What are merge fields and how to use them?
Merge fields are dynamic content placeholders within your template. Simply use your cursor to select any part of the text on the template in the Template editor and it will be automatically converted into a merge field .
Additionally, merge field can also be directly typed as text in your template. Simply type ${ to start a new field and } to end it. For instance ${MyField}.
A fill-out form will be generated automatically from merge fields you've added to your template. For instance, a merge field representing a company's name - typed as ${Company} - will be shown like and input field:
Here is what to keep in mind when naming and using merge fields:
- You can reference the same field multiple times.
- Use only alphanumeric characters (A-Z, 0-9) for naming.
- Field names are case-insensitive, so ${Title} is same merge field as ${TITLE} or ${title}.