Merge Tags for Program Emails

Merge tags allow Advocate to populate your program’s transactional emails with dynamic information about:

• Your participants

• Rewards they earn

• People they refer

• Personal share links and message links

You can also select Show/Hide Merge Tags to preview what the merge tags will look like to the recipient:

How merge tags work

Merge tags require having information about an Advocate user, reward, or referral to populate correctly. A merge tag field will remain blank if there is no information to pull in.

Example: A user with no populated name fields will see the sentence as "{{user.firstName}} {{user.lastName}}, you’ve earned a reward!", which will render as " , you’ve earned a reward!"

When sending a test email using the Email Editor, any merge tags within that email will not be populated. The tags will appear exactly as they were entered in the Email Editor. This is because the test emails sent from the Email Editor are intended for testing the appearance of program emails across various email platforms. To test whether the merge tags are populating as intended, create a test user and referral, and move your test user through your Advocate program goals.

A single error can prevent all merge tags in an email from working. Here's how to fix the two most common problems:

• Check for typos: A single misspelled or broken merge tag can break all the others. Use the below list of available merge tags to verify that the merge tags used in your program emails match.

• Match the formatting: If you import an email from another platform, their merge tags might be formatted differently. You must update any imported tags to match the below-listed format, before you launch.

Available merge tags

First Name	The first name of the participant viewing the email.
Last Name	The last name of the participant viewing the email.
Company Name	The name of the company for which the participant works.
Reward Value	The value of the reward in a formatted manner (e.g., $15.00).
Reward Code	The reward code made available to the participant viewing the email.
Referral Code	The referral code made available to the referrer so that they can send it to friends.
Formatted Reward Expiry Date	The date on which the reward will expire.
Sharing URL	The URL or link that is shared by the referrer.
User Share Link	The link the participant provides to the user to share.
LastSeenDate	When the participant was last active.