The Letters (Merge) App, part of the Core subscription, offers users the option to create customizable meta tags (prompts) and content blocks during template setup.
Merge fields in templates
When viewing or editing the Letters (Merge) templates, you may notice the use of Merge Fields. Clicking on the content areas prompts the user for specific information or allows users to select/omit specific content areas in the description.
There are two types of Merge Fields:
Double Square Brackets: [[ ]]
Double Curly Brackets: {{ }}
Include/exclude a section or content block
Double Square Brackets create optional content blocks or sections that you can toggle on and off within the Letters (Merge) App. Sections must be enclosed by two opening [[ and two closing brackets ]].
Correct Example: [[!test]] The quick brown fox jumps over the lazy dog. [[/test]] |
Incorrect Example: [[!test]] The quick brown fox jumps over the lazy dog. [/test] |
A section must have an identical section name in the opening and closing brackets.
Correct Example: [[!test]] The quick brown fox jumps over the lazy dog. [[/test]] |
Incorrect Example: [[test]] The quick brown fox jumps over the lazy dog. [[/sample]] |
The section name inside an opening bracket must start with the ! symbol, and the section name inside a closing bracket must start with the / symbol.
Correct Example: [[!test]] The quick brown fox jumps over the lazy dog. [[/test]] |
Incorrect Example: [[!test]] The quick brown fox jumps over the lazy dog. [[test]] |
If these rules are met, you can create, delete, or change the name of a section as you like. When content blocks or sections are set up correctly, you will see a popup when you use the template in the Letters (Merge) App, allowing you to toggle the sections you have set up.
Create custom placeholder merge fields
The second type of Merge Field is embedded with Double Curly Brackets {{ }}. Curly Brackets create placeholder merge fields that will be replaced with actual values (as prompted to enter) during the letter generation step in the Letters (Merge) App when that template is used.
Default merge fields
The Letters (Merge) templates contain a number of default merge fields that are saved to the database and can be reused when creating or updating letter templates.