Overview
ClientPoint Design is an all-in-one creative editor built right into your ClientPoint account. It allows you to create polished proposals, presentations, marketing materials, and more - all without leaving the platform.
One of its most powerful time-saving tools is Merge Tags. These special placeholders automatically pull in live information (such as client names, dates, revenue figures, and sales rep details) directly from your ClientPoint data.
This means that instead of editing each document manually for every client, you can set up your file once and let ClientPoint do the personalization for you.
In this guide, you’ll learn:
What merge tags are and why they’re important.
What a JSON file is and why it’s useful for editing and backups.
How to create, save, and use merge tag-enabled documents step-by-step.
The complete list of tags you can use in any design.
What Are Merge Tags?
Merge tags are like smart placeholders in your document. When you place one inside your design, ClientPoint replaces it with real information based on your proposal, client, or sales rep profile.
Think of merge tags as “auto-fill” for documents - you set up the placeholder once, and the system fills in the details whenever the file is used.
Example:
You type:
^Client^ClientPoint replaces it with: Acme Corporation
You type:
^Rep_Name^ClientPoint replaces it with: Elayza Cataluña
Why Merge Tags Are Essential:
Save Time: No need to retype names, addresses, or numbers every time.
Consistency: Pulls data directly from ClientPoint, reducing typos or outdated info.
Scalability: Perfect for sending the same proposal template to multiple clients.
What Is a JSON File?
When you create a design in ClientPoint, you can save it as a JSON file.
A JSON file is like a blueprint of your design - it contains all your text, images, layout, and settings in a compact format. Unlike a PDF or image, it’s fully editable when imported back into ClientPoint Design.
Benefits of Using JSON:
Edit Later: Need to tweak a headline or change an image? Import the JSON and adjust without starting from scratch.
Backup Your Work: Keep versions of your designs so you can roll back if needed.
Share with Your Team: Send the JSON to a colleague - they can import it and use your exact design.
When to Save as JSON:
Always save as JSON if your design uses merge tags. This allows you to quickly re-open and adjust the tags, layout, or branding for future use.
Step-by-Step: Creating and Using Merge Tag Documents
Step 1: Start Your Design
You can begin in two ways:
-
From the Content Library:
Go to Settings → Content Library.
Click the blue button - Add to Library
Then choose Add ClientPoint Design button.
-
While Creating a ClientPoint:
Add a design directly during setup.
💡 Tip: Starting from the Content Library is best if you want to reuse your design in multiple ClientPoints.
Step 2: Choose or Create Your Template
When the ClientPoint Design editor opens:
Select an Existing Template:
Perfect for consistent branding. These pre-made layouts are professionally designed for proposals, presentations, and marketing materials.Start with a Blank Canvas:
Great if you want complete control over colors, layout, and content.
Once chosen, you can:
Drag and drop text boxes, images, and icons.
Change colors and fonts to match your brand.
Insert your merge tags where you want personalized info to appear.
Step 3: Add Merge Tags
Rules for Merge Tags:
Always enclose in carets (
^).No spaces in the tag - use capital letters to separate words.
Tags are case-sensitive.
✅ Example: ^Rep_Name^
❌ Example: ^rep name^
How to Insert a Merge Tag:
Click the text box where you want personalized info.
Type the merge tag exactly as shown in the list below.
Leave it in place - ClientPoint will replace it with real data later.
Key Rules for Using Merge Tags
- Enclose all merge tags in carets (^), e.g., ^Client_Name^.
- Avoid blank spaces within the merge tag. Instead, use capital letters to indicate spaces.
- The text inside the carets acts as the merge field label.
Full List of Available Merge Tags
You can use any of these in your design: Read this about Custom Merge Tags
^Client^
^Proposal_Id^
^Revision_No^
^Revenue^
^Division^
^Date^
^Service^
^Sub_Service^
^Rep_Name^
^Rep_Email^
^Rep_Title^
^Rep_Phone^
^Rep_Cell^
^Rep_Fax^
^Rep_Website^
^Rep_Custom1^ until Custom8
^Rep_Image^
^RepImage^
^Rep_Signature^
^Rep_Signature_Image^
^Rep_Signature_Draw^
^Contact_Prefix^
^Contact_Title^
^Contact_Phone^
^Contact_First_Name^
^Contact_Last_Name^
^Contact_Email^
^Account^
^Contact_Full_Name^
^Contact_Address^
^Contact_Street^
^Contact_City^
^Contact_State^
^Contact_Zip^
^Contact_Country^
^Contact_Mobile^
^Contact_Fax^
^Contact_City_Country_Zip^
^Contact_City_State_Zip^
^Region^
^Revenue_Formatted^
Step 4: Save Your Design
Once your merge tags and design are ready:
Name Your File → Be specific (e.g., “Proposal_Template_Q3”).
-
Choose Save Format:
PDF → Great for ready-to-send documents.
Image → For visual-only materials.
JSON → Recommended for merge tag designs you want to edit later.
Click Save.
Step 5: Add to Content Library
Go to Settings > Content Library.
Select the folder where your file should be stored.
Click the purple Add to Library button.
Choose Advanced Merge Document from the options.
Upload your file, toggle any needed settings, and click Submit.
Wait for the file to process — it will now be in your library.
Step 6: Use Your Merge Document
Open the ClientPoint where you want to use the file.
Select your document from the designated folder.
Fill in the merge tag fields prompted by the system.
Click Submit and wait for processing.
Your document will now be fully personalized and ready to share.
Why It’s Important to Follow These Steps
Merge tag functionality depends on precise formatting.
If you skip steps or mistype a tag:
The placeholder won’t be replaced with real data.
Your document may display errors or incomplete information.
You may have to redo the process entirely.
By following the workflow above, you ensure:
Accuracy - The right info appears in the right place.
Efficiency - No wasted time fixing broken tags.
Professionalism - Every document looks consistent and on-brand.
Conclusion
Merge tags in ClientPoint Design are a game-changer for document creation. They combine personalization, automation, and brand consistency into one streamlined process. When paired with JSON file saving, you get the flexibility to update and reuse templates for years to come - all without rebuilding from scratch.
Call to Action
🚀 Start today:
Open your Content Library, click Add ClientPoint Design, insert merge tags for personalization, and save your work as a JSON file for future edits.
For step-by-step assistance or personalized training, email support@clientpoint.net or contact your ClientPoint Account Consultant.