Personalize your email and text communication by utilizing Custom Merge Fields. This powerful feature allows you to insert specific information about your recipients directly into your communication, making each message feel tailored and relevant to the individual.

Setup

Custom Merge Fields are based on the Custom Fields created by the account owner (Admin > Custom Fields). These fields affect the entire account. If there's a field you think would be useful for your team, reach out to your account owner to have it added!

Using Custom Merge Fields

This customized information can be added to any Email or Text template using the dropdown at the top-right of the composer. 

The fields will automatically populate with the contact's information upon sending. If the custom field is blank in their profile, the field will be left blank. 

User Merge Field

Custom merge fields are about your leads and clients. But what if you need to customize your email templates with information about the assigned agent or lender; such as that agent's website, Calendly link, Zillow Reviews link, or YouTube video?

Each user in FUB can create their own User Merge Field by going to their Initials/Images in the upper right-hand corner > My Settings > Scroll down to Other Settings > Edit User Merge Field > Save.