Create Text Merge Step

The [Pick or Create TextMerge] step allows a user to create a Text Merge by combining String and data. Users can click PICK OR CREATE TEXT MERGE to pick or create a Text Merge. Selecting Create will open the Text Merge Designer. Configuring the inputs in the Text Merge Designer will display the Inputs on the Properties panel of the step.

Properties

Settings

Output

Using a Custom Text Merge in a Flow

Text Merges have a Designer that acts as an interface with pre-built Calculated Fields and Icons. For data to be usable, it must be added as Input Data. This example will explore how to create a text merge and use it in a Flow. 

1. In a Project, create a new Flow. 
2. In the Toolbox, navigate to Data > Text > Text Merges. Select [Pick or Create TextMerge] and add it to the workspace.
   
3. On the Properties panel, click PICK OR CREATE TEXTMERGE and create a new Text Merge.
4. The Text Merge Designer will open. In the Properties panel for the designer, add two new String inputs, One for Name and another for Email Address.
5. With the inputs defined, add text into the workspace utilizing the inputs. For example, [Name]'s email is [Email Address].
6. Once the Text Merge is defined, save and close this Designer.
7. In the Flow Designer, two new input values appear on the step, matching the created inputs for the Text Merge. Define values for the inputs. 
8. Under Settings, set Merge Text Type to Plain. Below is a brief overview of the different Merge Text Types.

   Text Type	Description
   Plain	Outputs the Text Merge as a regular string
   HTML	Outputs the Text Merge as HTML string
   PDF	Outputs the Text Merge as a PDF file
   DOC	Outputs the Text Merge as a Word document

   
9. Add a Form with a Label that will display the Text Merge.
10. Save and debug the Flow to view the resulting output.