Setting a merge tag strategy for a journey

EX: If your journey is triggered by the Salesforce entry activity Opportunity created, you can set the merge tag strategy to link Opportunity updated activity merge tags with the entry activity. This is done by matching the Opportunity ID attribute from each activity.

EX: You could set up a nurture journey for a new opportunity that includes initial communications and internal notifications. In the journey, you could have the person wait at a filter for the opportunity stage to change (e.g., from Qualification to Needs Analysis). Once the stage changes, you can send an internal email notification with opportunity details (from the Opportunity updated activity) to your team member.

NOTE:

• Setting a merge tag strategy is only available for x activity occurs conditions.
• If your journey entry criteria include multiple x activity occurs conditions, you can reference attributes from any of those entry activities in the merge tag strategy. This allows you to match an activity to any of the entry activities.
  • EX: You could match the Opportunity updated activity to two different Opportunity created entry activities.
• If no matching activities are found, merge tags will have no value. This also applies when multiple activities are used in the entry criteria.
  • EX: If you try to match an Opportunity updated activity to an Opportunity created entry activity by Opportunity ID, but no updates with that ID exist, the merge tag will not output a value.
• Each activity can only be added to the merge tag strategy once.
  • EX: You can’t add the Opportunity updated activity twice, even if you want to use different attributes based on different entry activities.