Merge Tags

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 they 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).

Business Merge Tags

Available: Always

NameRaw Merge TagDescription
Name{BUSINESS_NAME}Your business name
Tagline{BUSINESS_TAGLINE}Your business tagline
Program Name{PROGRAM_NAME}Program name
Program Title{PROGRAM_TITLE}Program title
Member Offer{MEMBER_OFFER}Offer to Member
Referral Offer{REFERRAL_OFFER}Offer to Referral
Login URL{PROGRAM_LOGIN_URL}Program login page

Member Merge Tags

Available: Any page/email where the Member is known

NameRaw Merge TagDescription
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
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
Referral Code{MEMBER_REFERRAL_CODE}Member's unique referral code
Password{MEMBER_PASSWORD}Member's password

Member Other Merge Tags

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

NameRaw Merge TagDescription
Phone{MEMBER_PHONE}Member's phone number
DOB{MEMBER_DOB}Member's date of birth
External ID{MEMBER_EXTERNAL_IDENTIFIER}Member's external identifier
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
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
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

Referral Merge Tags

Available: Any page/email where the Referral is known

NameRaw Merge TagDescription
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
Amount{REFERRAL_AMOUNT} Referral amount

Referral Other Merge Tags

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

NameRaw Merge TagDescription
Preferred Contact{REFERRAL_CONTACT}Referral's preferred contact method
Private Note{REFERRAL_NOTE}Private internal Referral Note
Public Note{REFERRAL_PUBLIC_NOTE}Note that can be viewed by a Member
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
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



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