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Use the Merge field to combine and transform your registration field

Streamline collecting and sifting through all that data with Merge field, a new way to use custom registration fields that helps you scan and understand reports faster than before. 

Still using the classic admin? Click here to learn where you can find the merge field settings.

Registration Fields help capture unique data from registrants, such as location, communication preferences, account information and more. But sometimes what your attendees submit is in a different format than what you need in your downstream workflows. Merge Fields will help combine and transform your fields in vairous ways to help accomplish this. 

Merge Fields are able to take any number of your custom registration field values and “merge” them into one field instantaneously. Any selected registration field’s values will be combined into one, and integrated into the CRM system of choice. This one field helps streamline collecting and sifting through all that data, which helps you scan and understand reports faster than before. 

How to set up a Merge field 

Once you’ve created a custom registration field, scroll down to where you see Hidden fields and then add or edit one of these fields.

Go in to the Settings for a hidden field. In the Settings tab, you'll see the merge options:

You can choose to transform the display of the merge field in your CRM system, making it easily digestible. After selecting your field’s values, select Transform merged data.

Format options:

  • Remove spaces
  • All upper case
  • All lower case
  • Only show first 4 characters
  • Only show last 4 characters
  • Only show first 3 and last 3 characters
  • Truncate

Common use cases for merge field

  • Merge a field to copy responses and then use response mapping on the merge field, giving you access to both the original and the mapped response in your reporting.
  • Do you have a field like phone number or address that you want to include as an email token but don't want to fully expose? Use a merge field and only show certain characters or truncate.

Merge fields in the classic admin

When configuring a registration field, look for Do not display field on registration form within the Integrations and Analytics category. Enable this to see the merge field options.