Getting ready

We need to be inside a campaign.

How to do it...

How it works...

Similar to how a regular merge field works, when Infusionsoft generates a communication or process, it will insert the value of the campaign merge wherever the merge code is present.

There's more...

Campaign merge fields can be found at the bottom of the standard merge menu; this menu will not be displayed if no campaign merge fields have been configured:

Campaign merge fields are very useful to build a reusable campaign. A great example of this is a recurring event. We can create an event date, an event time, and an event location merge field within the campaign. The next time we have the same event, we just have to update those fields and republish the campaign. There is no need to drill down into the individual campaign steps to display that information.

In general, any time there is an important piece of information that is the same across multiple campaign assets, we should consider using a campaign merge field.

See also

This recipe only shows how to create a campaign merge field. To learn how to insert it into a communication or process after creation, see the previous recipe Using merge fields.