Merge tags fill in details like a member's first name or the name of the Course they just finished in the messages your workflows send. Which tags you can use depends on the workflow's trigger.
How to add a merge tag
Go to Settings > Workflows > Create Workflow and add a Send DM, Send Email, Send Notification or Show Popup action. In the message box, click the </> button and pick a merge tag. The button only lists tags that work with your trigger.
For fields without the button, like an email subject line, type or paste the tag with its two curly brackets on each side, for example {{member.firstName}}.
Tags that work on every trigger except On Lead Captured
Member
{{member.name}} - Member's full name
{{member.firstName}} - Member's first name
{{member.lastName}} - Member's last name
{{member.email}} - Member's login email
Community
{{community.name}} - Your community name
{{community.slug}} - The end of your community URL (for example, the slug for app.heartbeat.chat/drummersden is drummersden)
Extra tags for specific triggers
| Trigger | Extra tags |
|---|---|
| On Group Join | {{group.name}} - The name of the Group |
| On Course Completed | {{course.name}} - The name of the Course{{course.description}} - The Course description |
| On Lesson Completed | {{lesson.name}} - The name of the Lesson |
| On Event RSVP | {{event.name}} - The name of the Event{{event.description}} - The Event description |
| On Sign Up Email Captured | {{invitationLink.link}} - The Sign Up Link the person entered their email on, so they can come back and finish signing up |
| On Community Join, Bulk Action | None |
On Lead Captured
This trigger only supports {{community.name}} and {{community.slug}}. A lead isn't a member of your community yet, so there's no name or member details to fill in. Open your message with something like "Hi there," instead of a first name.
Frequently Asked Questions
What happens if I use a tag my trigger doesn't support?
The editor shows "Invalid merge tag" with the tag's name. Remove it, or swap it for a tag from the </> menu.