Using Merge Fields in Emails

Merge fields allow you to personalize your emails by dynamically inserting recipient-specific data. For example, writing:

Hi <<Contact.FirstName>>,

will automatically display as:

Hi Aaron,

if the recipient's first name is Aaron.

How to Insert Merge Fields

1. Click the + icon located to the right of the email body section.
2. A list of all available merge fields will appear.

Note:

Emails sent to contacts and those sent to mortgage participants have two different sets of merge fields.

• Contact Emails: Use merge fields starting with <<Contact.
• Mortgage Participant Emails: Use merge fields starting with <<MortgageParticipant.

Selecting the Right Merge Field

• Contact Data:

  This includes information about the recipient. For example, if an email is sent to a lawyer, the lawyer's first name can be inserted as:

  <<MortgageParticipant.Contact.FirstName>>

• Mortgage Data:

  These fields include details about the mortgage such as the street, amount, lender name, or the applicant's first name. For instance, to reference the mortgage applicant's first name in an email to a lawyer, use:

  <<MortgageParticipant.Mortgage.ApplicantFirstName>>

• Contact.Owner Data:

  This represents your information as the record owner. To include your email signature in the message, insert:

  <<MortgageParticipant.Contact.Owner.EmailSignature>>

All the relevant merge fields are available when you click the Add Merge Fields icon.

Final Tip

Before activating/sending an email, it's a good idea to use the Test Email function to ensure your merge fields are correct.