Dynamic Tags
What Are Dynamic Tags?
Dynamic tags are smart placeholders that automatically pull real-time data from your CRM records and insert it into templates, messages, workflows, or documents. Think of them as personalized shortcuts — instead of manually typing a customer’s name, company, or ticket number into an email, a dynamic tag like {{First Name}} or {{Ticket ID}} does the work for you.
Dynamic tags are essential for streamlining communication across your business. Whether you're sending a welcome email, updating a support ticket, or creating a sales follow-up, these tags make every interaction feel tailor-made. And the best part? They update instantly based on your CRM's most recent data, reducing errors and saving time.
For example, if you run a car dealership using Fireberry and want to send a maintenance reminder, your email might include: "Hi {{First Name}}, your {{Car Model}} is due for a service on {{Service Date}}. Click here to confirm your appointment." This message is personalized for every recipient without requiring manual input from your team. That’s the power of dynamic tags.
How to Use Dynamic Tags in a CRM
Sales Teams
Sales reps live and breathe personalization - and dynamic tags are their secret weapon.
Within Fireberry CRM, reps can embed dynamic tags into emails, proposals, and contract templates to create one-to-one experiences at scale.
Whether following up after a call or sending a proposal, tags like {{Contact Name}}, {{Last Interaction Date}}, or {{Deal Stage}} keep messages relevant and timely.
Sales pipelines also benefit from automation powered by dynamic tags. For example, when a lead is moved to the negotiation stage, Fireberry can trigger a personalized email:
"Hi {{First Name}}, we’re excited to move forward with your {{Product Name}} request. Here’s your quote!" This reduces repetitive tasks and ensures consistency in outreach.
Marketing Teams
For marketers, dynamic tags are crucial to delivering targeted campaigns. Fireberry allows users to plug tags into mass emails, landing pages, forms, and campaign workflows. Instead of blasting generic newsletters, marketers can send tailored updates like:
"Hi {{First Name}}, we thought you’d love this new feature based on your recent activity with {{Product Name}}."
Tags can be used in A/B tests, email subject lines, and even segmentation logic, ensuring each recipient gets content that resonates. Whether launching a seasonal campaign or a re-engagement workflow, dynamic tags let marketers scale personalization without slowing down.
Customer Service Teams
In service-based interactions, context is everything. Dynamic tags help support agents stay efficient and personal. For instance, when responding to tickets, Fireberry lets you use tags like {{Ticket ID}}, {{Issue Summary}}, or {{Customer Priority Level}} to speed up resolution and reinforce a high-touch experience.
Automated replies also get a boost. When a customer submits a support form, they can instantly receive a confirmation like:
"Hi {{First Name}}, we’ve received your ticket (#{{Ticket ID}}) regarding {{Issue Summary}}. A member of our team will reach out shortly."
This not only assures customers their issue is logged but also sets expectations with zero manual input.
Benefits of Dynamic Tags
Dynamic tags help teams personalize communication at scale by automatically pulling real-time CRM data into messages, records, and workflows. This boosts efficiency, accuracy, and customer engagement across your entire operation.
Here is a list of a few specific benefits of using dynamic tags:
- Save Time Across Teams
No more repetitive copy-pasting. Dynamic tags fill in the blanks so your team can focus on higher-value tasks.
- Scale Personalization
Make every customer feel like the only customer — even when you’re messaging hundreds or thousands at once. - Reduce Human Error
Tags pull real-time data directly from your CRM, meaning no more typos or outdated info in client communications. - Increase Engagement
Personalized emails and responses drive higher open rates, click-throughs, and customer satisfaction. - Streamline Internal Workflows
From sales proposals to ticket updates, dynamic tags keep your team organized and aligned with less manual effort.
Examples of Dynamic Tags
- {{First Name}} – Inserts the contact’s first name
- {{Company Name}} – Pulls in the organization tied to a contact or lead
- {{Ticket ID}} – Adds the support ticket number
- {{Deal Value}} – Reflects the current value of a deal in the sales pipeline
- {{Product Name}} – Used in product-specific campaigns or follow-ups
- {{Service Date}} – Great for appointment reminders or maintenance alerts
- {{Agent Name}} – Useful in customer service replies or call summaries
- {{Custom Field: Last Purchase Date}} – Pulls a custom field created by your team for tracking purchase history
Measurable Impact of Using Dynamic Tags
Companies that adopt dynamic tags in their day-to-day operations often see a significant improvement in customer communication and internal efficiency. Here are some measurable outcomes reported by Fireberry users:
- 25–40% increase in email open rates when subject lines and messages include personalized tags like {{First Name}} and {{Company Name}}.
- 20% faster ticket resolution time thanks to dynamic tags that surface key info instantly in service workflows.
- 40% reduction in human error related to outdated or manually copied data.
- Fewer customer complaints related to generic communication, boosting CSAT scores and customer retention.
Best practices & common mistakes of dynamic tags
Dynamic tags - best practices
- ✅ Test your dynamic tags before launching a campaign or workflow. Use preview tools or send yourself a test email.
- ✅ Use fallback values to avoid blank messages. For example: {{First Name | there}} turns into "Hi there" if the name field is empty.
- ✅ Keep tags relevant: personalize based on data that actually enhances the customer experience.
Dynamic tags - common mistakes
- ❌ Over-personalizing with too many tags in a single message can make content feel robotic or awkward.
- ❌ Using tags on missing or poorly maintained fields, which can result in broken messages or poor customer perception.
- ❌ Forgetting to update templates: if your fields change, make sure your tags do too.