This article is a primer on BrokerEngine merge fields. By the end of this article, you'll know what merge fields look like, how they work, and why they are such a powerful part of template messages.
Contents
Prerequisites
None.
About merge fields
When you send a message using a template with merge fields, BrokerEngine pulls information from configuration settings, contact information, or a card to fill in the field information. BrokerEngine uses merge fields in:
Email templates that you can use for automated workflows and sending emails through BrokerEngine.
FinanceVault message templates.
Understanding merge field format
Merge fields have a field name surrounded by double curly brackets. When BrokerEngine encounters double curly brackets in a template, it replaces the field name inside the brackets with the appropriate information.
For example, if you use this text in an email:
{{ salutation }} {{ nicknames }},
It was great to meet with you and get some more information about what you're looking for in a loan. Here's your funding position:
{{ funding_position.funding_position_1.funding_table }}
I've attached a product comparison of the 3 products we discussed that I think will best suit your needs.
Kind regards,
{{ broker.signature }}
BrokerEngine sends an email that looks like this:
Reviewing common fields
The table below shows the most common merge fields
Field label | Merge field | Explanation |
Applicant Preferred Name(s) | {{ nicknames }} | Name you'd typically use to greet the person in person. |
Broker's Default Email Salutation | {{ salutation }} | The standard greeting in emails. |
Broker > Signature | {{ broker.email_signature }} | Block of text and images displayed underneath the main body of your email. |
Brand > Logo | {{ broker.brand.logo }} | Your brand's logo. |
Group > Name | {{ broker.group.name }} |
|
Brand > Name | {{ broker.brand.name }} | Your brand's name. |
Brand > Online Calendar URL | {{broker.brand.online_calendar_url}} | A link to your online calendar, typically to book appointments. |
Broker > Facebook Review Link | {{ broker.facebook_review_link }} | A link that clients can use to leave a review on your business's Facebook page. |
Broker > Website Review Link | {{ broker.website_review_link }} | A link that clients use to leave a review on a website. This could be yours or a third-party site like ProductReview. |
Broker > Google Review Link | {{ broker.google_review_link }} | A link that clients use to leave a Google review of your business. |