Using merge tags in your template

Configuring mapped merge tags to use for multiple forms

Since a single template can be used for multiple forms that have fields with different IDs, Gravity Forms Email Customizer adds the ability to create custom merge tags to use in your template, that are mapped to the appropriate field in each form.

  1. In your dashboard go to Forms > Settings > Email Customizer.
  2. You’ll see a Mapped Fields text area populated with the default mapped fields.
  3. These fields can be modified, removed or added to. Each field should be added to a new line and set up in this fashion {field_id} : {field_label}.
  4. Be sure to save your settings if you make any adjustments.

Mapping custom merge tags to your forms

  1. In your dashboard go to Forms > Forms and edit one of your forms.
  2. Hover over the Settings tab at the top and select Email Customizer.
  3. You’ll see a list of drop downs that reflect the mapped fields you have configured.
  4. Select each of the drop downs and choose the appropriate field you want the merge tag to use to populate with data.
  5. Select Save Settings.

Inserting merge tags into your template

Merge tags can be inserted into the text of both Paragraph and Heading blocks.

  1. Edit one of your email templates.
  2. If you do not currently have a paragraph or heading block in your template you’ll need to add one.
  3. Click the paragraph or heading text and set your cursor where you want to insert the merge tag.
  4. Click on the Gravity Forms icon in the toolbar located on top of your block.
  5. Select the merge tag you want to use and it will be inserted into your text.

Other merge tags

The merge tag selector also includes default global merge tags used with Gravity Forms. This is data that is included with every entry regardless of the fields contained in the form.

You can also manually add merge tags specific to a form, but they are not included in the selector since the template does not know which form you are using with the template.

Additional resources

Use the links below for more information and guidance on adding blocks. Keep in mind that these articles are general information related to the WordPress Editor and building with blocks. Gravity Forms Email Customizer does not utilize all blocks or functionality due to the limited capabilities of emails.

WordPress Editor