Contact Module
Contact (Record Owner)
If you're sending a bulk merge to a multiple contacts that are owned by different agents, these merge tags will help refer to the owning agent:
Contact record owner [Email address] - {{contact_record_owner:email}}
Contact record owner [First name] - {{contact_record_owner:first_name}}
Contact record owner [Full Name] - {{contact_record_owner:full_name}} - most popular
Contact record owner [Last name] - {{contact_record_owner:last_name}}
*Contact record owner [Mobile number] - {{contact_record_owner:mobile}} - most popular
*Contact record owner [Phone number] - {{contact_record_owner:phone}}
*Contact record owner [Position] - {{contact_record_owner:position}}
*These merge tags pull from the Rex user's profile. If you do not have a mobile number, phone number or position entered in against your user, the merge tags will appear empty.
Contact Details
These are the most popular merge tags as they address the Contact. Because you can have multiple names as well as two people on one Contact Record, there is a long list of merge tags that are just related to the contact's name. You can also include details like phone number and email address if needed.
Please note: you do not need to fill in Salutation, Legal and Addressee.
Below is an example Contact Record:
Here are how our Contact merge tags would pull across:
Contact [Addressee Name] - {{contact:name_addressee}}
Contact [Addressees (Mr B Thomas / JJ Adams Pty Ltd)] - {{contact:name_addressees}}
Contact [An address block that combines addressees with the postal address] - {{contact:address_block}}
Contact [Contact's address] - {{contact:address}}
Contact [Contact's postal address] - {{contact:postal_address}}
Contact [Formal names (Mr Bill Thomas / JJ Adams Pty Ltd)] - {{contact:name_formal}}
Contact [Last names (Thomas / JJ Adams Pty Ltd)] - {{contact:name_last}}
Contact [Legal Name] - {{contact:name_legal}}
Contact [Name #1 on Contact - Full name (Bill Thomas)] - {{contact:name_1_full}}
Contact [Name #2 on Contact - Full name (Mary Thomas)] - {{contact:name_2_full}}
Contact [Salutation Name] - {{contact:name_salutation}}
Contact [Salutation names (Bill / JJ Adams Pty Ltd)] - {{contact:name_first}} - most popular
Contact [Title (Mr)] - {{contact:name_title}}
Contact [Fax number] - {{contact:fax}}
Contact [Primary email address] - {{contact:email}}
Contact [Primary phone] - {{contact:phone}}
Contact [Primary sms] - {{contact:sms}}