Merge tags are a great way to add context and personalization to emails. They allow you to include user attributes such as their first name in your emails. To add a merge tag, simply select the merge tag icon in the toolbar of the email editor. When the email is sent, the first name of the user will be added in the appropriate place.
You can also use merge tags to add custom user data attributes to your email. If you sync user data to the platform, you can include that data as a merge tag in your email. It's important to note that users who do not have the appropriate merge tag or a fallback variable will not receive the email.
Merge tags help you take your user’s attributes and add them in context to an email. A common way of using them is to personalize an email greeting by a user’s first name. To accomplish this, select the merge tag icon in the toolbar of the email editor like so 👇
When the email is sent, it will show the first name for the user:
“Hey Chris,”
But it will appear like this in the editor:
Any user data attributes you sync with the platform either through the API or through Zapier you can include as a merge tag in your email to further personalize it.
For example, say you wanted to create a rollup email with metrics about a user over the last week. You could sync those metrics to Loops as data attributes.
The data attributes will automatically be available as merge tags and in your dropdown within the merge tag menu as pictured below:
It is important to set a fallback variable for any custom merge tags you use. If a user does not have the appropriate merge tag, the fallback variable will be used instead.
For example, if you set a fallback variable for “First Name” as “there”, then if a user does not have this data attribute, the email will include “there” in the place of the number of logins. This is a great way to make sure that your emails still make sense to users even if there is no data available.
