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RealtyJuggler Mail Merge Variables
RealtyJuggler uses mail merge variables to fill in names and other templates. These variables are converted before the letter is sent or printed and this allows you to create templates that can be used again and again, with signatures, salutations and other particulars. These variables can be used in either the subject or body of the template.
These variables are case senstitive.
Below is a list of the variables that are available:
- %AcceptanceDate% - Acceptance (Ratified) date for a Buyer, Seller or Closing record
- %AgentEmail% - Your Email address from the Account link in the upper-right corner of the screen. Will use BuyerAgent/ListingAgent party if available.
- %AgentFirstName% - your first name from the Account link in the upper-right corner of the screen. Will use BuyerAgent/ListingAgent party if available.
- %AgentLastName% - your last name from the Account link in the upper-right corner of the screen. Will use BuyerAgent/ListingAgent party if available.
- %AgentCompany% - Your company name from the Account link in the upper-right corner of the screen. Will use BuyerAgent/ListingAgent party if available.
- %AgentPhone% - Your phone number from the Account link in the upper-right corner of the screen. Will use BuyerAgent/ListingAgent party if available.
- %AgentShowingFeedbackURL% - Link to a form for agent who has seen your listing to provide feedback
- %AgentShowingFeedbackURL_sp% - link to the Spanish version of the agent feedback request form.
- %AgentWebSite% - Your web site from the Account link in the upper-right corner of the screen. Will use BuyerAgent/ListingAgent party if available.
- %AgentLicenseNumber% - Your real estate license number from the Account link in the upper-right corner of the screen
- %Attachment1%..%Attachment4% - Include a file attachment. Located within the "Notes & Files" tab deal record.
- %ClientCompany% - the Company of your client
- %AllContigenciesMetDate% - Date that all Closing contingencies have been met
- %ClientCustom1%, %ClientCustom2%, %ClientCustom3%, %ClientCustom4% - Custom fields for your client.
- %ClientEmail% - The first Email address for your client
- %ClientFaxPhone% - The first fax phone number for your client
- %ClientHomePhone% - The first home phone number for your client
- %ClientFirstName% - the first name of your client
- %ClientLastName% - the name name of your client
- %ClientMailingAddress% - the mailing address of your client.
- %ClientMailingAddressComplete% - the mailing address of your client including city, state and postal code
- %ClientMobilePhone% - The first mobile phone number for your client
- %ClientReferralSource% - The referral source for your client. For Contact, it is the 'Referred By' field.
- %ClientSourceInfo% - The referral source for your client. Contact records do not have this variable.
- %ClientSalutation% - Salutation for your client. Useful when sending letters to someone other than your client and you want to refer to your client by name.
- %ClientWorkPhone% - The first work phone number for your client
- %CloseDate% - Close date for a Closing record. For Contact record, Closing Anniversary Annual Date.
- %CloseSalePrice% - Sale price in Closing record
- %ContactHomeAddress% - The home address of the Contact record. Only available to a Contact record.
- %ContactSpecialDate1% - first Special date, such as a Birthday in a Contact record
- %ContactSpecialDate2% - second Special date, such as an Anniversary in a Contact record.
- %ContactWorkAddress% - The work address of the Contact record. Only available to a Contact record
- %ContactOtherAddress% - The other address of the Contact record. Only available to a Contact record
- %Company% - the Company of the person you are sending the letter to
- %Custom1%, %Custom2%, %Custom3%, %Custom4% - Custom fields for person you are sending the letter to. These fields match up with the 4 User fields that are available in a contact record as well as in the Party record. You can load these fields with whatever information you like and name the fields whatever you like. These fields are also available for your client in any of the deal records (Prospect, Buyer, Seller, Closing). In the case of the deal records, you can see and edit these values by clicking on detailed Party view from the Parties tab.
- %Email% - The first Email address for the person you are sending the letter to
- %FaxPhone% - The first fax phone number for the person you are sending the letter to
- %FirstName% - the first name of the person you are sending the letter to
- %GoogleDriveURL% - You can specify the Google Drive URL as a link.
- %GlobalVariable1% - You can specify a global mail merge variable for your own use. Set the value by going to Main:Settings:Preferences and clicking on the Mail tab at the top of the screen.
- %GlobalVariable2% - You can specify a global mail merge variable for your own use. Set the value by going to Main:Settings:Preferences and clicking on the Mail tab at the top of the screen.
- %HomeAddress% - The address of the property you are discussing - Property Address for Prospect, Buyer, Seller, Closing and rental records. HomeAddress for contact records.
- %HomeAddressComplete% - The full address of the property you are discussing, including city state and postal code
- %HomePhone% - The first home phone number for the person you are sending the letter to
- %HomePhoto% - Include a photo of the home. Located within the "Notes & Files" tab of the Listing or Closing record. For best results, when you upload the photo into RealtyJuggler, select "Resize Image To: Maximum 300px"
- %CreatedDate% - Date that you first contacted your Prospect.
- %LastContactDate% - Date that you have last contacted your client. For Prospect, Buyer and Seller records, this is visible in the General section and in the Parties section. For Closing, it is available in the Parties section inside of your client's Party information
- %LastName% - the last name of the person you are sending the letter to
- %LeaseEndDate% - Date the lease ends for a Closing or rental record
- %LeaseStartDate% - Date the lease starts for a Closing or Rental record
- %ListingAgreementStartDate% - the date the listing agreement starts for a Seller or Closing Record. Value is located both in the Documents section and General section of the record
- %ListingAgreementExpireDate% - the date the listing agreement expires for a Seller or Closing Record. Value is located both in the Documents section and General section of the record
- %MailingAddress% - the mailing address of the person to whom you are sending the letter.
- %MailingAddressComplete% - the mailing address of the person to whom you are sending the letter including city, state and postal code
- %MarketArea% - You can specify the geographic area that you serve using this variable. Set the value by going to Main:Settings:Preferences and clicking on the Mail tab at the top of the screen.
- %MLSID% - MLS ID for the Prospect, Seller or Closing record.
- %MobilePhone% - The first mobile phone number for the person you are sending the letter to
- %OfferAddress% - Address of an offer.
- %OfferAddressComplete% - Complete Address of an offer.
- %OfferDate% - Date that an offer was made.
- %OfferMLSID% - MLS ID of an offer.
- %OfferNotes% - Notes of an offer.
- %Photo1%, %Photo2% - Include a photo from the "Notes & Files" tab of the deal record.
- %PossessionDate% - Possession date for a Closing record
- %ProjectedCloseDate% - Projected Close date for a Buyer or Seller record
- %RentalMoveOutDate% - Tenant Move Out date for Rental record
- %RentalMoveInDate% - Tenant Move In date for a Rental record
- %Salutation% - the combined first name and spouse first name of the person you are sending the letter to. Can be personalized by going to the Address section of the Contact record and modifying the Salutation field.
- %SellerAskPrice% - Ask price in Seller record
- %SellerShowingURL% - Link to a form for your seller to fill in agent showing contact information
- %SellerShowingURL_sp% - Link to the Spanish version of the agent showing contact information.
- %SellerMortgagePayoffAmount% - The payoff Amount for the Seller's Mortgage. This is available from the Parties tab, by entering the information into the 'Seller Mortgage' party.
- %SellerMortgageCompany% - The name of the company that holds the Seller's Mortgage. This is available from the Parties tab, by entering the information into the 'Seller Mortgage' party.
- %SellerMortgageID% - The ID number of the Seller's Mortgage. This is available from the Parties tab, by entering the information into the 'Seller Mortgage' party.
- %SellerLoan2PayoffAmount% - The payoff Amount for the Seller's second Loan. This is available from the Parties tab, by entering the information into the 'Second Seller Loan' party.
- %SellerLoan2Company% - The name of the company that holds the Seller's second loan. This is available from the Parties tab, by entering the information into the 'Second Seller Loan' party.
- %SellerLoan2ID% - The ID number of the Seller's second loan. This is available from the Parties tab, by entering the information into the 'Second Seller Loan' party.
- %SellerLoan3PayoffAmount% - The payoff Amount for the Seller's third Loan. This is available from the Parties tab, by entering the information into the 'Third Seller Loan' party.
- %SellerLoan3Company% - The name of the company that holds the Seller's third loan. This is available from the Parties tab, by entering the information into the 'Third Seller Loan' party.
- %SellerLoan3ID% - The ID number of the Seller's third loan. This is available from the Parties tab, by entering the information into the 'Third Seller Loan' party.
- %ServiceReportURL% - A web link to the service report for the Buyer, Seller or Closing records. Perfect for allowing Sellers to see Showing Feedback.
- %ShowingDate% - Date of a showing.
- %ShowingAddress% - Address of a showing.
- %ShowingAddressComplete% - Complete Address of a showing.
- %ShowingInstructions% - Showing Instructions text field that is displayed on Main:Listings:Showings.
- %ShowingMLSID% - MLS ID of a showing.
- %ShowingNotes% - Notes of a showing.
- %Signature% - goes at end of letter and is typically your name, company name and phone number
- %Signature2% - an alternate signature. Can be used for an assistant or if you would like to use one signature for emails and a second for printed letters.
- %SpouseName% - name of the spouse.
- %WalkThruDate% - Walk-Thru date scheduled for a Rental or Closing record
- %WebLink1%..%WebLink9% - WebLink link
- %WorkPhone% - The first work phone number for the person you are sending the letter to