Custom merge fields are a great way to add dynamic content into your Core iQ communications. Each custom merge field allows you to define a single piece of text that can be added into any number of templates and changed in a single location. Custom merge fields are a great way to add things like CD rates to a number of templates. This will allow you to make a single edit to a merge field which will dynamically affect several templates at once. In order to create and edit your custom merge fields, go to the Custom Field Definitions option in your Admin menu.
How to create a custom merge field
In the Custom Field Definitions area, select the 'Add Definition' button to create a new custom merge field. From here, you can name your field using the 'What You Want to Call It' option, and then give your field a value such as the rate amount or a specific date. This will create a new merge field entry that can be used on any template in the system. You can now go into the Merge Fields tab of any template and copy this new field name to be placed in the body of any communication.
How to edit a custom merge field
If you have already created a custom field, or want to edit one of the items that was created during your Implementations phase in Core iQ, you will need to find that item in the Custom Field Definitions screen to make an edit. Click the name of the item to enter into the field editing screen, and make your changes to the 'Field Value' text box. Once saved, this change will be dynamically modified throughout the platform on any template that this field was used on.