Using the Merge Data Tool

What is it?

Within a Contact Center message, Article, or Widget, you can include attribute information from a user's profile. This is useful for sending things like profile information to your users, or letting them know when their membership expires. You can also use the merge data option to greet members by name in an Article or Contact Center message.

Using the Merge Data Tool

While working in an Article or Contact Center message, click on the ‘Merge Data’ button below the editor. 

This will bring up the Merge Data window. Use the drop-down next to Profile Data or Form Data (which only shows up when composing a form Confirmation Page or Confirmation Email) to bring up profile attributes or form fields.

Once you have chosen the attribute you want to merge in from the drop-down, click ’Merge: Attribute Name’ in green. This will add the selected information to the article or contact center message, and once saved or sent, this text will be replaced with the information from the user's profile or form field.

FAQ

If members aren't seeing the data you've inserted merge in as expected, remember to check Profile Owner Attribute Security, which controls what a member can see and/or edit in their own profile.