Using Merge fields

Using a merge code is a great way to personalize the message to recipients.  From the Review and Send dialog, you can use merge fields when sending a message to recipients.  When used, the merge code will automatically insert the value into the email they receive

Optional merge fields include:

  • "[Name]" - Inserts the recipient name into the email message they receive
  • "[Role]" - Inserts the recipient role into the email message they receive