What is a Merge Tag?

Creating the Merge Tag in HQ

Adding the Value in Franchisee Accounts

What is a Merge Tag?

Merge tags are essentially a piece of code that allows you to include dynamic, unique data in your marketing initiatives. This is particularly helpful if you are creating an auto-campaign or scheduled email at the HQ level but want the language to be oriented to each location when the content is ultimately pushed to franchisees.

For example, let's say you have created an auto-campaign in the HQ account...

  • This campaign includes an auto-email to target clients who have created a profile in your booking software and encourage them to purchase and/or book.

  • Instead of pushing this email into each franchisee account and then manually editing the content in each account to reflect that particular franchisee, I can use a merge tag to automatically populate the relevant information in each account!

Ready to create a franchise merge tag? Log into your HQ account to get started!

Creating the Merge Tag in HQ

1. Once logged into the HQ account, navigate to your business name in the top-right > click Settings.

2. In the left-hand menu, navigate to Company Profile.

3. Scroll to the Merge Tags section > click into the Franchise Merge Tags tab.

Settings 
Company Settings 
Company Profile 
Franchisees 
Team 
User Groups 
Integrations 
Company Brand 
Emails 
Landing Pages 
Reporting 
user Settings 
User Profile 
Notifications 
Admin 
Onboarding 
Subscription 
Templates 
MINDBODY 
Checkout Flows 
Debug 
Company Profile 
Account Name 
Sandbox 
Account Time Zone 
New York (Eastern) 
O 
All of your scheduled actions and emails will use this time zone for scheduling and sending. 
Website URL 
brandbotcom 
Save 
Merge Tags 
Account Merge Tags 
Sync with Franchisees 
Franchise Merge Tags 
Any changes in values made here only apply to this account. 
If o Merge Tag is added here, it will be created in 011 Franchisee Accounts. 
unlimitied-memberhisip 
unlimitied-memberhisip 
use it as such:

4. Once in the Franchise Merge Tags tab, click Add new Merge Tag.

Merge Tags 
Account Merge Tags 
Sync with Franchisees 
Franchise Merge Tags 
Any changes in values made here only apply to this account. 
If a Merge Tag is added here. it will be created in 011 Franchisee Accounts. 
unlimitied-memberhisip 
unlimitied-memberhisip 
use it as such: 
test 
test 
use it as such: 
Add new Merge Tag

5. Fill out the merge tag information.

  • The Identifier is the merge tag itself (the computer-friendly version.)

  • The Label is the description of the merge tag (the human-friendly version.)

  • The Value will not be filled in in the HQ site - this will be inputted in each franchisee account.

6. Click Add to create the merge tag.

7. Click Sync with Franchisees to share it with all of your child accounts.

Sync with Franchisees 
Any changes in values made here only apply to this account. 
If a Merge Tag is added here. it will be created in 011 Franchisee Accounts. 
Identifier 
schedule_page 
The idenfitier needs to be unique and will be used in the merge tog itself. No spaces o' 
Label 
Schedule page 
Value (optional) 
Value 
Add

*Note: You'll have to do this every time a new franchisee is located. It will not override what existing franchisees have in their accounts.

Now, when creating an email in the HQ account, this merge tag will be included on the list of Available Personalizations that can be copied/pasted into your message content.

Can't 
here: [%schedule_page%] 
AVAILABLE PERSONALIZATIONS 
First Name 
Last Name 
Last Instructor 
Last visit date (e.g. May 7th) 
Signature 
Business Name 
Friendly SMS Name 
Phone Number 
Facebook URL 
Instagram URL 
Youtube URL 
unlimitied-memberhisip 
test 
Schedule Page 
dio, book your class 
copy_ 
copy_ 
copy_ 
copy_ 
copy_ 
copy_ 
copy_ 
copy_ 
copy_ 
copy_ 
copy_ 
copy_ 
copy_ 
Copy

Adding the Value in Franchisee Accounts

1. Log in to the franchisee account.

2. Navigate to your business name in the top-right > click Settings.

3. In the left-hand menu, navigate to Company Profile.

4. Scroll to the Merge Tags section > click into the Franchise Merge Tags tab.

5. In the Value section, add the data specific to that location.

Image 2022-01-03 at 12.40.23 PM

*Note: Remove https:// from the URL if copying and pasting


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