CONTENT FINISHING CHECKLIST

– IS THE TITLE SHORT AND TO THE POINT

– AI SCORE BELOW 30%

– PLAGIARISM BELOW 3%

– CONTENT FLOWS WELL

– GOOD USE OF TABLES

– KEY POINTS

– JOHNSON BOXES

– IS THE ARTICLE INTENT-BASED

Merge Tag	Function	Example Use Case	Fallback Option
{{first_name}}	Displays the user’s first name	“Hi {{first_name}}, welcome to your dashboard!”	`{{first_name
{{email}}	Inserts the user’s email address	“Your login email is {{email}}”	`{{email
{{phone}}	Adds the user’s phone number	“We’ll call you at {{phone}}”	`{{phone
Hidden Field (Custom Tag)	Transfers values invisibly between funnel steps	Pre-fill fields in multi-step funnels	Not applicable
Fallback Syntax `	default:`	Ensures tags still show something if data is missing	“Hi {{first_name

What Merge Tags Are and Why They Matter

• Merge tags in ClickFunnels: These are dynamic placeholders used to personalize content in real time based on a user’s submitted data. They’re often written using double curly braces—for example, {{first_name}}—and allow funnel builders to insert a user’s name, email, or phone number into various funnel elements automatically.
• Why they’re useful: They let marketers create a more personalized, conversational funnel without manually customizing messages for every single visitor. From email subject lines to landing page greetings, merge tags boost relevance and engagement instantly.

Benefits of Personalization with Merge Tags

• Boosted engagement: Personalized content stands out and helps catch a visitor’s eye. Seeing their name on a page or in an email makes users feel acknowledged and increases the chance they’ll stick around.
• Higher conversions: People are more likely to respond to personalized calls to action. Merge tags help increase click-through rates and form completions by aligning content with each user’s experience.
• Stronger user connection: A personalized funnel builds trust. It feels more like a one-on-one conversation rather than a broadcast to a mass audience.
• Effective segmentation: Merge tags allow marketers to fine-tune their messaging based on the details users have already provided, improving follow-up campaigns and funnel flow.

Where Merge Tags Work in ClickFunnels

• Funnel Pages: Merge tags can be added to headlines, text blocks, or buttons. For instance, changing a header from “Welcome!” to “Welcome, {{first_name}}!” creates instant personalization.
• Email Sequences: Merge tags shine in Follow-Up Funnels, especially for subject lines, greetings, or custom messages. “Your free report is ready, {{first_name}}” feels more direct than a generic email blast.
• Form Fields and Hidden Fields: Marketers can use merge tags to pre-fill information from previous steps or pass values without the user having to enter the same data again.
• Membership Areas: In private content spaces, tags make the environment more personal. Greeting members by name or showing their profile data helps with user retention.
• Custom HTML and Scripts: For developers, merge tags can be inserted into scripts and HTML blocks to dynamically display user information across various content types.

How to Use Merge Tags in ClickFunnels

• Open your funnel step: In ClickFunnels, choose the funnel step where you want to add personalization and click “Edit Page.”
• Select a text element: Click into a headline, paragraph, button, or wherever the content needs to appear.
• Insert the merge tag: Type the appropriate tag such as {{first_name}} directly into the content area.
• Add a fallback (optional but recommended): To avoid blank spaces if the data is missing, use fallback text. For example: {{first_name | default: ‘friend’}}.
• Save your changes: Once the tag is inserted, save the page. ClickFunnels will replace the tag with actual user data in real time during the funnel flow.

Testing Merge Tags the Right Way

• Use test data: Submit dummy entries into your funnel (e.g., “Alex” as a first name) to see how merge tags behave when data is available.
• Send test emails: In Follow-Up Funnels, send yourself a test email to confirm that merge tags render correctly in subject lines and email body content.
• Preview funnel steps with caution: ClickFunnels’ preview mode doesn’t always populate merge tags correctly on the first pass. It’s best to test by actually completing the form and reloading the page.
• Clear browser cache when re-testing: Cached user data can create display issues. Clear browser storage before running multiple tests.

Merge Tag Best Practices

• Use them naturally: Insert merge tags where they make sense—usually once or twice per message or page. Overuse can feel robotic and forced.
• Ensure correct capitalization: ClickFunnels doesn’t auto-format names. If users submit “john,” that’s what will appear. Use scripts or guide users to capitalize properly in the form.
• Always include fallback values: A blank merge tag like “Welcome ,” makes a funnel look broken. Fallbacks like {{first_name | default: ‘friend’}} prevent that.
• Test for mobile responsiveness: Merge tags can increase text length. Always test your content on mobile to ensure it doesn’t break your layout.

Avoiding Common Merge Tag Mistakes

• Incorrect syntax: Always use double curly braces like {{first_name}}. Any other format—such as [first_name] or {first_name}—won’t work.
• Missing data collection: If the form doesn’t ask for a name or email, ClickFunnels can’t populate that tag. Make sure the needed fields are in the funnel step.
• Forgetting to test: Skipping the test phase may lead to broken or blank displays when the funnel goes live.
• Hardcoding placeholder data: Avoid leaving names like “John” in your final content. These are often forgotten and go live, ruining personalization.
• Over-personalizing: Cramming a user’s name into every other line feels unnatural. Use merge tags where they add value, not just for the sake of personalization.

Conclusion

Merge tags give funnel builders in ClickFunnels the power to speak directly to users by pulling in personal data submitted during the journey. By adding merge tags to headlines, emails, membership areas, and forms, funnel owners can make the experience feel tailored and relevant. This strategy not only increases engagement and conversions but also builds trust by showing that each visitor is more than just a number.

Personalization doesn’t require complex tools—just the thoughtful use of merge tags and fallback values. As long as the syntax is correct, the data is collected, and tests are run beforehand, merge tags can transform a basic funnel into a more human, personalized experience that resonates.

Key Takeaway: Merge tags in ClickFunnels turn generic funnel content into personalized messages by using dynamic fields like {{first_name}}. When used correctly with fallbacks and thoughtful placement, they improve user engagement, email response rates, and overall funnel performance.

FAQs

Can merge tags be used with external autoresponders like Mailchimp or ConvertKit?

No. Merge tags are specific to ClickFunnels. If using an external service, use that platform’s merge tag syntax instead.

What happens when a merge tag doesn’t have any associated user data?

If there’s no fallback value provided, the tag will appear blank on the page or email. Always use fallback text to avoid this.

Do merge tags work inside CTA buttons or order forms?

Yes, merge tags can be used in button text and some form fields. However, it’s important to test these across different devices and funnel steps.

Can ClickFunnels auto-capitalize user inputs for merge tag display?

No. Data appears exactly as it’s submitted. Marketers must use JavaScript or other formatting strategies to correct casing if needed.

Is there a limit to the number of merge tags that can be used in a single funnel page or email?

There’s no hard limit, but overusing merge tags can make the content feel unnatural. Use them sparingly for the best effect.