Can I personalise emails? What are merge fields?

Merge fields are system tags which pull information automatically from within the user profile and/or entries. Merge tags are a way to populate notifications and certificates with personalised information like a user's name, the name of their entry, their category selection, and more.

Merge fields are available in the following places in Award Force:

• Broadcasts 
• Notifications, including review flow notifications
• Award certificates
• Packing slips

In the above example, the curly brackets ({}) are merge fields. When the message is sent the merge field is replaced with data. For example, the {account_name} field will be replaced by a the name of your Award Force program.

When merge fields are available when composing a broadcast or notification they'll appear as clickable links.

To add a merge field, all you need to do is place your cursor where you want the merge field and then click the merge tag you want, it will automatically be placed where your cursor is in the email subject line, email body, or SMS body:

Custom merge fields

You can create custom merge fields from fields you’ve created by using the {entry_field:abcd1234} and {user_field:abcd1234} merge fields, however, these are subject to the notification trigger type.

Example: Trigger: Entry submitted

For this to work you’ll need to replace the 'abcd1234' sample slug with the actual slug for the field. The slug is the unique ID for each field which can be found at the very end of the URL of that field. To find it, open the Manage workspace, go to Settings > Entries > Fields, and click on any field to open it for editing in your browser. Check the URL in the browser address bar and you’ll see something like this:

https://yourprogram.awardsplatform.com/field/YlegNDAo

The eight-character code at the end is the slug. This is the unique ID that references that specific field. If it’s an entry field the merge field in this example will look like this:

{entry_field:YlegNDAo}

If the field is a user field then it will look like this:

{user_field:YlegNDAo}

Default merge fields

Depending on what trigger you've selected, the available merge fields will change. Below you'll find a handful of common merge fields and the information that they pull.