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Leveraging Copy Merge Fields For Success

I see you’ve been using auto follow-ups (AFUs) and mass emails to make moves and ensure that you’re following up with your prospects.

It’s working so far and it looks like your able to reach more people than you were before by typing each email individually, over and over.

But I’ve noticed in some of your AFUs and mass emails, you use various copy merge field values such as {FirstName} or {LastName} but the values are not populating correctly.

As a result, your messages are missing that personalized touch that really makes you stand out from your competitors.


But not to worry, I’m going to show you how easy it is to use these merge fields to ensure that your AFUs and mass emails are customized and unique.

Grab a pen and paper and take some notes so you can avoid making common mistakes when using this tool.


When creating an AFU or a mass email, you will see a Select Field and a Copy Merge Field Value.


Select Field allows you to choose from a plethora of options such as first name, last name, email, etc. that you can add to your mass email or AFU.

Once one of these options is selected, it will populate a code to the Copy Merge Field Value.


By copying that code and pasting it to your mass email or AFU, that message will now populate with the lead or contacts information once it is sent out. This allows you to use the same template and send your message to multiple recipients at the same time and still make it personal.

When copying merge field values into your mass email or AFU, always make sure you are copying the code exactly as it appears. Adding additional spacing or editing the code in anyway will result in it not properly transposing in the message.

Take a look at the codes below:


These codes are broken and will NOT adapt to the information you want them to show when message is sent, they will send exactly as they currently appear. To the recipient this might look confusing or off-putting and may deter them from responding.

Don’t let your message go to prospects like this, always double check that you are copying and pasting the copy merge field value codes exactly as they appear.

Also note that while Mass email and AFUs both offer select field options, the values that populate in the copy merge field are different and cannot be used interchangeably.

Do not try to input a merge field code from an AFUs to a mass email or vice versa as they will not adapt properly.

Take a look at the examples below and notice the difference between the copy merge field values that appear for an AFU v. a Mass email.

Example of first name code in AFU:


Example of first name code in Mass email:


Always remember:

  • Use copy merge field values to your advantage! Add them throughout your message and in the subject line to really catch your recipient’s attention.
  • Double-check the copy merge field value before inputting it in your AFU or mass email.
  • Merge field value codes used for AFUs and Mass emails are not the same and cannot be used interchangeably.

Pay close attention to avoid these common mistakes and start making closes like a Tiger!

How to assign a user to become a sales enablement professional in your TigerLRM Dashboard.

To assign a sales enablement user, simply go to Administrator > User Management > Edit User.

Once you are on the user's information, you can select if you want them to be "Non-Admin," "Admin," or part of the "Enablement Team." Save this information, and your desired user will have the right access.

You can access your Dashboard here.