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Merge Tags

Amber Liggett Updated by Amber Liggett

Merge tags help you customize and personalize your text areas. Just use a merge tag and the system will replace it with the correct text. They can be used throughout your referral workflows on both pages and emails.

Different merge tags are available based on where the text is in the referral process. For example on a member page, "Referral" merge tags are not available. If the system does not have the text for the merge tag you use, the system will replace it with blank text (so the merge tag itself should not be displayed).  For a full list of merge tags, see here.

Business Merge Tags

Available: Always

Name

Raw Merge Tag

Description

Name

{BUSINESS_NAME}

Your business name

Tagline

{BUSINESS_TAGLINE}

Your business tagline

Program Name

{PROGRAM_NAME}

Program name

Program Title

{PROGRAM_TITLE}

Program title

Login URL

{PROGRAM_LOGIN_URL}

Program login page

Member Merge Tags

Available: Any page/email where the Member is known

Name

Raw Merge Tag

Description

Full Name

{MEMBER_FULL_NAME}

Member's full name

First Name

{MEMBER_FIRST_NAME}

Member's first name

Last Name

{MEMBER_LAST_NAME}

Member's last name

Email

{MEMBER_EMAIL}

Member's email

Phone Number

{MEMBER_PHONE}

Member's phone number

Referral Code

{MEMBER_REFERRAL_CODE}

Member's unique referral code

Password

{MEMBER_PASSWORD}

Member's password

Member Page URL

{MEMBER_ACCESS_URL}

URL linking to the Member's page, where the Member can track and share from

Referral URL

{MEMBER_REFERRAL_URL}

Unique URL for the Member to send to their friends

Member Other Merge Tags

Available: Any page/email where the Member is known, less commonly used merge tags

Name

Raw Merge Tag

Description

Date Of Birth

{MEMBER_DOB}

Member's date of birth

External ID

{MEMBER_EXTERNAL_IDENTIFIER}

Member's external identifier

Text 1 Name

{MEMBER_TEXT_1_NAME}

Member's custom text #1 name

Text 1 Value

{MEMBER_TEXT_1_VALUE}

Member's custom text #1 value

Text 2 Name

{MEMBER_TEXT_2_NAME}

Member's custom text #2 name

Text 2 Value

{MEMBER_TEXT_2_VALUE}

Member's custom text #2 value

Text 3 Name

{MEMBER_TEXT_3_NAME}

Member's custom text #3 name

Text 3 Value

{MEMBER_TEXT_3_VALUE}

Member's custom text #3 value

Option 1 Name

{MEMBER_OPTION_1_NAME}

Member's custom drop down #1 name

Option 1 Value

{MEMBER_OPTION_1_VALUE}

Member's custom drop down #1 value

Option 2 Name

{MEMBER_OPTION_2_NAME}

Member's custom drop down #2 name

Option 2 Value

{MEMBER_OPTION_2_VALUE}

Member's custom drop down #2 value

Referral Code-Barcode

{MEMBER_REFERRAL_CODE_BARCODE}

Member's referral code as a barcode

Referral Code-QR Code

{MEMBER_REFERRAL_CODE_QRCODE}

Member's referral code as a QR code

Referral Merge Tags

Available: Any page/email where the Referral is known

Name

Raw Merge Tag

Description

Full name

{REFERRAL_FULL_NAME}

Referral's full name

First name

{REFERRAL_FIRST_NAME} 

Referral's first name

Last name

{REFERRAL_LAST_NAME}

Referral's last name

Email

{REFERRAL_EMAIL}

Referral's email

Phone

{REFERRAL_PHONE}

Referral's phone number

Company Name

{REFERRAL_COMPANY_NAME}

Referral's company name

Amount

{REFERRAL_AMOUNT} 

Referral amount

Source

{REFERRAL_SOURCE}

Source of Referral

Referral Other Merge Tags

Available: Any page/email where the Referral is known, less commonly used merge tags

Name

Raw Merge Tag

Description

Private Note

{REFERRAL_NOTE}

Private internal Referral Note

Public Note

{REFERRAL_PUBLIC_NOTE}

Note that can be viewed by a Member

Text 1 Name

{REFERRAL_TEXT_1_NAME}

Referral's custom text #1 name

Text 1 Value

{REFERRAL_TEXT_1_VALUE} 

Referral's custom text #1 value

Text 2 Name

{REFERRAL_TEXT_2_NAME}

Referral's custom text #2 name

Text 2 Value

{REFERRAL_TEXT_2_VALUE}

Referral's custom text #2 value

Text 3 Name

{REFERRAL_TEXT_3_NAME}

Referral's custom text #3 name

Text 3 Value

{REFERRAL_TEXT_3_VALUE}

Referral's custom text #3 value

Preferred Contact

{REFERRAL_CONTACT}

Referral's preferred contact method

Option 1 Name

{REFERRAL_OPTION_1_NAME}

Referral's custom drop down #1 name

Option 1 Value

{REFERRAL_OPTION_1_VALUE}

Referral's custom drop down #1 value

Option 2 Name

{REFERRAL_OPTION_2_NAME}

Referral's custom drop down #2 name

Option 2 Value

{REFERRAL_OPTION_2_VALUE}

Referral's custom drop down #2 value

Invitee Merge Tags

Available: Invite email campaigns

Name

Raw Merge Tag

Description

Full Name

{INVITEE_FULL_NAME}

Invitee's full name

First Name

{INVITEE_FIRST_NAME}

Invitee's first name

Last Name

{INVITEE_LAST_NAME}

Invitee's last name

Email Address

{INVITEE_EMAIL}

Invitee's email

Reward Merge Tags

Available: Any page/email where the reward is known

Name

Raw Merge Tag

Description

Recipient Name

{REWARD_RECIPIENT_NAME}

Reward's recipient name

Recipient Email

{REWARD_RECIPIENT_EMAIL_ADDRESS}

Reward's recipient email address

Reward Amount

{REWARD_AMOUNT}

Reward amount

Reward Description

{REWARD_DESCRIPTION}

Description of the reward, copied from the reward rule or manually set on the reward

Payout Description

{REWARD_PAYOUT_DESCRIPTION}

Description of the payout

Eligibility Date

{REWARD_ELIGIBILITY_DATE}

Eligibility date of the reward if available 

Member Statistics

Name

Raw Merge Tag

Description

Member Views

{MEMBER_STATS_VIEWS_TOTAL}

Member's total views

Member's Referrals

{MEMBER_STATS_REFERRALS_TOTAL}

Member's total referrals

Qualified Referrals

{MEMBER_STATS_REFERRALS_QUALIFIED_TOTAL}

Member's total qualified referrals

Pending Referrals

{MEMBER_STATS_REFERRALS_PENDING_TOTAL}

Member's total pending referrals

Approved Referrals

{MEMBER_STATS_REFERRALS_APPROVED_TOTAL}

Member's total approved referrals

Approved Amount

{MEMBER_STATS_REFERRALS_AMOUNT_APPROVED_TOTAL}

Member's total approved amount

Total Rewards

{MEMBER_STATS_REWARDS_COUNT_TOTAL}

Member's total rewards

Total Reward Amount

{MEMBER_STATS_REWARDS_AMOUNT_TOTAL} 

Member's total reward amount

Pending Reward Amount

{MEMBER_STATS_REWARDS_AMOUNT_PENDING_TOTAL}

Member's total pending reward amount

Issued Reward Amount

{MEMBER_STATS_REWARDS_AMOUNT_ISSUED_TOTAL}

Member's total issued amount

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