Tripleseat merge fields serve as convenient placeholders that can be seamlessly incorporated within terms and conditions, documents, and email templates.
These dynamic merge fields automatically populate specific information from your Tripleseat site, encompassing Location, Events, and Contact details.
The merge fields categories you will use most often are:
- Event
- Location
- Contact
- Account
- Document
Merge fields are a valuable time-saving tool for creating detailed Events. By presetting specific details and information, they effortlessly fill in the necessary information for the current event being worked on. This enhances efficiency and ensures accuracy and precision in the process.
To effectively utilize merge fields in your templates, you should find and replace anything that needs to be auto-filled. For example, you could insert your customer's first name, location name, name of event, and event date into a Discussion Email Template.
Your documents most likely already have merge fields applied, but to edit them or add additional merge fields, please follow the process below.
To insert a merge field:
- Navigate through settings to the appropriate text field
- Highlight the area where you would like to insert a merge field
- Right-click on the highlighted area to open up your merge field options
- Hover over the merge field category you’d like to use
- Select the appropriate merge field for your needs
- And Save
Having Problems on a Mac?
If you are working on a Mac and are having trouble pulling up merge fields by right-clicking, refer to this article.