Merge Fields

Merge fields allow you to automatically insert commonly used information into your letters, streamlining the process and reducing the need for repetitive typing. With merge fields, you can easily insert both branch information and property information into your letters, ensuring consistency and improving efficiency.

Branch Information

You can update your branch information merge fields from the Merge Fields tab under Settings > General Settings. This allows you to store important details about your branch, which can then be automatically inserted into your letters.

Branch information merge fields include:

• Branch Name

• Branch Contact Details

How to Use:
Once you’ve filled in the details in the merge field boxes, you can use the corresponding merge field labels (e.g., [[branch_email_address]]) in your letter content. This allows you to automatically insert your branch’s details wherever needed.

For example, if you want to add your branch email address to the end of your letter, you can simply use [[branch_email_address]] instead of manually typing it each time.

This can be especially helpful if any of your details change. Instead of having to update each letter template individually, you can update the information in one central place, and it will automatically update across all your letters where that merge field is used.

Custom Merge Fields

Custom merge fields give you the flexibility to add any relevant information to your letters, giving you full control over the content you include.

Up to 10 Custom Fields can be used for adding extra information such as testimonials, promotional content, or any other specific details.

How to Use:
Custom merge fields can be used for additional contact details, special offers, promotional messages, or other relevant information that you want to include regularly. For example, you can add a special note or unique offer in Custom Field 2 and insert the label [[custom_field_2]] into your templates as needed.

Live Property Information Merge Fields

Property information merge fields allow you to automatically insert property-specific details, such as the property address or how long it has been on the market.

How to Use:
These fields are added directly from the Merge Fields drop-down menu in your content editor. You can select the relevant property information field (e.g., address, market duration) and insert it into your letter content, ensuring that the property-specific details are automatically populated.

Shared Merge Fields 

Some merge fields, such as branch information, are used across all Spectre products. If these fields are blurred out, it means they are linked to your core Spectre settings. To edit these fields, you’ll need to update your details in the Account Settings section.

How to Edit:

• Click your username in the top-right corner.

• Go to Settings > Account Settings and update your details there.

Any changes made here will automatically update your merge field settings for print and across all other Spectre products.

Summary

By using merge fields effectively, you can ensure your letters are dynamic, consistent, and save you time by automatically pulling in relevant details. Whether it’s branch information, property specifics, or custom content, merge fields provide a flexible and powerful way to tailor your letters. For more information or assistance, feel free to Contact Us.