Using Merge Tags for Autogenerated Data in Custom Pages

Merge tags are placeholders that are replaced with actual values for the user viewing the page. You can use them to display dynamic partner data in portal page content. For example, you can use the First Name and Last Name tags to personalize your Partner Registration page for the user accessing it.

These fields are supported as merge tags:

Standard information

First Name, Last Name, (Partner) Company Name, Email Address, MDF Fund Balance, Current Year, Today's Date, Name/Email/Mobile Phone/Work Phone for Partner Account Manager, Partner ID (the Partner ID in Unifyr One), Partner External ID (typically a Salesforce ID), SSO Company ID, SSO User ID, User ID (the User ID in Unifyr One), User External ID,

Supplier-specific information

Custom Fields for Partner and Partner User data.

1. Navigate to Partner Portal > Custom Pages.
2. Click the name of the page you want to edit.
3. [Optional] In this view, you can modify the values provided during page creation.
4. Scroll down to the Page Content section to add or edit content. 
5. Click in the required Content block, placing your cursor in the place where you want the autogenerated content to appear. The editor menu displays.

6. Click Merge tags.

    

7. From the drop-down menu, click the merge tag to add.

   Note: Merge tags representing custom Partner fields are prefixed with Partner - in the list. Those for custom Partner User fields start with Partner User - (added to the content with the syntax {{portaluser.<field_name>}}, for example {{portaluser.Preferred_Communication_Language}})

   The tag is entered, displayed with braces - the actual value will be populated when the page is accessed.