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Say goodbye to “Dear guest” – and hello to real names

Want to address your participants by name?

With merge fields, you can do just that – and make your emails, materials, invitations, website, and other texts easier to manage.

Merge fields let you insert specific information, like participant or event details, across the system. When you use them in emails, materials, or on your website, the information is automatically added and updated if anything changes.

You can use merge fields in lots of areas for different purposes. It’s a handy tool that we in Customer Success highly recommend – you might already know it as “mail merge”?

Here are some ways you can use merge fields:

  • Send an email to many people at once, where “Dear guest” is replaced with their name, like “Dear John Doe”
  • Prepare your materials and website even if the venue isn’t confirmed yet. Once the venue is booked, it’ll be automatically updated everywhere using the merge field
  • If you have the copy and backup module, copying an older event means your website is automatically updated with new details if merge fields are used
  • By using merge fields and the copy and backup module strategically, you can also create event “templates” that can be copied and reused for future events

To use merge fields in emails, just click Insert personal information or Insert event information above the text formatting options.

Ready to improve your text work with merge fields? They save time, reduce mistakes, and keep your info up-to-date. If you have questions about using merge fields, contact us at support@conferencemanager.co.uk – we’re happy to help!

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