Studio merge fields is a feature that allows studio users to manage frequently used content within all of their templates at once. Located in the Settings page of the Portal in the Studio Info tab, studio merge fields are available for users to fill out to be used dynamically in their Email Blast and Automation templates, Dashboard Scripts, Client Details page, and Texting Inbox.
When you navigate to your Settings Tab, simply click on Studio Info and scroll down to Studio Merge Fields to see the options for your studio!
You will see how many you have completed, as well as any fields that need to be completed. Once you update the fields on this page, the information will be available for use throughout your portal!
Check out the steps below to learn how to use the merge fields in your portal!
Template Editor
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In a text input field, click the Merge Tags dropdown
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Hover over My Studio Merge Fields
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Select the merge field section and merge field from the list
- You will not have the option to select any merge fields that do not have a value
Rich Text Editor
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When using the rich text editor in the client details page, scripts editor or texting inbox, click the @ symbol
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Scroll down to select the studio merge field
- You will not have the option to select any merge fields that do not have a value
Troubleshooting Unresolved Merge Fields
Unresolved Merge Fields on the Automations Page
If the template associated with an Automation has unresolved merge fields, you will see an error under the template name
Click Edit and a modal will appear to allow you to resolve the merge field without navigating to the settings page. The unresolved merge field input will be highlighted green to indicate which field is needed for the template.
Enter the value and press Save. Once all the unresolved merge fields in the associated template have been resolved, the error will go away and you can enable the automation.
Unresolved Merge Fields in the Template Editor
If a template has unresolved merge fields, you will see an error next to the Save Template call to action.
Click Edit and a modal will appear to allow you to resolve the merge field without navigating to the settings page. The unresolved merge field input will be highlighted green to indicate which field is needed for the template.
Enter the value and press Save. Once all the unresolved merge fields in the associated template have been resolved, the error will go away you can save the template.
Unresolved Merge Fields in Email Blasts
When you create or edit an Email Blast, choose a template from the dropdown in the Content Section. If the template has unresolved merge fields, you will see an error under the template name.
Click Edit and a modal will appear to allow you to resolve the merge field without navigating to the settings page. The unresolved merge field input will be highlighted green to indicate which field is needed for the template.
Enter the value and press Save. Once all the unresolved merge fields in the associated template have been resolved, the error will go away you can send your Email Blast.
Available Merge Fields
Below you will see all available merge fields and a description of each. We have also included some helpful tips to get you started!
| Merge Field (Attribute) | Description | Tool Tip | Additional Notes |
|---|---|---|---|
| Instagram URL | The link to your studio's Instagram page | The link to your studio's Instagram page | |
| Facebook URL | The link to your studio's Facebook page | The link to your studio's Facebook page | |
| Google Review URL | The link to where your clients can leave you a Google review | The link to where your clients can leave you a Google review | |
| Refer-a-Friend URL | The link to where your clients can refer a friend to your studio | The link to where your clients can refer a friend to your studio | |
| Survey URL | The link to where your clients can fill out your survey | The link to where your clients can fill out your survey | |
| Schedule URL | The link to your class schedule in the booking platform | The link to your class schedule in the booking platform | |
| Display Name | The name of your package or contract as you would like it displayed in a template | The name of your package or contract as you would like it displayed in a template | This name should not include the price as that is covered in a separate resource (Eg. Click below to redeem your *Offer_Name* for *Offer_Price*) |
| Price | The full price of your package or contract | The full price of your package or contract. Please include your country’s currency symbol in this field. | Make sure to include the currency symbol for your country! |
| Description | A brief description of the package or contract | A brief description of the package or contract | |
| Purchase URL | The direct link to purchase your package or contract | The direct link to purchase your package or contract | |
| Expiration | The length of time the client has to use the package until it expires | The length of time the client has to utilize the package until it expires | Example: “12 months from purchase”, “6 months from first use” |
| Extension Length | The amount of additional time to offer low-usage clients | The amount of additional time to offer low-usage clients | Typically offered to low-usage clients on a trial to incentivize additional usage on a trial |
| Bonus Visits | The number of visits a client can take on the package that will unlock a special offer | The number of visits a client can take on the package that will unlock a special offer | Written as “5” or “five” |
| Discount Price | The promotional price for a package to offer lapsed clients | The promotional price for a package to offer lapsed clients | Make sure to include the currency symbol for your country! |
| Promo Code | The promo code the client will use to redeem the offer | The promo code the client will use to redeem the offer | Set these promo codes up to apply to a single pricing option and to only be redeemable once per personEg. WELCOMEBACK |
| Length | The length of time that a recurring package or contract is for | The length of time that a package or contract is for | Example: “12 months” or “Month to month” |
| Offer Billing Period | How often a package or contract recurring payment option will be charged | How often a package or contract recurring payment option will be charged | Example: “once a month” or “biweekly” |
FAQ/Important Information
- At this time, you cannot create your own studio merge fields.
- Your completed fields will be available for all templates and scripts using the merge tag drop down or @ symbol
- Merge fields will only be available for you to select if there is a value in the relevant input - If a studio merge field has an empty value, you will not have the option to select that merge field from the drop down
- Automations cannot be enabled if the associated template has unresolved merge fields
- Email Blasts cannot be sent if the associated template has unresolved merge fields
- Templates cannot be saved if it includes an unresolved merge field
- Messages cannot be sent if they include an unresolved merge field
- Once a merge field input has a value, it cannot be deleted or removed - only edited