Using personalization merge tags and dynamic text replacement

When editing text content in a ConvertFlow CTA, you'll find the option in the text editor to add merge tags to your CTA content.

Personalize with contact merge tags

Contact merge tags are useful if you want to personalize your CTAs to greet visitors by their name and more.

You can add merge tags for ConvertFlow's preset contact fields, which are automatically synced with your integrated ESP/CRM.

For example, you can greet your visitors by their name using the "first name" merge tag.

Your CTA will display the visitor's first name when displayed live on your site only if ConvertFlow knows the first of the contact because of previous form field submissions, social data research or because the field was already known in your ESP/CRM.

Merge tags don't just stop at first name. You can use custom fields merge tags, whether the custom field is in ConvertFlow and in your integrated ESP/CRM.

Adding a fallback

If ConvertFlow doesn't know the contact info for a visitor being used in a merge tag, it will display the given fallback.

For example, if you're using ConvertFlow for account-based marketing, you could personalize the CTA with the visitor's company name. 

If the company name of the person isn't know, by adding text after the equal character (=) within the brackets, the merge tag can fallback on "your team".

Real-time updates

As visitors submit forms and surveys on your site, their merge tags will update in real-time. 

For example, if on the first step of a CTA your form asks for the visitors first name, they can be displayed their first name when they reach the 2nd step of your CTA, right after submission.

If any other CTA merge tags are displayed on the same page, they'll be updated with the new info to reflect the latest contact info.

Dynamic text replacement

You can also use merge tags for dynamic text replacement. Simply add URL parameter values to your marketing links, such as "utm_source".

By adding the "URL Parameter" merge tag, you can name the URL parameter you want your merge tag to display the value of in your CTA content, and the merge tag will use the URL parameter value passed to the URL.