We use merge tag values to auto populate various information on our templates, forms, and search alerts. This article gives you an overview of the different merge tags we use frequently. Whenever you create a template it would be good practice to test it on a dummy lead first to verify it pulls the information you are expecting. Sometimes misspellings and things like that can cause errors in the merged value fields if you don't set them up right.
General Template Merge Tags
These are general tags we use frequently that will work on most of the templates you create. Use these to pull specific information for your leads, agents, lenders, or offices.
LEAD TAGS
Lead First Name: {first_name}
Lead Last Name: {last_name}
Lead Primary Phone: {primary_call}
Lead Email: {email}
Lead Site URL: {site_url}
Lead Site URL as Link: {site_url_as_link}
Lead Location: {lead_location}
AGENT TAGS
Agent First Name: {agent_first_name}
Agent Last Name: {agent_last_name}
Agent Avatar Image: {agent_avatar}
Agent Cell Phone: {agent_cell_phone}
Agent Primary Phone: {agent_primary_call}
Agent Email: {agent_email}
Agent Site URL: {agent_site_url}
LENDER TAGS
Lender First Name: {lender_first_name}
Lender Last Name: {lender_last_name}
Lender Avatar Image: {lender_avatar}
Lender Cell Phone: {lender_cell_phone}
Lender Primary Phone: {lender_primary_call}
Lender Email: {lender_email}
Lender Site URL: {lender_site_url}
OFFICE TAGS
Office Phone: {office_phone}
Office Fax Number: {office_fax}
Office City: {office_city}
Office State: {office_state}
Search Alert Template Merge Tags
These pull specific information related to the search alerts you set up for your leads. Usually these will only work for specific search alert template emails.
Saved Search Name: {saved_search_name}
Search URL: {search_anchor_url}
Search Listing Results: {search_alert_listings}
Search Alert Primary Criteria: {search_alert_primary_criteria}
Form Template Merge Tags
These tags are what you would use in your field key when adding specific information you want to gather from form submissions. When you use these correctly it will pull that data information and apply it to the lead that submits the form. These merge tags only work specifically with the forms.
First Name: first_name
Last Name: last_name
Email: email
Message Content: meta_message
Agent Notes: agent_notes
Price Interested: price_range
Work Phone: work_phone
Home Phone: home_phone
Cell Phone 1: cell_phone_1
Cell Phone 2: cell_phone_2
Primary Phone Number: primary_call