Personalize email and text communication using Custom Merge Fields.

Setup

Custom Merge Fields are based on the Custom Fields created by your team account owner.

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 get 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. 

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The fields will automatically populate with the contact's information upon send. If the custom field is blank in their profile, no data will appear.

User Merge Fields

Custom merge fields are about your leads and clients. But what if you need to customize your email templates based on the assigned agent or lender? If addition to standard merge fields like "Agent name" you can use "Agent merge field" and "Lender merge field" (%agent_merge_field_1% and %lender_merge_field_1%). Those come from the additional free-form merge field "User Merge Field" that agents and lenders can edit on the My Settings screen. They can put any additional information into this field, for example a link to their personal website, a link to schedule a meeting, a job title or anything else.

Additional Information

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