1. What Are Merge Fields?
Merge fields are dynamic tags used in broadcasts and automated communications that automatically fill in customer-specific or store-specific information at the time the message is sent.
2. Where Merge Fields Are Available
Merge fields appear as buttons in the text and email editors across the OneShop platform. They behave differently depending on the feature you’re using (e.g., broadcast, automation, clienteling).
3. Common Merge Fields Across All Platforms
Merge Field | Fills With | Example |
First Name | Customer’s first name | "Hi Sarah," |
Last Name | Customer’s last name | "Sarah Smith" |
4. Clienteling-Specific Merge Fields
Available only if you're using OneShop’s Clienteling platform:
Merge Field | Fills With | Example |
Store Location | Store name where the associate works | "from Mercer Street Shop" |
Stylist | Name of the associate (user sending the message) | "Your stylist, Nick" |
5. Loyalty Program Merge Fields
Available only for users on OneShop’s Loyalty Program:
Merge Field | Fills With | Use Note |
Lifetime Loyalty Points | Total points earned by the customer | "You've earned 1,200 points!" |
Active Loyalty Points | Current unredeemed points | You must add "points" after the tag |
Active Loyalty Rewards | Dollar value of rewards | You must add "$" and "in rewards" |
Active Loyalty Visits | Number of tracked visits (if applicable) | You must add "visits" |
Example Sentence:
“Hi {{first_name}}, you have {{active_loyalty_points}} points and {{active_loyalty_rewards}} in rewards!”
Would render as:
“Hi Sarah, you have 400 points and $100 in rewards!”
6. Using Merge Fields in Text Messages
Click on a merge field button in the text composer.
Ensure you add context like "points," "$", or "rewards" manually — merge fields only insert the value, not descriptors.
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7. Using Merge Fields in Email Messages
Click into the email designer.
Add a text block, then click Merge Tags from the formatting toolbar.
Tags preview directly in the editor and render dynamically on send.
8. Tips and Best Practices
Always preview your messages to see how merge fields will appear.
Keep messages clear by including context words outside the merge tag.
If unsure how a merge field will behave, contact OneShop support for guidance.