Orbee Guide: Using Custom Fields and Merge Tags
Custom fields allow you to store specific data about your audience members—like their vehicle's Make or Model—and automatically pull that information into your emails for a personalized touch.
1. How Custom Fields Appear in Your List
When you view your audience list, custom fields appear as standard columns. These fields hold the "raw" data for each contact.
- Field Name: orbee_sales_demo_make
- What you see in the list: The actual value, such as Ford, Honda, or Toyota.
2. How to Use Merge Tags in Templates
To display that data inside an email, you must use a Merge Tag. This acts as a placeholder that the system replaces with unique data for every recipient.
The Golden Rule: Always use underscores (_) to separate words. Never use periods (.).
|
Correct Format |
Incorrect Format |
3. Practical Example
If you want to mention the user's vehicle make in a sentence, you would set it up like this in your template editor:
Template view: "Check out the latest service deals for your !"
Recipient view (Rendered): "Check out the latest service deals for your Ford!"
Quick Tips for Success
- Double Brackets: Ensure you always wrap the field name in double curly braces: .
- Case Sensitivity: Match the field name exactly as it appears in your audience settings.
- Test Your Emails: Always send a test email to yourself to ensure the tags are rendering the data correctly before the big send.