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No Code and Multi-Map Merge Tags

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

Updated over a week ago

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.

How Preview Values Work

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.

  5. Enter a Preview Value.

    1. Example: If you have a Lead Country merge tag, add the preview value "Canada."

  6. Click Save.

Merge Tag settings screen with Preview Value field highlighted

Step 2: Use the Merge Tag in Studio

  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.

Step 3: Preview the Email

  1. Select Preview.

  2. Turn on toggles in the Merge tag preview feature:

    1. Highlight merge tags

    2. Show preview values

Studio preview panel with toggles for “Highlight merge tags” and “Show preview values” turned on.

This confirms personalization. It also confirms formatting before you publish or export.


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

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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