Customising Bulk Invite Emails with Merge Fields

The bulk invite tool allows you to send personalised emails at scale by using merge fields, placeholders that automatically populate with each recipient’s and adviser's details.

Merge fields are special tags (e.g. [first name]) that you can include in your email body. When the email is sent, these tags are replaced with the actual data for each contact or adviser.

For example:

• Writing Hi [first name], becomes Hi Sarah, in the sent email.

You can include any of the following merge fields in your message:

To ensure the emails are properly personalised and functional, you must include the following three merge fields in your message:

• [first name]

• [adviser full name]

• [adviser url]

If these fields are missing, the tool won’t allow you to send the email.