Merge Terms (Custom)

Suggested Custom Merge Terms

• Meeting Name
• Meeting Dates
• Location
• Year
• Contact Information
• Support Information
• Deadlines
• Client Website

Using custom merge terms for your meetings is highly beneficial. It allows you to update recurring details, like the Meeting Name, in one place. This means you only need to update the Meeting Name once for all future meetings, saving administrators time.

Watch the short video to learn how to set up and add merge terms in an email.