Merge fields can be used in Email Templates and Text Templates to automatically add personal information to communication. This customized approach to communication streamlines processes and increases reply rates.
Adding Merge Fields to Templates
- Go to Admin > Email or Text Templates
- Edit a template or click + Template in the upper right-hand corner
- Click the Merge Fields drop-down menu at the top-right of the message body
- Select the Merge Field you would like to add (for example, select the "contact first name" merge field in order to input the contact's first name)
- You'll see the merge field code inputted into the body of the message
- When the email sends, the merge field will automatically input the contact's information (e.g. contact name, assigned agent’s name, inquiry address, etc)
Merge Field Definitions
🔷 All contact information is pulled from the Lead Profile.
Contact Name: Contacts first and last name fields
Contact First Name: Contacts first name field
Contact Last Name: Contacts last name field
Contact and Relationship First Name: Contact and relationship first name fields
Note: This merge field will only pull the first names of the contacts with an email address included in the email.
Contact Email: First email address listed on the contact's profile
Contact Phone: First phone number listed on the contact's profile
Contact Address: First address listed on the contact's profile (full address)
Contact Street: Street from the first address listed on the contact's profile
Contact City: City from the first address listed on the contact's profile
Contact State: State from the first address listed on the contact's profile
Contact Zipcode: Zipcode from the first address listed on the contact's profile
Contact Country: Country from the first address listed on the contact's profile
🔷 To access company settings, admin users will go to Admin > Company.
Company Name: Company name from the company page
Company Phone: Follow Up Boss company number from the phone numbers page
🔷 To access agent settings, go to your Initials/Image in the upper right-hand corner > My Settings.
Agent Name: Name from assigned agent settings
Agent First Name: First word in the name field from assigned agent settings
Agent Last Name: Second (and additional) word in the name field from assigned agent settings
Agent Email: Login email from assigned agent settings
Agent Phone: Follow Up Boss personal phone number of the assigned agent (if the dialer is not enabled, the agent's mobile phone number will appear)
Agent Mobile Phone: Assigned agent mobile phone number from settings
Agent Merge Field: Text in the user merge field at the bottom of the assigned agent's settings page
This can be used for personal websites, links to schedule a showing, a job title, or anything else!
🔷 To access lender settings, go to your Initials/Image in the upper right-hand corner > My Settings.
Lender Name: Name from lender settings
Lender First Name: First word in the name field from lender settings
Lender Last Name: Second (and additional) word in the name field from lender settings
Lender Email: Login email from lender settings
Lender Phone: Follow Up Boss personal phone number (if the dialer is not enabled, the lender's mobile phone number will appear)
Lender Mobile Phone: Lender mobile phone number from settings
Lender Merge Field: Text in the user merge field at the bottom of the user's settings page
🔷 Sender information is pulled from the sender's settings page. To access this page, go to your Initials/Image in the upper right-hand corner > My Settings.
Sender Name: Name from sender settings
Sender First Name: First word in the name field from senders settings
Sender Last Name: Second (and additional) word in the name field from the sender's settings
Sender Email: Login email from the sender's settings
Sender Phone: Follow Up Boss personal phone number (if the dialer is not enabled, the sender's mobile phone number will appear)
Sender Mobile Phone: Sender mobile phone number from settings
Sender Merge Field: Text in the user merge field at the bottom of the user's settings page
🔷 All property information is pulled from website activity listed on the Lead Profile.
Note: If the lead doesn't have an inquiry address listed on their profile, the lead source will be used.
Inquiry Address: Street of the most recent inquiry address
Inquiry Address URL: Address URL of the most recent property inquiry
Inquiry Address Preview: Preview the image, address, and description of the most recent inquired property
🔷 All property viewed information is pulled from web activity listed on the Lead Profile.
Viewed Address: Street of the last viewed address
Viewed Address URL: Address URL of the last viewed property
Viewed Address Preview: Preview the image, address, and description of the last viewed property
Last 5 Preview: Preview image, address, and description of the 5 most recent property views
Note: If there are no web inquiries on the lead profile, the source from the details section of the lead profile is used.