Merge Tags

Here are a list of merge tags you can use in your scripts and campaigns:

 

 

Tag	Description	Example
Lead Information
{{name}}	Lead's name	Stacey Whitman
{{first_name}}	Lead's first name	Stacey
{{property_address}}	Address inquired about (this will be empty if the address is not valid)	123 Elm St.
{{raw_address}}	Address inquired about (not filtered for validity)	Rolling Rock
{{mls}}	MLS # of the property	3YA484HDHDF
Account Information
{{concierge_name}}	Name of your concierge	Aiva
{{concierge_name_and_role}}	Name of your concierge and context about your team and company	Aiva from John Smith's team at eXp Realty
{{aiva_phone}}	User's Aiva phone number	212-555-1234
Agent Information
{{agent_name}}	Admin agent's full name	John Realtor
{{agent_first_name}}	Admin agent's first name	John
{{agent_calendar_link}}	Admin agent's calendar link	Alexander Munro, Realtor
Assigned Agent Information
{{assigned_agent_name}}	Full name of the assigned agent	Stacey Whitman
{{assigned_agent_first_name}}	First name of the assigned agent	Stacey
{{assigned_agent_calendar_link}}	Assigned agent's calendar link	agent2

 

 

 

What if the merge tag data is missing or empty?

To make your merge tags robust you have to account for the cases where the tag is empty or missing. For example, a lead may not have submitted a name, or the address may be missing, in that case, you can add a filter to a tag like this to use an alternate copy:

Hi {{first_name|ifmissing("there")}}

This message will become " Hi Sarah" if the lead's name is Sarah and " Hi there" if the lead is missing a name or did not provide one. You can customize the phrase " there" with anything else that may make sense in context.

Common Merge Tags

Here are some common tags that you can use in case the lead is missing certain key information:

Use the lead's first name, but if missing substitute with "there"

{{first_name|ifmissing("there")}}

Use the Property Address, but if missing use "a listing"

{{property_address|ifmissing("a listing")}}

Advanced Topic: Address Validation

Our system automatically tries to validate the address of the lead to make sure it's a real looking address such as 405 Whitman Rd. or 9484 35th St. This means that addresses that are just city names like Dallas or neighborhood names like East Village will not show up in the script since they are not considered valid.

If the customer want's us to always put the address in the script no matter what the data comes in as, use the {{raw_address}} merge tag. It doesn't pre-validate the address before being put into the script.

Advanced Topic: MLS Merge Tag

If a customer wants us to incorporate additional information from the lead email into the script such as the website the lead came in from or any other information, you can use the {{mls}} merge tag to satisfy that requirement. Just ask the customer to add a line like this to their lead emails (ideally coming in from Zapier) and the system will automatically pick up the information into the MLS merge tag:

MLS: First Time Home Buyer's List