Personalize Your Messages in the CRM Using 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 Workflow system.

Lead Information Fields

Use these merge fields to display lead information like their name, contact information, or special links to log in to your website through their account.

• Lead Full Name: {{NAME}}
  Displays the lead’s full name.
• Lead First Name: {{FIRST_NAME}}
  Displays the lead’s first name.
• Lead Last Name: {{LAST_NAME}}
  Displays the lead’s last name.
• Lead Email Address: {{EMAIL}}
  Display the lead’s email address in your message
• Lead Phone Number: {{PHONE}}
  Display the lead’s phone number in your message.
• Lead Login Link: {{LOGIN_LINK}}
  Logs the lead in to their account on your website.
• Lead App Download Link: {{APP_URL}}
  Sends a link to download your website mobile app, moveto.
• Lead Advanced Search Link: {{LEAD_ADVANCED_SEARCH_LINK}}
  Logs the lead in to your website and opens the advanced search page.
• Lead Sold Search Link: {{LEAD_SOLD_SEARCH_LINK}}
  Logs the lead in and opens the sold listings search.
• Lead Market Report Link: {{LEAD_MARKET_REPORT_LINK}}
  Logs the lead in and opens the market report tool.

Agent Information Fields

Use these merge fields to advertise or display information for the lead's agent that has been assigned to them through the CRM. Share your name, contact information, and personal information so every email shows the lead their assigned agent's information. 

• Agent Full Name: {{AGENT_NAME}}
  Displays the full name of the assigned agent.
• Agent First Name: {{AGENT_FIRST_NAME}}
  Displays the assigned agent’s first name.
• Agent Last Name: {{AGENT_LAST_NAME}}
  Displays the assigned agent’s last name.
• Agent Email Address: {{AGENT_EMAIL}}
  Displays the assigned agent’s email address.
• Agent Phone Number: {{AGENT_PHONE}}
  Displays the assigned agent’s primary phone number.
• Agent Office Phone Number: {{AGENT_PHONE_OFFICE}}
  Displays the office phone number of the assigned agent.
• Agent Cell Phone Number: {{AGENT_PHONE_CELL}}
  Displays the assigned agent’s cell phone number.
• Agent Email Signature: {{AGENT_EMAIL_SIGNATURE}}
  Displays the assigned agent’s saved email signature.