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How to convert a merge field into a link to be used for Schedules

Eddie
Eddie
  • Updated

This article will show you how to convert a merge field into a link to be used for triggered correspondence.

  1. Click Correspondence > Schedules from your Homhero side menu
  2. Double click on the existing Schedule to open it

    mceclip0.png

  3. Once you have opened your Schedule, click the Email Template tab
  4. Click the Merge Field icon 
  5. Search for the Merge Field you would like to use and click Insert
  6. The Merge Field will appear in the Email Template as shown below

    mceclip0.png

  7. Highlight the Merge Field you wish to hyperlink and copy the text e.g. hold (ctrl + c) on your keyboard
  8. Click the (+) Icon
  9. Select the Link option

    mceclip1.png

  10. Under the Link URL or Bookmark field, paste the Merge Field 
  11. Click the drop-down arrow to expand the box

    mceclip2.png

  12. Change the Text to display with the text you would like the link to display as
  13. Click Insert to complete the changes

    mceclip3.png

  14. Your new hyperlink will now appear in blue underlined text if completed successfully

    mceclip4.png