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Using Merge Fields️ while creating steps, templates and signatures

3 min read - updated few hours ago

While creating a mass-sent messages in Revenue Grid, make use of powerful rationalization feature — Merge Fields. It automatically inserts recipient-specific piece of data to email and SMS types of steps.

Merge field feature is available when:

- Adding a step to a Sequence
- Adding emails to CC field (because you can merge an email type of a field) - Building a template
- Building a signature
- Building an unsubscribe text

For example this is how merge-fielded email will look when you build it, and how your recipient will see it:

Insert a merge field

In order to insert a merge-field value:

1. Put a cursor where auto-inserted value should appear in the message

2. Type {{ to see the drop-down with available variables you can choose from. Alternatively use {{ }} icon on the editor bar.
(insert merge fields) on the text editor toolbar

3. Choose what recipient-specific value you want to auto-insert into a mass email.

The value gets retrieved from Salesforce (recipient-specific data) or Revenue Grid (sender-specific data such as signature, campaign unsubscribe link, and more).

Commonly used merge-field examples: Lead/Contact Salutation, Full name and Company name, RE Sequence starter’s (Owner’s) name and RE email signature, sequence unsubscribe link, etc.


Note

When you use {{Sender Phone Number}} type of a merge field, Revenue Grid will pull sender's mobile number if available. In case if Mobile field is not populated, then it will show number set in Phone field.

Troubleshoot broken merge fields

To check a merge field's validity, you need to switch the editor to Preview mode (use tabs below the editor). Then, choose a recipient from "To:" field drop-down (if you haven't added recipients to the sequence yet, then "To:" field will show John Doe as a placeholder) whom you want to preview the end result for. In preview mode, invalid merge fields get highlighted with red color.

While processing an email type of a Step, Revenue Grid checks whether all merge field’s values are available. Some may not be available due to empty values in Salesforce, wrong syntactic, no API access etc. If a value is missing for a specific prospect, then an automated email containing it will not be sent to the prospect. Instead, it will be moved to Action Center‘s To-Dos tab and hang on there until handled manually.

The best practice to fix it, is to populate the missing field (highlighted red) on the recipients’ file in Salesforce. Otherwise, remove the merge field tag from the message.

Use If-Then-Else logic to replace missing fields with alternative values


While personalizing a mass message, you should merge in a field from Salesforce. When a field is blank for a certain prospect though, utilize if-then-else expression.

Example:

Expected result: “Dear John…”, or when name field is blank, simply “Dear Customer…”.

Regular expression: “Dear {{Name}}…” which will cause Merge Field Issue in cases when Name field is blank for a prospect. Go to the Action Center’s To-do tab to fix such issue manually. Until you fix the issue, a prospect will hang on there and will not proceed to the next step of a Sequence.

Smart expression: “Dear {{#if Name}}{{Name}}{{#else}}Customer{{/if}}”

The most convenient way to use the smart expression is, type the "#" symbol, and choose the value you want to insert.


Awesome Merge Field options:

Part of the day merge field: Say you start your outreach with a greeting like “Good {{part_of_the_day}}“, Revenue Grid will pull a value among “morning”, “afternoon”, or “evening” depending on when exactly the email is being sent off taking into consideration the recipient’s time zone:

  • “morning” – from 12 AM to 12 PM
  • “afternoon” – from 12 PM to 4 PM
  • “evening” – from 4 PM to 12 AM


Last step day merge field: Use this merge field when you want to refer to the previous outreach within a sequence. It works best with Follow-up type of steps. Case use: You have an email type of a step which has been executed on the previous Thursday. The next step in the sequence can have this merge field and look like “I emailed you on {{last_step_day}}, but never heard back.” The recipient will see this: “I emailed you on Thursday, but never heard back.”
Note that Last step day merge field will work only if the previous step was executed.


Book me link merge field: Adds personal Book me link to the email. Depending on whose behalf the sequence is being run, you can add {{Owner BookMe Text}} or {{Sender BookMe Text}}. Go to settings to set up your personal Book me link.

You can add extra book me or unsubscribe links to your email steps. Those links will be associated with the sequence, for complex link tracking and performance measurements.











Available Merge Field values

Possible recipient-specific values pulled from Salesforce
First Name Mailing City Photo URL Lead Source
Last Name Mailing State/Province Clean Status Status
Full Name Mailing Zip/Postal Code Level Industry
Title Mailing Country Languages Rating
LinkedIn Mailing Latitude Deleted Annual Revenue
Phone Number Mailing Longitude Salutation Employees
Skype Mailing Geocode Accuracy Company Converted
Building Business Phone Street Converted Date
Apartment Business Fax City Unread By Owner
Zip Home Phone State/Province Created Date
TimeZone Other Phone Zip/Postal Code Last Modified Date
Other Street Asst. Phone Country System Modstamp
Other City Department Latitude Last Activity
Other State/Province Assistant’s Name Longitude Last Viewed Date
Other Zip/Postal Code Birth date Geocode Accuracy Last Referenced Date
Other Country Contact Description Phone Company D-U-N-S Number
Other Latitude Last Stay-in-Touch Request Date Mobile Phone Email Bounced Reason
Other Longitude Last Stay-in-Touch Save Date Fax Email Bounced Date
Other Geocode Accuracy Is Email Bounced Email Current Generator(s)
Mailing Street Data.com Key Website Prospect owner email
SIC Code Product Interest Primary
Number of Locations Jigsaw Contact ID Description

Possible sender-specific values pulled from Revenue Grid
First Name Sender Email Unsubscribe Text
Sender First Name Sender Title Unsubscribe Link
Sender Last Name Sender Phone Number Primary Signature
Sender Full Name Org Name Secondary Signature

Note

Primary and Secondary signature merge fields are not available when Auto-add signature check-box is selected in Personal Settings.

Special values

Values

Description

Example

today

Inserts day of the week when an email gets sent out

{{today}} → Friday

tomorrow

Inserts the following day of the week when an email gets sent out

{{tomorrow}} → Saturday

days_from_now N

Inserts day of the week N days after the email gets sent out

{{days_from_now 2}} → Sunday

weekdays_from_now N

Inserts day of the week N workdays after the email gets sent out

{{weekdays_from_now 2}} → Tuesday

part_of_the_day

Inserts part of the day when an email gets sent out, considering the recipient’s time zone

{{part_of_the_day}} → morning

last_step_day

Inserts last step day referring to the previous outreach within a sequence when an email gets sent out

{{last_step_day}} → Thursday

Owner BookMe Text

Inserts personal (owner’s) Book me link to the email

{{Owner BookMe Text}} → Book a meeting with me

Sender BookMe Text

Inserts personal (sender’s) Book me link to the email

{{Sender BookMe Text}} → Book a meeting with me




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