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No Code and Multi-Map Merge Tags

Enhance your personalization workflow with simplified tag management and multi-platform compatibility.

No Code Merge Tags

Personalizing emails in Knak no longer requires viewing or editing raw code.

Merge tags appear as visual pill-shaped elements instead of raw code like {{##FirstName##}}.

This keeps your emails clean. It also makes editing easier.

Visual merge tag displayed as a pill inside the email editor instead of raw code syntax.

Multi-Map Merge Tags

Use multiple sets of merge tags across platforms without changing your workflow.

How It Works

Each platform-specific tag maps to a single pill in Knak. When you sync the asset, Knak translates it into the correct syntax for each platform automatically.

Merge tag section on the admin side of the platform displaying token values for multiple Marketing Automation Platforms.

Example

If you use both Marketo and Pardot, Knak outputs the correct merge tag syntax for each platform from the same email.

Key Benefits

  • Create once

  • Deploy everywhere

  • No manual syntax updates

  • Scale across business units


Create and Edit Merge Tags

Use merge tags to personalize your content with dynamic data from your integration.

Create a New Merge Tag

  1. Go to Admin > Integrations > Merge Tags.

  2. Click Create Merge Tag.

    Merge Tags admin page with the “Create Merge Tag” button highlighted.
  3. Enter the token values in the input fields.

    Create Merge Tag form showing input fields for platform token values

If you use Marketo and plan to add this merge tag to a dynamic section, enter the Velocity script syntax in the Velocity Script Token field. Velocity script is Marketo’s scripting language. It controls how dynamic content displays.

Edit an Existing Merge Tag

  1. Go to Admin > Integrations > Merge Tags.

  2. Click the merge tag you want to update.

    1. You can click the merge tag name or the edit icon to update.

  3. Update the token values in the input fields.


Merge Tag Preview Values in Studio

Note: This feature is currently in Alpha testing. Please reach out to maral.artang@knak.com if you would like to participate.

Assign preview values to merge tags. View them directly in Studio before sending.

This feature helps you understand exactly how your email will render. It improves visibility. It reduces guesswork when working with dynamic content.

Step 1: Set a Preview Value for a Merge Tag

  1. Go to Admin.

  2. Scroll down. Click Integrations.

  3. Select Merge Tags.

  4. Choose one option:

    • Click Create Merge Tag to add a new tag.

    • Select an existing tag to edit it.

  5. Enter a value in the Preview Value field.

    1. Example: If your merge tag is Lead Country, enter “Canada” as the preview value.

    2. The preview value becomes the global default for the merge tag. You can update this value at the individual asset level if needed.

  6. Click Save.

Note: This example value is used when previewing emails that contain merge tags, this value does not sync over to your Marketing Automation Platform.

Merge Tag settings screen with Preview Value field highlighted

Step 2: Use the Merge Tag in Studio

Add a Merge Tag to a Text Box

  1. Open an asset in Studio.

  2. Add or edit a Text Box.

  3. Click the Tag drop down menu.

  4. Select your merge tag to add it to your text box.

    Studio text editor showing merge tag dropdown list inside a Text Bar component.

Add a Merge Tag to a Subject Line or Preview Text

  1. Open the Subject Line or Preview Text field.

  2. Type the # symbol.

  3. Begin typing your merge tag name.

  4. Select the merge tag from the list to insert it.

    Merge tag dropdown menu in a subject line in an email.

Step 3: Preview the Email

  1. Click Preview.

  2. Use the merge tag preview options to control how preview values appear:

    • Highlight merge tags

      Highlight merge tag setting toggled on in the email preview screen.
    • Show preview values

      Show preview values setting toggled on in the email preview screen.
    • Highlight both merge tags and preview values

      Highlight merge tag and show preview values settings toggled on in the email preview screen.
  3. To update the preview value for a specific asset, enter a new value in the preview input field and press Update.

  4. To restore the default preview value set at the merge tag level, click Reset.

    Preview panel showing a custom preview value entered for an asset, with Update and Reset buttons visible to manage preview values.

This helps you confirm personalization and review formatting before you publish or export your asset.


Tag Management Options

  • Clean Up Tags: Remove unused system fields to simplify tag options by clicking the trash icon:

    Merge Tags list showing trash icon used to remove unused system fields.
  • Rename Tags: Customize tag names to match internal language

    Merge Tag edit screen showing tag name field available for renaming.
  • Permission Control: Allow non-admins access to the Merge Tags page via role permissions.

    • Merge tag related permissions are:

      • Allow the user to view merge tags

      • Allows the user to create, update, and delete merge tags.

      • Allows the user to override merge tag default values

    Role permissions settings page showing merge tag view, edit, and override permissions options.

Adding Merge Tags to Assets

Email Body

Use the text editor’s popup tool. Click Tags to insert a merge tag into a Text Bar.

Text box selected in the body of an email with a red box around the popup editor button that says "tags"

Subject Line and Preview Text

Type # followed by the tag name. Example: #FirstName.

This works in:

  • Theme Builder

  • Email Builder

Subject line and preview text email details with # added into the preview text and merge tag list expanded

Use Merge Tags for Links

You can add merge tags to links in the Link Review section to make your UTM parameters dynamic.

Add Merge Tags to UTM Fields

Use this method to dynamically populate tracking parameters.

Steps

  1. Open your email or landing page

  2. Click Link Review in the Actions Menu

  3. Choose how you want to apply the parameter:

    • Select a single link to update one URL

    • Use the Global UTM section to apply parameters to all links

  4. Enter your merge tag using this format:
    {{!tag name!}}

Link Review panel with a UTM field showing a merge tag

Example

  • Merge tag name: Campaign_Name

  • UTM field value: {{!Campaign_Name!}}

In Knak, your link will appear as:
https://example.com?utm_campaign={{!Campaign_Name!}}

At send time, Knak replaces the merge tag with the actual value. For example:
https://example.com?utm_campaign=spring_sale

Add Merge Tags Directly in a Link

Use this method when you want the merge tag inside the URL path or as a custom parameter. This option is available in the link editor, not in the Link Review section.

Steps

  1. Open your email or landing page

  2. Select the link in the editor

  3. Open the Insert/Edit Link settings panel

  4. Click the Merge Tag icon in the link field

  5. Select your merge tag from the list

  6. Insert the tag into your URL

Link settings panel with merge tag icon.

Example

If your merge tag is user_id, your link may look like:
https://example.com/profile/{{!user_id!}}

At send time, the merge tag is replaced with the actual value. Example:
https://example.com/profile/12345


Troubleshooting

If a merge tag inserts an email address or URL, it will not appear clickable in Studio.

Use a Special Link to apply correct link formatting.


Need more help? Contact support via live chat within Knak using the chat bubble in the bottom right corner or email support@knak.com

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