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How do I use a merge tag to pull in all owner or tenant information?
How do I use a merge tag to pull in all owner or tenant information?

Have multiple owners or tenants for a property and want to use a merge tag to pull all names into an email? This article will show you how!

Shannon avatar
Written by Shannon
Updated over a week ago

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:

  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 {{}}.

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

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