User Defined Merge Tags - Online Help | Zoho Campaigns

Contact Custom Merge Tags

Contact Custom tags are those, that the user defines according to his needs from a list of contact fields and the custom field data. This gives you the liberty to use more number of fields than just the usual email, first name and last name.

Contact Custom Merge tags allow you to choose either of the two fields,

  • Pre-defined fields
  • User defined fields

Pre-defined fields are fields set by default which are basic contact info in the sign up form / add contact page. Fields like contact email, first name, last name, company name, phone and etc.

Decide on a field you want to address your contacts with, define the tag, your mail default value and social default value. There are no tags that are defined by default in this case. You’ve the freedom to define your own tag for your own understanding, reference and easy usability.

User defined fields are fields that can be used to address your contacts, only if you've created a custom field. If you’ve, then select the field and define the tag, your mail default value and social default value.

Having said on what merge tags are all about, we will now, guide you on how to easily use these tags to make your campaigning experience neat.

Create Contact Custom Merge Tags

The flow of using these tags in your content is pretty much the same, except that you need to create a set of tags.
  1. From the Navigation toolbar, click Settings.
  2. Select Merge Tags under Customization. 


  3. In Merge Tags page, click Create and select Contact Custom Tag.
     contact custom tag
  4. This will prompt with a pop-up box.
  5. Now, select the field at the Contacts custom field drop-down box. Define the following,
    • Merge tag – This is a tag replaced by the data from your contact details.
    • Mail default value – This is a default value tag used in the email content provided the respective mapped field is empty.
    • Social default value – This is a default value tag used in sociaL media provided the respective mapped field is empty.  add custom tag
  6. Click  Save.
Please note that, during campaign creation, in the text editor, selecting a user-defined field at the dropdown menu will be possible only if you’ve created a custom field. 

Learn more on how to create a custom field for a mailing list.

Using Contact Custom Merge Tags  

  1. In Content section of campaign creation, select one of our content options such as designed templates, or HTML editor or any other option.
  2. In Merge Tags section, select Contact Custom Tags.
  3. Click on the tag you want. 
    contact custom tags
  4. Click Save and Proceed once you're done with your content.

For e.g., If you want to address your contacts with their secondary email address copy, paste the tag in your content $[UD:SEC]$ or $[UD:SEC|ABC|CBA]$

Note:  Merge tags can also be used for Call Back URL's, campaign subject and for list details known as List Link tags. 



        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG

                                  Zoho FSM Video Tutorials


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  Create. Review. Publish.

                                                  Write, edit, collaborate on, and publish documents to different content management platforms.

                                                  Get Started Now




                                                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                        Manage your brands on social media


                                                                          • Desk Community Learning Series


                                                                          • Digest


                                                                          • Functions


                                                                          • Meetups


                                                                          • Kbase


                                                                          • Resources


                                                                          • Glossary


                                                                          • Desk Marketplace


                                                                          • MVP Corner


                                                                          • Word of the Day


                                                                          • Ask the Experts


                                                                            Zoho Sheet Resources

                                                                             

                                                                                Zoho Forms Resources


                                                                                  Secure your business
                                                                                  communication with Zoho Mail


                                                                                  Mail on the move with
                                                                                  Zoho Mail mobile application

                                                                                    Stay on top of your schedule
                                                                                    at all times


                                                                                    Carry your calendar with you
                                                                                    Anytime, anywhere




                                                                                          Zoho Sign Resources

                                                                                            Sign, Paperless!

                                                                                            Sign and send business documents on the go!

                                                                                            Get Started Now




                                                                                                    Zoho TeamInbox Resources





                                                                                                              Zoho DataPrep Demo

                                                                                                              Get a personalized demo or POC

                                                                                                              REGISTER NOW


                                                                                                                Design. Discuss. Deliver.

                                                                                                                Create visually engaging stories with Zoho Show.

                                                                                                                Get Started Now








                                                                                                                                    • Related Articles

                                                                                                                                    • Predefined Merge Tags

                                                                                                                                      You can personalize your messages with your recipients’ name, address and other details by using merge tags. Merge Tags are smart tags that pull data directly from your mailing list into your email message. You can personalize the subject and/or the ...
                                                                                                                                    • How do I make my own Merge tags?

                                                                                                                                      We're automating the creation of merge tags. Whenever a custom field is created, a corresponding merge tag will be created. Owing to this update on May 26, 2023, we'll collect the mail and social default values for the custom merge tag during the ...
                                                                                                                                    • What are merge tags?

                                                                                                                                      Merge Tags pull data directly from your contact field into your email message. You can personalize your messages with your recipients’ name, address and other details by using merge tags. You can personalize the subject and/or the content. Make use ...
                                                                                                                                    • Custom fields

                                                                                                                                      Custom Fields Zoho Campaigns allows you to create your custom fields for your contacts where you can store the extra information. With Custom fields, you can feed any type of information, set character limit, create custom merge tags, and use them to ...
                                                                                                                                    • Tags for Contacts

                                                                                                                                      Tags are labels for your contacts that help you classify all your contact information. You can access tags in the Contact Tags section under the Contacts module and give your contacts a label, categorize them based on behavior, attribute, or other ...
                                                                                                                                      Wherever you are is as good as
                                                                                                                                      your workplace

                                                                                                                                        Resources

                                                                                                                                        Videos

                                                                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                        eBooks

                                                                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                        Webinars

                                                                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                        CRM Tips

                                                                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                                                                          Zoho Show Resources