<      Email Templates < What are Merge Codes and How do I use them? 

 

Using Merge Codes in Email Templates

Your Pet Sitter Plus system has been pre-loaded with some standard email templates, most of which contain one or more merge codes. 

 

Merge codes can be embedded in any standard email template such that the data you require is extracted from your database and automatically inserted into your email template at the time you send your email.

 

Merge codes are very effective in facilitating the automation of bulk emailing (such as bulk invoicing) as well as for creating one off client correspondence.

 

Other ways you can use Merge Codes

Merge codes will also work (and are effective) when embedded in the standard narrative sections of Quote, Invoice and Account Summary documents

 

 

 

Merge codes will also work when embedded in the subject line of emails

 

 

ON DESKTOP:

 
Navigate to Admin > Supporting Data > Email Templates 
STEP 1​​

  • To include a merge code in a template, simply copy it (including the brackets) and paste it (or type it directly into your template) at the place where you require the merged data to appear.

  • Click “Update”.

supdata6-emailtemp-use1.jpg

ON MOBILE:

Navigate to Admin > Supporting Data > Email Templates 
STEP 1​​

  • Tap on the email template you want to add a merge code to.

STEP 2

  • To include a merge code in a template, simply copy it (including the brackets) and paste it (or type it directly into your template) at the place where you require the merged data to appear.

  • Click “Update”.

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Pet Software Ltd provides a market leading scheduling and billing solution for Pet Sitters, Dog Walkers, Dog Day Care Centres and Kennels. Pet Sitter Plus helps pet sitters to spend more time with pets and less time on administration.



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