- Login to your website admin panel
- Click Communication on the left-hand side menu
- Click Merge Tags in the sub-menu of Communication
- Click the + icon on the right-hand side
- Enter your desired tag into the first box (must be in this format: %EXAMPLE% - no spaces, all uppercase, surrounded by % signs)
- Enter your desired tag value in the second box (this is what leads will see when you send a message utilizing the merge tag)
- Hit the Save button at the bottom of the module box
When sending SMS messages or Emails in the future, merge tags will automatically be changed from the tag, to the value.