top of page

REALTOR MASTERCLASS

REALTOR MASTERCLASS.jpg

HOW TO CREATE AN AUTOMATION

HOW TO IMPORT YOUR CONTACTS

building relationships.jpg
import contacts photo.jpg
custom retention.jpg

HOW TO USE MERGE FIELDS

MERGE FIELDS.png

Can I use merge fields in the Design Studio?

Yes! When editing the text of a textbox you can type in the merge field you want to use. Make sure to use the correct notation with double brackets and no spaces.
For example: [[firstname]].

Here is a list of supported merge fields:

  • [[firstname]] - this will replace the recipient's first name

  • [[lastname]] - this will replace the recipient's last name

  • [[company]] - this will replace the recipient's company

  • [[spousename]] - this will replace the recipient's spouse's name

  • [[email]] - this will replace the recipient's email address

  • [[phone]] - this will replace the recipient's phone number

  • [[merge1]] to [[merge20]] - these are custom merge fields that can be saved on a contact.

  • [[returnfirstname]] - the sender's first name

  • [[returnlastname]] - the sender's last name

  • [[returncompany]] - the sender's company

  • [[returnemail]] - the sender's email address

  • [[returnwebsite]] - the sender's website

  • [[returnphone]] - the sender's phone number

  • [[invitecode]] - the sender's system invitation code

  • [[returnstreet]] - the sender's street address

  • [[returnstreet2]] - the sender's street address line 2

  • [[returncity]] - the sender's city

  • [[returnstate]] - the sender's state or province

  • [[returnpostalcode]] - the sender's postal code

  • [[returncountry]] - the sender's country

  • ​

Can you give me an example of using custom merge fields?

Let's say you sell lawn mowers and snow blowers. A customer buys a lawn mower while another buys a snow blower.  You could record what they purchased in the "merge 1" field on their contact record.  Then you could write a note like this:

​

"Dear [[firstname]],
Thanks for purchasing a new [[merge1]] from us! We hope you are enjoying your purchase."

HOW TO BUILD AND ORDER A MAILING LIST

HOW TO CREATE A NEW PROJECT

HOW TO COLLECT ADDRESSES

HOW TO DESIGN DRINKWARE

OTHER TUTORIALS....

customer testimonials.jpg

OUR AMAZING PRODUCTS

Contact

Let's Connect

Thanks for submitting!

bottom of page