Email Template Merge Tags

🔗 Using Merge Tags

Merge Tags allow the SaaSquatch system to populate email communications with dynamic information that is relevant to your Growth Automation Program(s) as well as your individual participants.

The following example shows how the Merge Tags {{referral.referredUser.firstName}} becomes Alex, the first name of the Referred User and {{tenant.settings.companyName}} becomes Test Co., the name of the entity running the referral program.

🔗 Merge Tag Types

The SaaSquatch System has made several Merge Tags available for you to use when crafting your content. These include User Information, Reward Information and Global Settings for all programs as well as User Sharelinks, and Referral Information for emails from Referral Programs.

If a Merge Tag is used that doesn't have any associated information (i.e. using {{referral.referrerUser.firstName}} for the Birthday Growth Automation Program) it will result in a blank space in the final copy rendered for the user.

Please Note: All Merge Tags need to be surrounded by double curly braces to be picked up by the system. For example, to display a user's Facebook Sharelink, you would use {{user.facebook}}.

🔗 Merge Tags for All Programs:

🔗 User Information:

• {{user.firstName}} renders as the first name of the user viewing the email.
• {{user.lastName}} renders as the last name of the user viewing the email.
• {{user.referralCode}} renders as the user's referral code.

🔗 Custom Fields

If you are storing user information as custom fields (eg. Company Name) you can access it using {{user.customFields.xxx}}. An example for Company Name might be {{user.customFields.companyName}}.

🔗 Reward Information

These Merge Tags can be utilized to display information pertaining to the reward associated with the program.

Please Note: Date-based Merge Tags need to have a date format associated with them and are listed as such.

• {{reward.prettyValue}} renders the value of the reward in a formatted manner (e.g. $15.00).
• {{reward.unit}} renders the unit of the reward (ie. Point, Month)
• {{reward.name}} renders the set name for the reward (from the Reward configuration).
• {{formatDate reward.dateGiven "dd/MM/yyyy"}} renders the date that the reward was fulfilled.
• {{formatDate reward.dateExpires "dd/MM/yyyy"}} renders the date that the reward will expire if it has been set to expire in the program settings.
• {{reward.fuelTankCode}} renders the fuel tank code provided with the reward if the reward is set to Fuel Tank.

🔗 Global Settings

These Merge Tags draw from the settings associated with your company's account including the company name. You can set your company's name in General on the Settings page.

• {{tenant.settings.companyName}} renders the name of your company.
• {{tenant.settings.email}} renders the email address for the company.

🔗 Merge Tags for Referral Programs only:

🔗 User Message Links:

The SaaSquatch system creates individual links for each means of sharing (i.e. email, Facebook) to allow for tracking in your Analytics and Reports. As such, we recommend using {{user.email}} to generate the Message Link that you send out in referral emails.

• {{user.shareLink}} renders as the user's main Sharelink. This shows up as UNKNOWN in Analytic reports. This link is meant for the user to copy and provide to other people (as opposed to click on themselves).
• {{user.facebook}} renders the user's Message Link designated for Facebook.
• {{user.fbmessenger}} renders the user's Message Link designated for Facebook Messenger.
• {{user.twitter}} renders the user's Message Link designated for Twitter.
• {{user.email}} renders the user's Message Link designated for email.
• {{user.linkedin}} renders the user's Message Link designated for LinkedIn.
• {{user.sms}} renders the user's Message Link designated for text messaging.

🔗 Referrer/Referred Information:

These merge tags only work for emails that are specifically part of a referral program.

• {{referral.referrerUser.firstName}} renders the first name of the Referrer for the referral.
• {{referral.referrerUser.lastName}} renders the last name of the Referrer for the referral.
• {{referral.referredUser.firstName}} renders the first name of the Referred User for the referral.
• {{referral.referredUser.lastName}} renders the last name of the Referred User for the referral.

🔗 Custom Fields

As outlined above, you can also access the custom fields of referrers using {{referral.referrerUser.customFields.xxx}}. As in the above example for the Company Name, it could be {{referral.referrerUser.customFields.companyName}}.