Merge tags are placeholders that will automatically fill in the information at the time the message is sent.
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For example, if you email your leads Frasier, Martin, and Niles with a mass email that begins with: "Hello, {first_name}" Then each recipient will see their name when they receive the message.
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Frasier will see 'Hello, Frasier', Martin will see 'Hello, Martin' and so on.
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All of the merge tags pertain to the most direct information. For example, {lender_first_name} is the Lender that contact is shared with. The only variable for merge tags has to do with listings. If you want to insert info about a listing, you need to give the MLS ID of that listing so it knows which property to show the info for.

Please Note: Lead information pulls directly from the contact profile.

{first_name}

{first_lastname}

{full_name}

{primary_call}

{email}

{site_url} - Agent's subdomain/website

{site_url_as_link} - Will display a link to the lead's profile in BoldTrail

{lead_location} - Contact's preferred location. Set by contact's listing views, or set by alerts

{lead_address}

{unsubscribe_url} - Use this merge tag to add an 'unsubscribe' button to your emails for your contacts.

{last_property_view}

Please Note: This information pulls from the Agent Profile. For more information on setting up your profile click here.

{agent_first_name}

{agent_last_name}

{agent_full_name}

{agent_avatar}

{agent_cell_phone}

{smart_number}

{agent_primary_call}

{agent_email}

{agent_site_url}

{agent_signature}

{agent_testimonial_link}

{agent_facebook_link}

{agent_instagram_link}

{agent_linkedin_link}

{agent_twitter_link}

{agent_youtube_link}

Please Note: This information will be for the Lender linked to the specific contact. To learn more about getting your Lender involved with BoldTrail, click here.

{lender_first_name}

{lender_last_name}

{lender_full_name}

{lender_avatar}

{lender_cell_phone}

{lender_primary_call}

{lender_email}

{lender_signature}

Please Note: This is the information stored in the Office profile. Admins - to learn more about setting up the Office profile click here.

{office_phone}

{office_fax}

{office_address}

{office_city}

{office_state}

Please Note: This is the information stored in the Team profile. Admins - to learn more about setting up the Team profile click here.

{team_name}

{team_photo}

{team_phone}

{team_email}

{team_website}

{team_testimonial_link}

{team_facebook_link}

{team_instagram_link}

{team_twitter_link}

{team_youtube_link}
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Please Note: When using listing merge tags you must input the MLS ID into the designated spot above the content box.

{listing_address}

{listing_address_street}

{listing_price}

{listing_beds}

{listing_baths}

{listing_sqft}

{listing_description}

{listing_property_type}

{listing_thumbnail}

{listing_link}

{listing_image}

To add a merge tag with the Basic Editor click the little sun icon to populate the available merge tags.

To add text to an email, you'll first drag a text box from the content on the right side. Once the text box is available and you begin typing, the editing controls will appear. Hover over 'merge tags' and select the one that fits!

The Smart Assistant will automatically generate emails and text messages with applicable merge tags included, depending on the prompt you select.

While the system does its best to ensure accuracy, merge tags generated by the Smart Assistant may occasionally fill in incorrect information. You may see one or more of the following results within your generated email or text message after a prompt has been selected:

Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!
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