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:


Awesome Merge Field options:

“Part of the day” type of a merge field. How it works?
Say you start your outreach with a greeting like “Good {{part_of_the_day}}”, Revenue Grid will pull a value among “morning”, “day”, “evening”, “night” depending when exactly the email is being sent off taking into consideration the recipient’s timezone.


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 in Salesforce or Revenue Grid. 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 Planner‘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 Engagement Planner’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.




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
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 User Signature
Sender Full Name Org Name User Alternative Signature

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




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