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Merge Tags

How merge tags are used accros CRM integrations, what are the fields, how it works

Fivos Stergiannis avatar
Written by Fivos Stergiannis
Updated over a week ago

The time you all have been waiting for has come!
โ€‹
Now you can transfer the participant's tags of a campaign from Viral-loops to your CRM using them to make even more personalized and dynamic e-mails to target your audience. Let's see how this rolls out:

1) Names and Descriptions

Below you can see all the merge field data in one place so that you can know what info you can use in your e-mails. Check our table below:

ID

Name

Description

Auto Synced

REFCODE

Referral Code

The referral code of the contact.

-

REFSOURCE

Referral Source

The referral source of the contact.

-

REFEMAIL

Referrer Email

The email of the contact's referrer.

-

REFFNAME

Referrer First Name

The first name of the contact's referrer.

-

REFLNAME

Referrer Last Name

The last name of the contact's referrer.

-

REFERRALS

Total Referrals

The number of the referrals of the contact.

-

SHAREURL

Share URL

The sharing URL of the contact.

-

CHECKREF

Check Referrals URL

The URL where the contacts can check their referrals.

-

XREFERRALS*

X Referrals

the number of referrals away from the next milestone.

Yes

RANK**

Rank

The current rank in the waitlist.

No

DAYSLEFT**

Days Left

Days left until the expiration of the campaign.

No

*Applied only to The Milestone Referral and the Newsletter Referral template

**Applied to The Startup Prelaunch and The Leaderboard Giveaway

IMPORTANT: RANK & DAYSLEFT aren't updated automatically, this means that the values transferred to your CRM will be only once upon the participant's subscription, so you can use it for welcome e-mails only, as it won't update if new participants sign up or more days come by.

2) Features per CRM

Feature

Mailchimp

ActiveCampaign

Hubspot

Klaviyo

AWeber*

Revue*

Add Participant

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Update Participant

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multiplication sign

Import to VL

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multiplication sign

Sync unsubscribes

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multiplication sign
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List supported

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multiplication sign
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Add a test contact

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Sync subscribes

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multiplication sign
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*AWeber and Revue are supported in Newsletter Referral Template only

3) Now let's deep dive into our merge tags and see what is the merge tag for every platform:

Important: email, first name, and last name are skipped

Name

Mailchimp

ActiveCampaign

Hubspot

Klaviyo

AWeber

Referral Code

REFCODE

REFCODE

contact.referralcode_{campaignId}

referralCode

Referral Code

Referral Source

REFSOURCE

REFSOURCE

-

-

Referral Source

Referrer Email

REFEMAIL

REFEMAIL

-

-

Referrer Email

Referrer First Name

REFFNAME

REFFNAME

-

-

Referrer First Name

Referrer Last Name

REFLNAME

REFLNAME

-

-

Referrer Last Name

Total Referrals

REFERRALS

REFERRALS

contact.referralcount_{campaignId}

referrals

Total Referrals

Share URL

SHAREURL

SHAREURL

contact.sharingurl_{campaignId}

sharingUrl

Share URL

Check Referrals URL

CHECKREF

CHECKREF

contact.checkreferrals_{campaignId}

checkReferrals

Check Referrals URL

X Referrals

XREFERRALS

XREFERRALS

contact.xreferrals_{campaignId}

xreferrals

X Referrals

Custom Field

CUSTOM_FIE

CUSTOM_FIE

-

-

-

Rank

RANK

RANK

contact.rank_{campaignId}

rank

Rank

Minimum Referrals

MINREF

MINREF

contact.minref_{campaignId}

minRef

-

New Rank

NEWRANK

NEWRANK

contact.newRank_{campaignId}

newRank

-

Jump Positions

JUMPPOS

JUMPPOS

contact.jumpPos_{campaignId}

jumpPos

-

Days Left

DAYSLEFT

DAYSLEFT

contact.daysLeft_{campaignId}

daysLeft

Days Left

-The Custom Field is any Extra field in the form that is set before the integration setup

-The campaign ID is the Campaign public token. It is used to support more than one campaign in a Hubspot account and it helps us to reconnect the same campaign. Also, itโ€™s used as a Group name for the properties of the campaign.

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