Smart blocks are like merge fields. They pull information from a transaction into an email, but smart blocks use conditionals to decide when that information should be used.

For example, in the image below, you will see a smart block highlighted for the (B) Accepted Offer Transaction Summary. Since it's highlighted, you can click on SB in the editor bar to inspect the content of the smart block.

This will open a side panel to the left where you'll see all of the content for that smart block including merge fields, line breaks [BR], and conditionals. Conditionals are one of the most important parts of smart blocks because they tell the system to either bring in the smart block content or leave it out.

In the example below, the Contract Client Type field has to be equal to Buyer. It will only bring in the details of the smart block if the conditions are met. This eliminates you having to write out lengthy emails with all of the details each time you have a new transaction. Instead, you can have smart blocks built out and in place to do the work for you.

To apply an existing smart block into an email template, you will want to click on the bullet point icon to the right of the editor bar or click CTRL + A on your keyboard.

This will open a side panel on the left, where you can click on Smart Blocks or Smart Block Groups. After that, click on the name of the smart block you need to use. It will automatically copy the smart block in the format needed for you to paste it into the email template.

When you go to your transaction to apply the email template with the smart block, it pulls in the information you saw when inspecting the smart block. It's always good to read through it once to make sure everything populated correctly before sending it.