Using campaign merge fields
Sometimes, there is information that needs to be merged into a communication or process that is the same for all contacts that flow through a campaign. The date and location of an event is an example of this kind of information because that information is fixed for all contacts flowing through the campaign. A campaign merge field is the tool we can leverage for this kind of data.
Getting ready
We need to be inside a campaign.
How to do it...
- Click on the Campaign dropdown in the upper-left corner of the page and select Merge Fields...:
- Click on the green Add Merge Field button.
- Give the new field a label. This is what will be displayed in the merge tool palette. For example, if this field were to hold the date of an event, the label could be event date.
- Give the new field a value. This is what will be merged into a communication or process. For example, if the date of an event is January 1, the value can be
January 1st. - Click on the save icon (floppy disk) in the right column to add the field to this campaign.
How it works...
Similar to how a regular merge field works, when Infusionsoft generates a communication or process, it will insert the value of the campaign merge wherever the merge code is present.
There's more...
Campaign merge fields can be found at the bottom of the standard merge menu; this menu will not be displayed if no campaign merge fields have been configured:
Campaign merge fields are very useful to build a reusable campaign. A great example of this is a recurring event. We can create an event date, an event time, and an event location merge field within the campaign. The next time we have the same event, we just have to update those fields and republish the campaign. There is no need to drill down into the individual campaign steps to display that information.
In general, any time there is an important piece of information that is the same across multiple campaign assets, we should consider using a campaign merge field.