A merge tag is a placeholder like %FIRST_NAME% that VipeCloud replaces with real information when an email or text sends. If there's no information for a tag, it displays blank.
How to Insert a Merge Tag
Open the email or text editor.
Place your cursor where the tag should go.
Click the Insert Merge Tag button in the editor toolbar.
Click a section to expand it, such as Standard Fields or Your Information.
Click the tag to insert it at your cursor.
You can also type a tag by hand. Type it exactly as listed, including the percent signs and underscores.
Contact Field Merge Tags
Contact field tags are replaced with the recipient's own information.
Standard Fields - VipeCloud's built-in contact fields. Each tag is the field name in capitals with underscores, such as %FIRST_NAME% or %EMAIL%.
Custom Fields - the contact fields your account created. Each tag starts with CUSTOM:, followed by the field name in capitals with spaces changed to underscores. A field named Investment Level becomes %CUSTOM:INVESTMENT_LEVEL%.
The Standard Fields and Custom Fields sections of the Insert Merge Tag pop-up list every tag available in your account.
Your Information Merge Tags
These tags are replaced with the sending user's information from their user settings, so one template works for everyone on your team. To add your own tags to this list, see How To Use User Merge Tags To Future-Proof Your Template Updates.
%SIGNATURE% - your email signature. See Email Signature Alignment and the %SIGNATURE% Merge Tag.
%YOUR_FIRST_NAME%, %YOUR_LAST_NAME% - your name.
%YOUR_EMAIL% - your email address.
%YOUR_COMPANY%, %YOUR_TITLE%, %YOUR_WEBSITE% - your company, job title, and website.
%YOUR_PHONE%, %YOUR_MOBILE_PHONE% - your office and mobile phone numbers.
%YOUR_PHONE_E164%, %YOUR_MOBILE_PHONE_E164% - the same numbers in international format, such as +15555550123. Use these in tel: links.
%YOUR_ADDRESS%, %YOUR_ADDRESS1%, %YOUR_CITY%, %YOUR_STATE%, %YOUR_ZIP% - your address.
%YOUR_PHOTO_URL%, %YOUR_FULL_SIZE_PHOTO_URL% - links to your profile photo and its full-size version.
%YOUR_TWITTER%, %YOUR_FACEBOOK%, %YOUR_LINKEDIN%, %YOUR_INSTAGRAM% - your social profile links.
%YOUR_TEXT_NUMBER_E164% - your VipeCloud texting number in international format.
%YOUR_TEXT_NUMBER_QR_CODE_URL% - a link to a QR code image that starts a text to your texting number.
Scheduler Event Merge Tags
These tags are replaced with details of a booked meeting. They appear in the Calendar Events (Scheduler) section of the Insert Merge Tag pop-up in the email and text editors, and work in scheduler confirmation and reminder messages. See How To Customize Your Scheduler Reminder Emails & Texts.
%EVENT_TITLE%, %EVENT_DESCRIPTION% - the meeting's title and description.
%EVENT_URL%, %EVENT_PHONE% - the meeting link and phone number.
%EVENT_START_TIME%, %EVENT_END_TIME% - for example 2:00pm and 3:00pm.
%EVENT_DURATION% or %EVENT_DURATION_LONG% - for example 1 hour and 15 minutes. %EVENT_DURATION_SHORT% shows 1:15.
%EVENT_NUMBER_DATE% - for example 02/11/2024.
%EVENT_DATE_FULL% - the full date of the meeting.
%EVENT_DAY% or %EVENT_DAY_LONG% - for example Friday. %EVENT_DAY_SHORT% shows Fri.
%EVENT_MONTH% or %EVENT_MONTH_LONG% - for example February. %EVENT_MONTH_SHORT% shows Feb.
%EVENT_DATE% - the day of the month, for example 15.
%EVENT_YEAR% or %EVENT_YEAR_LONG% - for example 2024. %EVENT_YEAR_SHORT% shows 24.
%EVENT_TIMEZONE%, %EVENT_TIMEZONE_OFFSET% - the meeting's time zone and its offset.
Unsubscribe and Privacy Merge Tags
These are in the Other Merge Tags section of the Insert Merge Tag pop-up.
%UNSUBSCRIBE_LINK% - a link the recipient clicks to unsubscribe from your mass emails.
%UNSUBSCRIBE_FROM_LIST% - a link that unsubscribes the recipient from the contact list the email was sent to.
%PRIVACY_POLICY_LINK% - a link to your privacy policy.
Key Notes
A tag with no matching information displays blank, so check that your contacts have a value before relying on a tag in a greeting.
Tags are case sensitive and must keep their percent signs and underscores. A mistyped tag sends as plain text.
Social posts have their own set of merge tags in the Insert Social Merge Tag pop-up.
Landing pages use different merge tags. See What Are Landing Page Merge Tags?.