What are advanced merge tags?

While regular merge tags allow you to add personalised data to a message or document template, advanced merge tags allow you to use logic to go one step further.

Use the advanced merge tag icon in message templates and document templates to add variable text based on the following conditions:

• if the customer's balance is negative (helpful for reminding the customer to make payment, or to feel good about themselves)
• if the customer's balance is positive (helpful for reminding the customer they have credit to use, or that you're all square)
• if the customer is a business (helpful for using the business name for businesses and first name for individuals)
• if the customer has a particular tag (useful if you're using tags to categorise customers. Not to be confused with merge tags)
• if an invoice is overdue (helpful for reminding the customer to make payment, or reassuring them its not due yet)
• or create your own condition based on a merge tag

Add an advanced merge tag

1. Place the cursor where you want to insert an advanced merge tag.

2. Tap the advanced merge tag icon in the toolbar.

3. Select a Quick condition. Select Other to create your own condition.

4. If you've selected Other, edit the Condition field. If you've selected If customer has tag, you'll need to swap out 'Tag name' with the exact tag name found in the tag library.

5. Edit the If true and If false fields. The customer will only see the text that is true for them based on the condition selected.

Customising advanced merge tags

Here are the basics to create your own logic:

==

Equals (example: job.status == 'completed')

!=

Does not equal (example: customer.addressTown != 'London')

: Greater than (example: invoice.total > 100)

<

Less than (example: customer.balancePence < 0)

=: Great than or equal to

<=

Less than or equal to

or

Logical or (requires any part to be true)

and

Logical and (requires all parts to be true)