What are recipes and how do they work?
Sometimes the parties on a deal can be complex and the standard contact fields just won't cover it. In this case, you can utilize recipes to auto-generate more complex merge combinations. These combinations address things such as greetings for multiple buyers and sellers or all parties on a deal.
Standard Contact Merge Fields
These fields are available in the Fields list in the message template dialog and will reference the primary contact on the deal to fill in the details.
First name: ##{{ contact.firstName }}
Last name: ##{{ contact.lastName }}
Full name: ##{{ contact.name }}
Email: ##{{ contact.email }}
Phone: ##{{ contact.phone }}
Common Recipes:
Aggregate contact info
There are a few fields that provide common aggregate info about all the contacts on the deal.
Deal First Names: ##{{ deal.firstNames }}
Deal Full Names: ##{{ deal.fullNames }}
Listing all contacts
If you need to address all contacts on the deal, there is a bit of more complex logic to loop over each contact and pull some detail from each.
Recipe:
##{{#each deal.contacts}}
##{{ firstName }}
##{{/each}}
Output:
Jan
Amy
Mike
Calling on a specific contact that's not the primary contact
Or you can get any contact on the deal by their position in the list. Get the first contact with ##{{ deal.contacts.[0] }}, the second contact with ##{{ deal.contacts.[1] }} and so on.
First contact’s name: ##{{ deal.contacts.[0].name }}
Second contact’s phone: ##{{ deal.contacts.[1].phone }}
Third contact’s email: ##{{ deal.contacts.[2].email }}