Merge Fields

Merge fields store commonly used information under Field Labels that can be easily inserted into your letters.

There are 2 categories of merge fields - branch information merge fields and property information merge fields.

Branch Information

You can update your branch information merge fields from your Merge Fields tab under Settings. This allows you to add information about your branch that can be automatically used in your letters. 

The branch information merge fields include your branch name, contact details and up to 10 custom fields, which could be used to add any extra information or testimonials to your letters. 

Once you’ve filled in the merge field boxes on this page, you can use the merge field labels in your letter content to automatically add this information to your letters, saving you having to write it out each time.

For example, if you wanted to include your branch email address at the end of your letter, you could use the label [[branch_email_address]] in your content instead of writing out the email address. This can be particularly helpful if any of your details change as it means you could update everything immediately from one page, rather than jumping into each template one at a time. 

Likewise, if you have any testimonials or extra content you’d like to routinely include in your letters, this can be added as a Custom Field. Instead of writing out the testimonial on each letter you could add this to a merge field (e.g. Custom Field 1) and then use the label [[custom_field_1]] on your template. 

Property Information

The property information merge fields allow you to automatically add in information relating to the property you’re targeting, such as the address or number of weeks it’s been on the market.

You can add these from the Merge Fields drop down menu in your content editor.