Nimble has just enriched Merge Tags for Group Messaging. We now offer Merge Tags not only for common fields but for all of your generic and custom fields for contact records and Workflows. This includes address fields, phone number fields, websites, lead details, and any custom field you have created to meet your business needs.
Custom Fields on Deals is not yet included in Merge tags but this is just around the corner.
Nimble enables you to send targeted email messages to 100, 200, or 300 contacts per day. This is a great way to send targeted sales outreach or marketing messages to lists of your contacts. Messages sent through our group messaging feature appear as if it was sent directly from your Inbox to the recipient. Other recipients will have no idea it was sent to anyone else.
For more information about this feature, take a look at the following:
What Are Merge Tags?
Merge tags (a.k.a. placeholders/variables) are text identifiers that match the unique data saved in fields on a contact record. They make it easy to personalize messages that are sent to larger lists. This way, your message will look like you have done your homework and you're worth their time.
Use merge tags to display contact information in your emails. For example, if you use a merge tag of 'First Name' and send it to a list of 100 contacts, Nimble will autofill each recipient's name after it has been sent.
You can apply as many merge tags to your email as needed.
How to Use Merge Tags
To use merge tags, all contact fields should be populated. To populate contact fields, visit the contact record and click the Data Field sub-tab. You can use inline editing to populate these fields including any custom fields you may have created for contacts or workflows.
To accommodate multiple values within contact records in relation to merge tags, you can choose a primary type for contact record fields. By selecting a primary type on a contact record, you can indicate to Nimble which piece of information should be used within merge tags when creating emails.
Once this is done, visit the Group Message tab and click "New Group Message".
Choose "Add merge tag" then select the merge tag you would like to insert into the body of the email.
Merge tags can also be used to populate the subject line. Just copy and paste the text into the subject line.
Select an Alternative word
If the field is not populated, then you can enter a word that should be used when that field is blank. For example, let's say you want to send a group message where the body of the email includes an address. If the field for the address is blank on the contact record, you can choose what words should be used instead such as "meeting location" in place of an address.
Anything you create can be saved as a saved Template and you'll be able to use that template when it's time to send another message.
Types of Merge tags
CONTACT FIRST NAME
Inserts your contact's first name if it's available on their contact record.
CONTACT LAST NAME
Inserts your contact's last name if it's available on their contact record.
CONTACT COMPANY NAME
Inserts the company's name
Inserts the job title of your contact if it's available on their contact record
CONTACT PHONE NUMBER
Inserts the phone number as it appears on the contact record.
Phone options include Work, Home, Mobile, Home fax, Work fax, Phone Other, Phone Main
CONTACT EMAIL ADDRESS
Inserts the email as it appears on the contact record.
Email options include Work, Personal, and Other
CONTACT SOCIAL URL
Inserts the social profiles for the contact as it appears on their record.
This includes Twitter, Facebook, LinkedIn, Google Plus, Foursquare, Angel List, Instagram, Tiktok and Youtube
Inserts the address as it appears on the contact record.
This includes Work, Home, and Other
Inserts URLs as it appears on the contact record.
This includes Work, Personal, Blog, and Other
Populates any custom fields you have created as it appears on the contact record or workflow
If merge tags are saved to a template, then you'll be able to use this template for individual messages and merge tags will be automatically populated when sending from the Message tab or contact record.
Who Can Use Merge Tags?
Many different industries utilize Nimble for their business needs and they can now use merge tags in group messages to meet those needs. Here are just a few examples of how industries can utilize merge tags in Nimble:
Using Merge Tags for Accountants
If you work in Accounting and use systems like Quickbooks, you can create custom fields to match some of the most used fields such as Purchase Amount, Invoice Number, and/or Issued Date.
These fields can be created in Settings >> Data Fields.
Or if you are using Worfklows and utilizing the Accounting Template then you can add them under Board Card Fields. In every case, you'll want to ensure the field is populated so that it auto-fills when used in group messaging.
In the Group Message tab, you'll be able to select the merge tags you created, and the field will populate once sent.
Using Merge Tags for Recruiters
Recruiters are another example of an industry that can use Merge tags in group messaging.
You can create custom fields such as Interview Date, Seeking Title, and/or Current Employment.
These fields can be created in Settings >> Data Fields.
Or if you are using Worfklows and utilizing the Human Resources Template then you can add them under Board Card Fields. In every case, you'll want to ensure the field is populated so that it auto-fills when used in group messaging.
Merge tags are an efficient way to communicate with your contacts. By utilizing merge tags, you and your team can save time when sending messages to multiple contacts at once. Give merge tags a try for your next group messaging session!
If you have any questions, please write us at email@example.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.