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.

Also, in order to access contact role merge tags like {{owners.first_name}} and {{tenant.first_name}} on SMS or email templates in processes, you'll need to add contact roles to your process if you haven't already done so (see these videos for more information). Once you have these contact roles set up, read on!

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:

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}}.

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!