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What is a Merge tag?

Overview

Merge tags allow you to use a single tag within a project response, section template, or response template that will update dynamically to defined content anywhere the tag is used. You can see and create merge tags in Organization Settings > Project > Custom Fields.

Merge tags are defined by brackets [ ] around the merge tag name.

  • When using a merge tag, they must start and end with [ ] (such as [testtag] for example). Once the project is exported, the dynamic text that is being defined by the merge tag appear in the copy, not the merge tag itself.
  • For example, if you have a merge tag titled [projectname], and you enter [projectname] in a response, the exported answer replaces the [projectname] text with the name of the project.
  • You can create and use pre-defined merge tags. For example, [myemail] becomes myemail@responsive.io.
  • You can create user-defined merge tags from each project. With the Salesforce integration add-on, users can add fields from Salesforce and make these merge tags as well. Then, the merge tag changes as the fields in Salesforce change.

See Creating and Managing User-Defined Merge Tags for more information.

Select the applicable tab for your edition of Responsive.

  • Available Merge Tags

    We provide several system-defined merge tags that can be filled out during project creation. In addition to the following default fields, any custom fields created are available as pre-defined, or system-defined, merge tags.

    Default merge tags include:

    • [projectduedate]: actual due date of the project
    • [projectname]: name of the project
    • [projecttype]: project type
    • [projectstage]: current stage of the project
    • [projectdescription]: project description
    • [projectvalue]: actual value of the project
    • [projectcategory]: category of the project
    • [clientname]: client's name
    • [clientaddress1]: client's address 1
    • [clientaddress2]: client's address 2
    • [clientemail]: client's email ID
    • [clientphone]: client's phone number
    • [contactname]: first and last name of the primary contact of the project
    • [contactemail]: email of the primary contact of the project
    • [contactemail#firstname]: first name of the project's primary contact
    • [contactemail#lastname]: last name of the project's primary contact
    • [contactemail#language]: preferred language of the primary contact
    • [contactemail#jobtitle]: job title of the primary contact
    • [contactemail#phonenumber]: phone number of the primary contact
    • [contactemail#location]: location of the primary contact
    • [additionalprimarycontact]: name of the additional primary contact
    • [projectcreatedbyname]: name of the project creator
    • [projectcreatedbyemail]: email of the project creator
    • [projectcreatedbyemail#firstName]: first name of the project creator
    • [projectcreatedbyemail#lastname]: last name of the project creator
    • [projectcreatedbyemail#language]: preferred language of the project creator
    • [projectcreatedbyemail#jobtitle]: job title of the project creator
    • [projectcreatedbyemail#phonenumber]: phone number of the project creator
    • [projectcreatedbyemail#location]: location of the project creator
    • [businessunits]: business unit name

    Merge Tag Functionality Notes

    • For system-defined merge tags (including custom fields), the values are leveraged from the project details that were provided while creating the project.
    • If there are any content type merge tags, the value is pulled from the value that was provided when the merge tag was created Organization Settings.
    • System-defined merge tags are available across the organization, while user-defined merge tags are available only for that specific project.
    • Merge tags added to a response are displayed in the rich text editor. Hovering over the merge tag displays its value.
    • Quick-search and add the required merge tag by typing “[ ” in the rich text editor. Scroll the entire merge tags list and select it to add the required tag.

    Example

    The following is an example of how merge tags are replaced by actual values:

    The [projectname] is due on [projectduedate], please contact [contactname] at [contactemail] for more information.

    After export, the text becomes:

    The Social Media RFP is due on 30-Jun-2023, please contact John Smith at john@responsive.io for more information.

  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Available Merge Tags

    We provide several system-defined merge tags that can be filled out during project creation. In addition to the following default fields, any custom fields created are available as pre-defined, or system-defined, merge tags.

    Default merge tags include:

    • [projectduedate]: actual due date of the project
    • [projectname]: name of the project
    • [projecttype]: project type
    • [projectstage]: current stage of the project
    • [projectdescription]: project description
    • [projectvalue]: actual value of the project
    • [projectcategory]: category of the project
    • [clientname]: client's name
    • [clientaddress1]: client's address 1
    • [clientaddress2]: client's address 2
    • [clientemail]: client's email ID
    • [clientphone]: client's phone number
    • [contactname]: first and last name of the primary contact of the project
    • [contactemail]: email of the primary contact of the project
    • [contactemail#firstname]: first name of the project's primary contact
    • [contactemail#lastname]: last name of the project's primary contact
    • [contactemail#language]: preferred language of the primary contact
    • [contactemail#jobtitle]: job title of the primary contact
    • [contactemail#phonenumber]: phone number of the primary contact
    • [contactemail#location]: location of the primary contact
    • [additionalprimarycontact]: name of the additional primary contact
    • [projectcreatedbyname]: name of the project creator
    • [projectcreatedbyemail]: email of the project creator
    • [projectcreatedbyemail#firstName]: first name of the project creator
    • [projectcreatedbyemail#lastname]: last name of the project creator
    • [projectcreatedbyemail#language]: preferred language of the project creator
    • [projectcreatedbyemail#jobtitle]: job title of the project creator
    • [projectcreatedbyemail#phonenumber]: phone number of the project creator
    • [projectcreatedbyemail#location]: location of the project creator
    • [businessunits]: business unit name

    Merge Tag Functionality Notes

    • For system-defined merge tags (including custom fields), the values are leveraged from the project details that were provided while creating the project.
    • If there are any content type merge tags, the value is pulled from the value that was provided when the merge tag was created Organization Settings.
    • System-defined merge tags are available across the organization, while user-defined merge tags are available only for that specific project.
    • Merge tags added to a response are displayed in the rich text editor. Hovering over the merge tag displays its value.
    • Quick-search and add the required merge tag by typing “[ ” in the rich text editor. Scroll the entire merge tags list and select it to add the required tag.

    Example

    The following is an example of how merge tags are replaced by actual values:

    The [projectname] is due on [projectduedate], please contact [contactname] at [contactemail] for more information.

    After export, the text becomes:

    The Social Media RFP is due on 30-Jun-2023, please contact John Smith at john@responsive.io for more information.

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