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How To Use Mail Merge Fields In Emails

Written by Holly

Merge fields insert recipient or event information when HeySummit renders an email. Use the picker to add supported fields rather than guessing token names.


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Insert a merge field

  1. Open Email & SMS > Emails and select the email row's Edit link.

  2. In Content, click where the field should appear in an editable text block.

  3. Click the small dynamic merge-field button beside the editor and choose a field, such as Recipient First Name or Event Title. The choices depend on the recipient type.

  4. Select Save or Save and Close. For a transactional email, open Actions > Preview email to check the saved result for a relevant recipient and date.


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Current dynamic merge-field picker beside editable email content


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Check context-dependent fields

A field only has a value when the message supplies the required data. For example, TALK_URL uses the message's session context. When a message contains several sessions, it can resolve to the first session only. It does not generate links for every session in a digest or grouped reminder.


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Auto emails and broadcasts without a session context cannot supply a session URL through this field. Paste the specific public session URL when you need a fixed link. A supported field with no matching value can be blank. Preview before relying on it.


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Test emails use sample recipient data. Use an approved registered test attendee when you need to verify real attendee links and access.

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