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      Merge Fields

      Merge Fields are data placeholders that can automatically pull in specific data. These tools can include the lead's first and last name, display your phone number, or give leads in your CRM access to their account on your website. Using Merge Fields, you can craft custom messages for any scenario and engage with leads more efficiently.


      How to Use Merge Fields

      Use merge fields in your email, text and chat templates to automatically pull in lead, or agent, contact information. Merge fields can be copied from the list below, or you can use the list provided on your template page. 

      In the example below, we sent a template message to a lead who has favorited a property on our website. We made this template to save us the time of hand-writing a message that we are likely to repeatedly use. With just a few clicks, the message can be sent to our lead. The message includes a merge field to welcome the lead and a merge field to add the appropriate agent's information as a text "signature."

      These merge fields help you develop a unique message for any situation, share important resources on your Real Geeks website, or promote your contact information to ensure leads can reach you! Review the list below to see exactly what data can be introduced in your Real Geeks messages. 

       

      Merge Fields List

      Here is a list of all of the available merge fields that can be utilized within the CRM OR in the Drip system.

      Lead Full Name

      Display the Lead's Full Name:

      CRM Merge Field: {{NAME}}

      Drip Merge Field: {{NAME}}

      Lead First Name

      Display the Lead's First Name:

      CRM Merge Field: {{FIRST_NAME}}

      Drip Merge Field: {{FIRST_NAME}}

      Lead Last Name

      Display the Lead's Last Name:

      CRM Merge Field: {{LAST_NAME}}

      Drip Merge Field: {{LAST_NAME}}

      Lead Email Address

      Display the Lead's Email:

      CRM Merge Field: {{EMAIL}}

      Drip Merge Field: {{EMAIL}}

      Lead Phone Number

      Display the Lead's Phone Number:

      CRM Merge Field:   {{PHONE}}

      Drip Merge Field:  {{PHONE}}

      Lead Login Link

      Display a unique link to log your lead into their account on your website:

      CRM Merge Field:   {{LOGIN_LINK}}

      Drip Merge Field:   {{LEAD_LOGIN_HERE_LINK}}

      Lead App Download Link

      Display a unique link to pompt your lead to download your website's mobile app. 

      CRM Merge Field:   {{APP_URL}}

      Drip Merge Field:   {{LEAD_DOWNLOAD_APP_LINK}}

      Lead Advanced Search

      This unique link will log the lead into your website and take them to your website's advanced search tool

      CRM Merge Field:    {{LEAD_ADVANCED_SEARCH_LINK}}

      Drip Merge Field:    {{LEAD_ADVANCED_SEARCH_LINK}}

      Lead Sold Search

      This unique link will log the lead into your website and take them to your website's advanced sold search tool to view sold listings in your market

      CRM Merge Field:     {{LEAD_SOLD_SEARCH_LINK}}

      Drip Merge Field:     {{LEAD_SOLD_SEARCH_LINK}}

      Lead Sold Search

      This unique link will log the lead into your website and take them to your website's market report search tool to review market information

      CRM Merge Field:     {{LEAD_MARKET_REPORT_LINK}}

      Drip Merge Field:     {{LEAD_MARKET_REPORT_LINK}}

      Agent Full Name

      Show the full name of the agent assigned to the lead.

      CRM Merge Field:  {{AGENT_NAME}}

      Drip Merge Field:  {{AGENT_NAME}}

      Agent First Name

      Show the first name of the agent assigned to the lead.

      CRM Merge Field:   {{AGENT_FIRST_NAME}}

      Drip Merge Field:   {{AGENT_FIRST_NAME}}

      Agent Last Name

      Show the last name of the agent assigned to the lead.

      CRM Merge Field:  {{AGENT_LAST_NAME}}

      Drip Merge Field:  {{AGENT_LAST_NAME}}

      Agent Email Address

      Show the email address of the agent assigned to the lead.

      CRM Merge Field:  {{AGENT_EMAIL}}

      Drip Merge Field:   {{AGENT_EMAIL}}

      Agent Email Address

      Show the email address of the agent assigned to the lead.

      CRM Merge Field:  {{AGENT_EMAIL}}

      Drip Merge Field:   {{AGENT_EMAIL}}

      Agent Phone Number

      Show the primary phone number of the agent assigned to the lead.

      CRM Merge Field:  {{AGENT_PHONE}}

      Drip Merge Field:   {{AGENT_PHONE}}

      Agent Office Phone Number

      Show the office phone number of the agent assigned to the lead.

      CRM Merge Field:  {{AGENT_PHONE_OFFICE}}

      Drip Merge Field:   {{AGENT_PHONE_OFFICE}}

      Agent Office Phone Number

      Show the office phone number of the agent assigned to the lead.

      CRM Merge Field:  {{AGENT_PHONE_OFFICE}}

      Drip Merge Field:   {{AGENT_PHONE_OFFICE}}

      Agent Cell Phone Number

      Show the cell phone number of the agent assigned to the lead.

      CRM Merge Field:  {{AGENT_PHONE_CELL}}

      Drip Merge Field:   {{AGENT_PHONE_CELL}}

      Agent Email Signature

      Display the custom Real Geeks email signature, located in the CRM profile page

      CRM Merge Field:    {{AGENT_EMAIL_SIGNATURE}}

      Drip Merge Field:   {{AGENT_EMAIL_SIGNATURE}}