Merge fields are used in email templates to capture specific information about the transaction. They automatically pull in the corresponding data from a transaction into the email based on what merge fields are in the email template.

For example, if you have the Buyer Acceptance Offer email template, you can have the Contract Title merge field in the subject line of the template. When you apply that email template to your emails, it will automatically look for the merge field, Contract Title, in the transaction you are on and pull in the value for it.

Email Template With Merge Field in Subject Line

$Image shows the subject line which is directly below the To: field. It contains the merge field, {{contract_title}} before - Accepted Offer.$

Applied Email Template With Applied Merge Field

Image shows the subject line below the email addresses. It has the address, which is the contract title, in the subject line before - Accepted Offer.

Using Merge Fields

To the right of the subject line, and also the editor bar, there is a bullet point button that will open up a left side panel. This has all of the different merge fields available in your account including Fields and Contact Roles.

Pro Tip:

Anytime you want to see your merge field choices, you can click on CTRL + A to open up the left side panel to view them.

To the far right of the subject line and far right of the editor bar, are identical bullet point buttons used to open the merge field panel.

Find the merge field you need, and click on the name. It will automatically copy the merge field in the format the system requires.

If you need to select a merge field for one of the contact roles or yourself, open the merge field side panel on the left, and choose either Contact Roles or Me from the options at the top.

There are some merge fields that have a Start | End option, such as Closing. If you click on Closing, it will copy the merge field for the date but not the time that it starts or ends. To show the time as well, you'll need to copy the Start merge field.

Go back to your email template, and paste the merge field in the spot you need. Continue to create your email template using any of the merge fields available. The email will save while you are working on it, so if you need to come back to it at a later time, you can do so.

Once you are done with the email template, it's always a good idea to test it out. If you have a test transaction in your account, try applying your email template to make sure all of the merge fields pull in the information you want. This article goes over applying an email template: How To Apply an Email Template.