in the editor toolbar.
Open the Your Information dropdown.
Select your user merge tag.
Save the template.
You can also type the tag into the template, such as %user_scheduler%.
How to Link Text to a User Merge Tag
Highlight the text you want to link, such as "Book a Call".
Click the Link icon.
Enter your merge tag in the URL field, such as
%user_scheduler%.Click Insert Link.
Save the template.
How to Update a User Merge Tag in Every Template
Click Settings.
Click User Merge Tags.
Double-click the value next to the tag you want to update.
Enter the new value and press Enter.
The new value applies to every email and text template that uses the tag.
Key Notes
A user merge tag must start and end with a percent sign, such as
%YOUR_FIRST_NAME%.A user merge tag can't use the same name as a standard merge tag.
A value can be a link, a phone number, plain text, or HTML.
User merge tags belong to each user. When a teammate uses a copy of your template, they create a user merge tag with the same name and their own value.
Video Walkthrough
Use the timestamps below to jump to specific sections:
0:00 - What user merge tags are
4:15 - How to create a user merge tag
6:46 - How to insert a user merge tag into a template
8:13 - How to link text to a user merge tag and update it in every template