Merge Fields
Merge fields can be inserted into the body or subject of an email or text message to pull specific pieces of information from a Person Datasheet, Job Datasheet, Company, or Network Recruiter Profile. There are three main types of merge fields:
- People Merge Fields - these pull pieces of information from the Datasheet of the corresponding recipient(s)
- People Merge Fields can be used in text messages, as well as mass emails, or a standard email to only one recipient
- Company Merge Fields - these pull pieces of information from the company that's related to email or text message
- Job Merge Fields - these pull pieces of information from the Job that’s related to the email or text message
For members of the Top Echelon Network, there is a third available type:
- Recruiter Merge Fields - these pull pieces of information from the Network Recruiter(s) in the To field
Merge Fields are a powerful tool you can also use in combination with Email Templates and Text Message Templates to automatically pull in personalized data into commonly sent messages and Automations.
To add Merge Fields to an email:
- Create a new email and navigate to the editor bar
- Click to expand the Merge Field drop-down and then select the appropriate data field you would like inserted into your message
- Click the Open Preview button at the bottom of the email to review what the email will look like to each recipient
To Add Merge Fields to a Text Message:
- Create a new text message and navigate to the editor bar
- Click to expand the Merge Fields drop-down and then select the appropriate data field you would like inserted into your message
