Create merge tags

There are two types of merge tags that can be used in a template: a set that's manually added (referred to as 3rd party merge tags) or the Dokio merge tag that's created from a user's profile particulars or contacts. The following steps describe how to create 3rd party merge tags to use in templates.

The first step in using merge tags in templates is to create a set or sets. Once a set is created, merge tags can then be added to it.

Steps to Create a New Merge Tag Set

1. Go to Admin from the main menu.
2. Select Templates.
3. Select Merge tags from the sub-menu.
4. Click on Create new merge tag set +.
5. Enter the name of the new set and provide a description.
6. Select Create merge tag set to save it.
7. To create tags for use in a template, select the merge tag set you have created.
8. Click on Create new.
9. Enter the name of the tag and provide a description.
10. Add the tag with the allowed prefixes.
11. Select Create merge tag to save the details.

Once you've created your merge tag set(s) with the merge tags you need, the next step is to activate it in the template where it will be used.

Steps to add merge tag sets to a template

1. Navigate to the template settings and scroll down to the Merge tags section.
2. Choose the desired merge tag set(s) from the selection box. Each selected set will appear as individual groups in the merge tag dropdown option within the text field editor. Note that the search function will apply to all available sets added to the template.
3. You can hide the Dokio merge tags by selecting Hide Dokio merge tags that's located below the selection box

After completing all the steps, you can now use merge tags within a template.