Merge tags in snippets

Merge tags

Merge tags are placeholders you insert into a snippet that get replaced with real values automatically when the snippet is used. Unlike fields — where the user types something in — merge tags fill themselves in. No input needed.

They're useful for things that are always known at the time of use: who's sending the message, what the organization is called, or the value a user already entered into a field earlier in the same snippet.

• You need an Admin or Manager role to edit snippets.
• Open an existing snippet for editing, or create a new one via + Create new → Text template.

How to insert a merge tag

1. Place your cursor in the snippet body where the value should appear.
2. Click the Insert merge tag button in the toolbar (the tag icon).
3. A menu opens with three categories: Standard tags, Workspace tags, and Reference field.
4. Browse to the tag you want and click it to insert it.

The tag appears as a labeled placeholder in the editor. When anyone uses the snippet, it's replaced with the actual value automatically.

Click a tag in the text to see its properties in the pane on the left: its kind, which you can change, the value it shows, and a Format for a standard or workspace tag — as it is, UPPERCASE, lowercase, or Capitalize Each Word. Remove takes the tag out of the text.

Standard tags

Standard tags pull in details about the person who is currently using the snippet. They're available in every snippet, in every workspace, with no setup required.

To insert a standard tag:

1. Click Insert merge tag in the toolbar.
2. Select Standard tags.
3. Click the tag you want — for example, My:FullName.

Workspace tags

Workspace tags reference shared values that an Admin has defined for the entire workspace — things like a company address, a support phone number, a legal entity name, or a standard terms URL. When an Admin updates a shared value, it updates everywhere it's been used automatically.

To insert a workspace tag:

1. Click Insert merge tag in the toolbar.
2. Select Workspace tags.
3. Click the value you want to insert from the list. Hover over one to see its value.

If the list is empty or a value you need isn't there yet, an Admin can add it.

To add or manage shared values (Admins only):

1. Click Manage shared values… at the bottom of the Workspace tags menu, or open Workspace Settings → Shared values.
2. Click Add value, enter a Name (used to identify the tag) and a Value (what gets inserted).
3. Click Save.

See Workspace shared values for the details.

Reference field

A field reference repeats the value a user enters into a named field elsewhere in the same snippet. This means a user fills something in once, and it can appear multiple times throughout the snippet automatically.

For example: a snippet has a text field named Customer Name near the top. By inserting a Reference field → Customer Name tag in the body and the closing line, the customer's name appears in both places — the user only types it once.

To insert a field reference:

1. Click Insert merge tag in the toolbar.
2. Select Reference field.
3. Click the field name you want to reference.

Formulas

Where a merge tag repeats a value, a formula calculates one: a date two weeks after the date a user picked, the number of days until a deadline, a price with a discount applied. Click the Insert formula button (fx) in the toolbar and write the formula with the fields' names in square brackets — for example ADDDAYS([Meeting Date], 14).

Click the formula in the text to see it in the pane: whether it is valid, the Format its result shows in (a long date, a number with two decimals), and the fields it refers to. See Writing a formula and the Function reference — the same functions work in snippets and document templates.

Combining tags, fields and formulas

Tags, fields and formulas work well together. A common pattern:

• A text field named Customer Name at the top lets the user type in the customer's name.
• A Reference field → Customer Name tag in the greeting line inserts that name automatically.
• A date field named Meeting Date, and a formula ADDDAYS([Meeting Date], 14) that tells the customer when to expect the offer.
• A My:FullName standard tag in the sign-off personalizes the closing for whoever is sending it.
• A Company Phone workspace tag in the footer always shows the right number, even if it changes.

The user fills in two fields. Everything else is handled automatically.