Merge tags are a great tool for email or text templates because they automatically display information specific to a certain property, process, or lead. (For more on how to use merge tags in emails, check out step 4 of this article).

Note that the merge tags discussed in this article only work when emailing from a process. They do not work when emailing a lead or contact in a pipeline. This is because only processes give the ability to specify owner and tenant contacts.

Here's a move out process with Frodo and Sam as the owners of this property.

Right now, the merge tag only contains the merge tag for an owner's first name, so it will pull the name of the owner listed first (which is Frodo in this case).

Here's what the merge tag in the template looks like:

Here's what the email looks like:

To pull both owner names into this email via a merge tag:

  1. Go to the template and add .all. between "owners" and "first" so that it's {{owners.all.first_name}}, then click Save.

  2. Go back to the process and refresh the page, then click on the email template again.

  3. Now both owner names display in the email thanks to the merge tag!

Go through the same steps to pull in multiple tenant first names by replacing the tenant first name merge tag {{tenant.first_name}} with {{tenant.all.first_name}}.

Pulling in Multiple Tenant's Information

If you have multiple tenants on a process and want to populate their information separately, like the use case in the screenshot below, add .1. to pull in the first tenant's information, .2. to pull in the second tenant's information, and so on. The merge tag will look like {{tenants.1.first_name}} or {{tenants.1.email}}.



If you have questions about this, reach out via the chat icon in the bottom righthand corner of your account or email support@leadsimple.com and we'll be happy to help you!

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