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).  For a full list of merge tags, see here.

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
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

NameRaw Merge TagDescription
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

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
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

NameRaw Merge TagDescription
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

NameRaw Merge TagDescription
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

NameRaw Merge TagDescription
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

NameRaw Merge TagDescription
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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