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Merge Tokens
Mike Walsh avatar
Written by Mike Walsh
Updated over a week ago

Merge Tokens can be applied to the customer-facing features such as Quotes and Email Templates. Our Merge Tokens feature allows admins to replace placeholder text with Quote or customer information allowing the personalization of most Labels & Messages as per the example below:

To use this functionality when using the editor, simply click on the Mail Merge dropdown in the toolbar to enter the appropriate mail merge field:

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