Each template that you create can use an unlimited number of Merge Fields. A Merge field is a placeholder that gets filled in with information from the database when the document is sent. The most important thing to understand is that the list of valid merge fields will be determined by the “Use With” field located in the upper section with the template setup. Selecting “Contact” will allow only the fields from a contact record. Use with “Property” will only show the Property or Listing fields, and “Transaction” will allow only the transaction fields. So understanding where your data will be coming from is important. Merge fields can be placed in both the subject line and the body of the message. Simply place your cursor where you want the merge field to be placed and then type 2 bracket keys “[[“ this will display a list of merge fields that you can choose from. As you continue to type after the double brackets, the system will search the list for database field names that contain the text you are typing.

The Attached PDF file contains the complete list of fields (see below)

Contact

Contact#AnimotoLink
Contact#AnniversaryDate
Contact#AnnualIncome
Contact#BirthDate
Contact#BlogLink
Contact#ClientId
Contact#Company
Contact#ContactStatus
Contact#DropboxLink
Contact#EmailFolderLink
Contact#EnhancedGoogleMapLink
Contact#EvernoteLink
Contact#FacebookProfileLink
Contact#FirstName
Contact#GoogleDriveLink
Contact#GooglePlusLink
Contact#HomeAddress
Contact#HomeEmail
Contact#HomeFax
Contact#HomeMap
Contact#HomeMobile
Contact#HomePhone
Contact#HomePurchaseAnniversary
Contact#HomeWebsite
Contact#InstagramLink
Contact#KnownSince
Contact#LastCallDate
Contact#LastName
Contact#LastPersonalNoteDate
Contact#LastPersonalVisitDate
Contact#LifetimeValue
Contact#LinkedinLink
Contact#Note
Contact#Photo
Contact#PinterestLink
Contact#RealvolveEmailAddress
Contact#ReferredDate
Contact#RentOwn
Contact#RSSLink
Contact#SavvycardLink
Contact#Sex
Contact#ShowingReport
Contact#ShowingReport-NonSentOnly
Contact#ShowingReport-SentOnly
Contact#Source
Contact#SourceUrl
Contact#Stage
Contact#Title
Contact#TwitterHandle
Contact#WorkAddress
Contact#WorkEmail
Contact#WorkFax
Contact#WorkMap
Contact#WorkMobile
Contact#WorkPhone
Contact#WorkWebsite
Contact#YearMove
Contact#YoutubeLink
 

Referred By

Replace the ?? with any Contact field name listed above following the # sign. 

Contact:ReferredBy#??                         

Example:   Contact:ReferredBy#MailingName

Activity

When sending templates using an activity action, the following merge fields are available

Activity#Date
Activity#Note
Activity#Time
Activity#Title
Activity:Checklist#All
Activity:Checklist#Completed
Activity:Checklist#Incomplete
Activity:Checklist#Removed
 

Others

Current Date
Current Day 
Footer
Greeting
Header
InBusinessSince
MailingName
ServiceArea
Signature
TeamName
 

Current User

CurrentUser#Address
CurrentUser#CellPhone
CurrentUser#City
CurrentUser#Company
CurrentUser#EmailAddress
CurrentUser#Fax
CurrentUser#FirstName
CurrentUser#HomePhone
CurrentUser#LastName
CurrentUser#Photo
CurrentUser#Pronoun
CurrentUser#State
CurrentUser#StreetAddress
CurrentUser#Website
CurrentUser#WorkPhone
CurrentUser#Zipcode
 

Primary User

PrimaryUser#Address
PrimaryUser#CellPhone
PrimaryUser#City
PrimaryUser#Company
PrimaryUser#EmailAddress
PrimaryUser#Fax
PrimaryUser#FirstName
PrimaryUser#HomePhone
PrimaryUser#LastName
PrimaryUser#Photo
PrimaryUser#Pronoun
PrimaryUser#State
PrimaryUser#StreetAddress
PrimaryUser#Website
PrimaryUser#WorkPhone
PrimaryUser#Zipcode
 

Property

General Fields

Property#Acreage
Property#Age
Property#AgentMarketingNarrative
Property#AlarmCode
Property#AlbumPhotos
Property#AnimotoLink
Property#AnnualPropertyTax
Property#AreaInSqFeet
Property#Bedrooms
Property#BlogLink
Property#BuySideCommission
Property#City
Property#County
Property#Directions
Property#DropboxLink
Property#Dues
Property#EmailFolderLink
Property#FullBathrooms
Property#Garage
Property#GarageType
Property#GateCode
Property#GeoState
Property#GoogleDriveLink
Property#GoogleMapCustomUrl
Property#GoogleMapLink
Property#HOA
Property#ImportantListingNotes
Property#InternetMarketingNarrative
Property#ListSideCommission
Property#ListingPrice
Property#ListingType
Property#LockboxNumber
Property#Map
Property#MarketingTagline
Property#MasterBedroomOnMailLevel
Property#Notes
Property#Occupancy
Property#OriginalPrice
Property#OtherCode
Property#OtherInformation
Property#OurWebMarketingNarrative
Property#PartialBathrooms
Property#Photo
Property#PhotoEmbed
Property#PhotoLink
Property#PinterestLink
Property#PrimaryBoardName
Property#PrimaryMLSNumber
Property#PropertyStreetAddress
Property#PropertyType
Property#RealtorLink
Property#RealvolveEmailAddress
Property#RecordOwnerName
Property#SavvycardLink
Property#Schools
Property#SellerReport
Property#SellerReport-NonSentOnly
Property#SellerReport-SentOnly
Property#ShackleCode
Property#ShowingInstructions
Property#SQFT
Property#Status
Property#StreetAddress
Property#Subdivision
Property#Summary
Property#TotalCommission
Property#TruliaLink
Property#UniqueFeatures
Property#VirtualTourLink
Property#WebsiteLink
Property#YearBuilt
Property#YoutubeLink
Property#ZillowLink
Property#Zipcode

Special Example on use of Address fields:

Date Fields

Property#BrokerOpenDate
Property#DateInMLS
Property#DateInRealtorCom
Property#DateInTrulia
Property#DateInZillow
Property#ExpiringDate
Property#ListingDate
Property#ListingAppointmentDate
Property#MarketingAgreementDate
Property#MLSTargetDate
Property#OpenHouseDate
Property#PhotographyDate
Property#PreListingHomeInspectionDate
Property#PreMarketingDate
Property#SignInstallDate
Property#StagingDate
Property#VirtualTourDate
Property#WithdrawnDate
 

Time Fields

Property#BrokerOpenTime
Property#ListingAppointmentTime
Property#OpenHouseTime
Property#PhotographyTime
Property#PreListingHomeInspection
Property#StagingTime
Property#VirtualTourTime
 

Property Party Members

Each property party member type has as series of merge fields.  Instead of repeating each merge field for each party member type, I’ve listed the party member types used in the merge field.  Using Asset Manager as an example:  replace the ?????? from the party member merge field list with AssetManager to get Property:AssetManager#MailingName as the merge field name.  Notice how we have removed the spaces between the words.

Party Member Types

AssetManager
Assistant
AuctionRepresentative
CopyWriter
CoTrustee
EscrowOfficer
Executor
Handyman
InsideSalesAssociate
Landlord
ListingCoordinator
Locksmith
MarketingAssistant
OfficeManager
OpenHouseHost
Photographer
Plumber
PreListingHomeInspector
PropertyManager
RelocationSpecialist
Seller
Seller2
Seller3
Seller4
SellerAgent
SellerAgent2
SellerAgent3
SellerAgent4
SellerAgentAssistant
SellerAttorney
SellerReferredBy
SellersTitle
SellerTransactionCoordinator
SignInstaller
Stager
Tenant
Tenant2
TermiteInspector
Trustee
Videographer
 

Party Member Merge Fields

Property:??????#AnimotoLink
Property:??????#AnniversaryDate
Property:??????#AnnualIncome
Property:??????#BirthDate
Property:??????#BlogLink
Property:??????#ClientId
Property:??????#Company
Property:??????#ContactStatus
Property:??????#DropboxLink
Property:??????#EmailFolderLink
Property:??????#EnhancedGoogleMapLink
Property:??????#EvernoteLink
Property:??????#FacebookProfileLink
Property:??????#FirstName
Property:??????#GoogleDriveLink
Property:??????#GooglePlusLink
Property:??????#Greeting
Property:??????#HomeAddress
Property:??????#HomeEmail
Property:??????#HomeFax
Property:??????#HomeMap
Property:??????#HomeMobile
Property:??????#HomePhone
Property:??????#HomePurchaseAnniversary
Property:??????#HomeWebsite
Property:??????#InstagramLink
Property:??????#KnownSince
Property:??????#LastCallDate
Property:??????#LastName
Property:??????#LastPersonalNoteDate
Property:??????#LastPersonalVisitDate
Property:??????#LifetimeValue
Property:??????#LinkedinLink
Property:??????#MailingName
Property:??????#Photo
Property:??????#PinterestLink
Property:??????#RealvolveEmailAddress
Property:??????#ReferredDate
Property:??????#RentOwn
Property:??????#RSSLink
Property:??????#SavvycardLink
Property:??????#Sex
Property:??????#ShowingReport
Property:??????#ShowingReport-NonSentOnly
Property:??????#ShowingReport-SentOnly
Property:??????#Source
Property:??????#SourceUrl
Property:??????#Stage
Property:??????#Title
Property:??????#TwitterHandle
Property:??????#WorkAddress
Property:??????#WorkEmail
Property:??????#WorkFax
Property:??????#WorkMap
Property:??????#WorkMobile
Property:??????#WorkPhone
Property:??????#WorkWebsite
Property:??????#YoutubeLink


 

Transaction

General Fields

Transaction#AnimotoLink
Transaction#BlogLink
Transaction#ClientsAttending
Transaction#ClosingInformation
Transaction#ClosingType
Transaction#DateFunded
Transaction#DropboxLink
Transaction#EarnestDeposit1
Transaction#EarnestDeposit2
Transaction#EmailFolderLink
Transaction#GoogleDriveLink
Transaction#InstagramLink
Transaction#PhotoLink
Transaction#PinterestLink
Transaction#RealtorLink
Transaction#RealvolveEmailAddress
Transaction#SalesPrice
Transaction#SavvycardLink
Transaction#SignAtClose
Transaction#StreetAddress
Transaction#Terms
Transaction#TransactionType
Transaction#TruliaLink
Transaction#VirtualTourLink
Transaction#WebsiteLink
Transaction#YoutubeLink
Transaction#ZillowLink

Property Linked to Transaction

Transaction:Property#Acreage
Transaction:Property#Age
Transaction:Property#AgentMarketingNarrative
Transaction:Property#AlarmCode
Transaction:Property#AlbumPhotos
Transaction:Property#AnimotoLink
Transaction:Property#AnnualPropertyTax
Transaction:Property#AreaInSqFeet
Transaction:Property#Bedrooms
Transaction:Property#BlogLink
Transaction:Property#BuySideCommission
Transaction:Property#City
Transaction:Property#County
Transaction:Property#Directions
Transaction:Property#DropboxLink
Transaction:Property#Dues
Transaction:Property#EmailFolderLink
Transaction:Property#FullBathrooms
Transaction:Property#Garage
Transaction:Property#GarageType
Transaction:Property#GateCode
Transaction:Property#GoogleDriveLink
Transaction:Property#GoogleMapLink
Transaction:Property#ImportantListingNotes
Transaction:Property#InternetMarketingNarrative
Transaction:Property#ListSideCommission
Transaction:Property#ListingPrice
Transaction:Property#LockboxNumber
Transaction:Property#Map
Transaction:Property#MarketingTagline
Transaction:Property#MasterBedroomOnMainLevel
Transaction:Property#Notes
Transaction:Property#Occupancy
Transaction:Property#OriginalPrice
Transaction:Property#OtherCode
Transaction:Property#OtherInformation
Transaction:Property#OurWebMarketingNarrative
Transaction:Property#Photo
Transaction:Property#PhotoEmbed
Transaction:Property#PhotoLink
Transaction:Property#PinterestLink
Transaction:Property#PrimaryBoardName
Transaction:Property#PrimaryMLSNumber
Transaction:Property#PropertyStreetAddress
Transaction:Property#PropertyType
Transaction:Property#RealtorLink
Transaction:Property#RealvolveEmailAddress
Transaction:Property#RecordOwnerName
Transaction:Property#SavvycardLink
Transaction:Property#Schools
Transaction:Property#SellerReport
Transaction:Property#SellerReport-NonSentOnly
Transaction:Property#SellerReport-SentOnly
Transaction:Property#ShackleCode
Transaction:Property#ShowingInstructions
Transaction:Property#SignAtClose
Transaction:Property#SQFT
Transaction:Property#Status
Transaction:Property#StreetAddress
Transaction:Property#Subdivision
Transaction:Property#Summary
Transaction:Property#TotalCommission
Transaction:Property#TruliaLink
Transaction:Property#UniqueFeatures
Transaction:Property#VirtualTourLink
Transaction:Property#WebsiteLink
Transaction:Property#YearBuilt
Transaction:Property#YoutubeLink
Transaction:Property#ZillowLink
Transaction:Property#Zipcode

Special Note on Address

Date Fields

Transaction#AcceptanceDate
Transaction#AcceptanceDeadlineDate
Transaction#AgentEvaluationDate
Transaction#AlternativeEarnestDeadlineDate
Transaction#ApplicationDeadlineDate
Transaction#AppraisalContingencyDate
Transaction#AppraisalDate
Transaction#AppraisalDeadlineDate
Transaction#AppraisalObjectionDeadlineDate
Transaction#AppraisalOrderedDate
Transaction#AppraisalReceivedDate
Transaction#AttorneyReviewDate
Transaction#BuyerReferralDate
Transaction#BuyerSettlementDate
Transaction#BuyerSignedContractDate
Transaction#CertificateOfOccupancyDate
Transaction#ChecklistReceivedDate
Transaction#ChecklistSentDate
Transaction#ChimneyInspectionContingencyDate
Transaction#ChimneyInspectionDate
Transaction#CleartoCloseDate
Transaction#ClosingDate
Transaction#CommissionApprovedDate
Transaction#CommitmentDeadlineDate
Transaction#ConditionalSaleDeadlineDate
Transaction#ContingencyDate
Transaction#Transaction#Transaction#ContingentSaleCloseDate
Transaction#ContingentSaleContractDate
Transaction#ContractDate
Transaction#CreditInformationDeadlineDate
Transaction#CreditInformationDisapprovalDeadlineDate
Transaction#CreditOrderedDate
Transaction#CreditReceivedDate
Transaction#DateFunded
Transaction#DisclosureReceivedDate
Transaction#DueDiligenceDocumentsDeliveryDeadlineDate
Transaction#DueDiligenceDocumentsObjectionDeadlineDate
Transaction#DueDiligenceDocumentsResolutionDeadlineDate
Transaction#ECADDueDate
Transaction#EffectiveDate
Transaction#ExistingLoanDocumentsDeadlineDate
Transaction#ExistingLoanDocumentsObjectionDeadlineDate
Transaction#FinalWalkthroughDate
Transaction#FinanceDeadlineDate
Transaction#FinancialCommitmentDate
Transaction#FinancingContingencyDate
Transaction#FinancingCreditApprovalDate
Transaction#FireInspectionDate
Transaction#FirstEarnestDueDate
Transaction#HOADocsDeliveredDate
Transaction#HOADocsOrderedDate
Transaction#HOADocumentsDeadlineDate
Transaction#HOADocumentsObjectionDeadlineDate
Transaction#HOADueDate
Transaction#HomeInspectionContingencyDate
Transaction#HomeInspectionDate
Transaction#InitialContactDate
Transaction#InspectionContingencyExpDate
Transaction#InspectionObjectionDeadlineDate
Transaction#InspectionResolutionDeadlineDate
Transaction#LastInspectionDate
Transaction#LeadPaintContingencyDate
Transaction#LeadPaintInspectionDate
Transaction#LeaseEndDate
Transaction#LeaseSignedDate
Transaction#LeaseStartDate
Transaction#LenderApplyByDate
Transaction#LenderAppraisalDate
Transaction#LenderRespondDate
Transaction#LoanApprovalDate
Transaction#LoanObjectionDeadlineDate
Transaction#LoanTransferApprovalDeadlineDate
Transaction#MoldInspectionContingencyDate
Transaction#MoldInspectionDate
Transaction#MortgageApprovalDate
Transaction#MoveInDate
Transaction#MoveOutDate
Transaction#NoticeDate
Transaction#Off-RecordTitleDeadlineDate
Transaction#Off-RecordTitleObjectionDeadlineDate
Transaction#OptionExpirationDate
Transaction#PercolationTestContingencyDate
Transaction#PercolationTestDate
Transaction#PestInspectionDate
Transaction#PoolInspectionDate
Transaction#PossessionDate
Transaction#PreApprovalLetterDueDate
Transaction#PrivateFinancingDeadlineDate
Transaction#ProcessingSentDate
Transaction#ProjectedCloseDate
Transaction#ProjectedMoveOutDate
Transaction#PropertyInsuranceObjectionDeadlineDate
Transaction#PurchaseAgreementDate
Transaction#RadonContingencyDate
Transaction#RadonDropDate
Transaction#RadonPickupDate
Transaction#RatificationDate
Transaction#RecordTitleDeadlineDate
Transaction#RecordTitleObjectionDeadlineDate
Transaction#ReinspectionDueDate
Transaction#RenewalDate
Transaction#RepairAgreementDate
Transaction#RepairsCompletedDate
Transaction#RepairsDueDate
Transaction#ResaleCertDueDate
Transaction#RightofFirstRefusalDeadlineDate
Transaction#SecondEarnestDueDate
Transaction#SellerDisclosureDueDate
Transaction#SellerReferralDate
Transaction#SellerSettlementDate
Transaction#SepticInspectionContingencyDate
Transaction#SepticInspectionDate
Transaction#StructuralInspectionDate
Transaction#SurveyContingencyDate
Transaction#SurveyDate
Transaction#SurveyDeadlineDate
Transaction#SurveyObjectionDeadlineDate
Transaction#SurveyResolutionDeadlineDate
Transaction#TermiteInspectionContingencyDate
Transaction#TermiteInspectionDate
Transaction#TitleCommitmentDueDate
Transaction#TitleOrderedDate
Transaction#TitleReceivedDate
Transaction#TitleResolutionDeadlineDate
Transaction#TitleSigningDate
Transaction#UnderwritingConditionDate
Transaction#VerificationofFundsDueDate
Transaction#WaterInspectionDate
Transaction#WellInspectionContingencyDate
Transaction#WellInspectionDate
 

Time Fields

Transaction#AcceptanceDeadlineTime
Transaction#AppraisalTime
Transaction#AttorneyReviewTime
Transaction#BuyerSettlementTime
Transaction#ChimneyInspectionTime
Transaction#ClosingTime
Transaction#ContractTime
Transaction#FinalWalkthroughTime
Transaction#HomeInspectionTime
Transaction#LastInspectionTime
Transaction#LeadPaintInspectionTime
Transaction#MoveInTime
Transaction#MoveOutTime
Transaction#PoolInspectionTime
Transaction#PossessionTime
Transaction#RadonDropTime
Transaction#RadonPickupTime
Transaction#RepairsCompletedTime
Transaction#SellerSettlementTime
Transaction#SepticInspectionTime
Transaction#StructuralInspectionTime
Transaction#TermiteInspectionTime
Transaction#WaterInspectionTime
 

Transaction Party Members

Each transaction party member type has as series of merge fields.  Instead of repeating each merge field for each party member type, I’ve listed the party member types used in the merge field.  Using Asset Manager as an example:  replace the ?????? from the party member merge field list with AssetManager to get Transaction:AssetManager#MailingName as the merge field name.  Notice how we have removed the spaces between the words.

Party Member Types

Accountant
AdditionalInspector1
AdditionalInspector2
Appraiser
AsbestosInspector
AssetManager
Assistant
AuctionRepresentative
Bank1stTrust
Bank2ndTrust
Bookkeeping
Builder
Buyer
Buyer2
Buyer3
Buyer4
BuyerAgent
BuyerAgent2
BuyerAgent3
BuyerAgent4
BuyerAgentAssistant
BuyerAttorney
BuyerAttorneyParalegal
BuyerReferredBy
BuyersTitle
BuyerTransactionCoordinator
ChimneyInspector
ClientServices
ClosingLocation
Contractor
CopyWriter
Co-Trustee
ElectricCompany
EscrowOfficer
EscrowOfficerAssistant
Executor
FireInspector
GasCompany
Handyman
HomeInspector
HomeownersAssociation
HomeWarrantyCompany
HVACInspector
InsideSalesAssociate
InsuranceCompany
Landlord
LeadPaintInspector
ListingCoordinator
LoanOfficerAssistant
LoanOfficerLender
LoanProcessor
Locksmith
MarketingAssistant
MoldInspector
MortgageBroker
MortgageCloser
MortgageOriginator
MortgageProcessor
MovingCompany
OfficeManager
OpenHouseHost
PercolationInspector
PestInspector
Photographer
Plumber
PoolInspector
PreListingHomeInspector
PropertyManager
RADONInspectionCompany
RelocationSpecialist
RoofInspector
Seller
Seller2
Seller3
Seller4
SellerAgent
SellerAgent2
SellerAgent3
SellerAgent4
SellerAgentAssistant
SellerAttorney
SellerAttorneyParalegal
SellerReferredBy
SellersTitle
SellerTransactionCoordinator
SepticInspector
ShortSaleNegotiator
SignInstaller
Stager
StructuralInspector
Surveyor
Tenant
Tenant2
TermiteInspector
TransactionCoordinator
Trustee
Videographer
WaterCompany
WaterInspector
WellInspector
 

Party Member Merge Fields

Transaction:??????#AnimotoLink
Transaction:??????#AnniversaryDate
Transaction:??????#AnnualIncome
Transaction:??????#BirthDate
Transaction:??????#BlogLink
Transaction:??????#ClientId
Transaction:??????#Company
Transaction:??????#ContactStatus
Transaction:??????#DropboxLink
Transaction:??????#EmailFolderLink
Transaction:??????#EnhancedGoogleMapLink
Transaction:??????#EvernoteLink
Transaction:??????#FacebookProfileLink
Transaction:??????#FirstName
Transaction:??????#GoogleDriveLink
Transaction:??????#GooglePlusLink
Transaction:??????#Greeting
Transaction:??????#HomeAddress
Transaction:??????#HomeEmail
Transaction:??????#HomeFax
Transaction:??????#HomeMap
Transaction:??????#HomeMobile
Transaction:??????#HomePhone
Transaction:??????#HomePurchaseAnniversary
Transaction:??????#HomeWebsite
Transaction:??????#InstagramLink
Transaction:??????#KnownSince
Transaction:??????#LastCallDate
Transaction:??????#LastName
Transaction:??????#LastPersonalNoteDate
Transaction:??????#LastPersonalVisitDate
Transaction:??????#LinkedinLink
Transaction:??????#MailingName
Transaction:??????#Photo
Transaction:??????#PinterestLink
Transaction:??????#RealvolveEmailAddress
Transaction:??????#ReferredDate
Transaction:??????#RentOwn
Transaction:??????#RSSLink
Transaction:??????#SavvycardLink
Transaction:??????#Sex
Transaction:??????#ShowingReport
Transaction:??????#ShowingReport-NonSentOnly
Transaction:??????#ShowingReport-SentOnly
Transaction:??????#Source
Transaction:??????#SourceUrl
Transaction:??????#Stage
Transaction:??????#Title
Transaction:??????#TwitterHandle
Transaction:??????#WorkAddress
Transaction:??????#WorkEmail
Transaction:??????#WorkFax
Transaction:??????#WorkMap
Transaction:??????#WorkMobile
Transaction:??????#WorkPhone
Transaction:??????#WorkWebsite
Transaction:??????#YearMoved
Transaction:??????#YoutubeLink