Personalize your campaigns with merge tags (Manual method)
Make your recipients feel unique by adding personalized data tags like {{First Name}} to your documents. Increase their engagement and retention with custom messages based on their recipient data. Follow this tutorial to learn how you can manually insert merge tags (markers) in your template.
1. Manually insert {{merge tags}} in the body and/or the title of your file.
In our example below, we used the {{merge tags}} for Date, First Name, & Last Name.
When we initialize the Publigo process, the {{merge tags}} in our document will be replaced by data from our datasource.
2. Make sure your markers perfectly match the headers in your datasource
If you wrote {{date}} in your template but you entered {{Date}} in your datasource, Publigo won’t replace this merge field because of the discrepancy.
📌 Note: Merge tags are case-sensitive.
3. Be careful with extra spaces in your column headers - remove them if there are any
If you wrote {{Date}} in your template but you entered {{Date }} in your datasource, Publigo won’t replace this merge field because of the discrepancy.
📌 Note: Merge tags are space-sensitive.
If you want to check that your merge fields are correctly replaced, use our preview option to generate a test file before starting your document merge.
And that’s it! All your personalized {{merge tags}} have been replaced with data from your datasource.
