Merge Tags for Scripts
Here is a list of merge tags you can use in your scripts and follow up actions:
| Tag | Description | Example |
| {{first_name}} | Lead's First Name | Stacey |
| {{name}} | Lead's Full Name | Stacey Whitman |
| {{email}} | Lead's Email Address | stacey@domain.com |
| {{phone}} | Lead's Phone Number | (646) 555-5555 |
| {{property_address}} | Lead's Property Address in Inquiry | 123 Elm St. |
| {{comment}} | Lead's Comment | I'd like to view the house at 123 Elm St |
| {{source}} | Lead Source | zillow.com |
| {{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}} | Your Aiva virtual phone number | 212-555-1234 |
| {{agent_name}} | Full name of the account owner | John Broker |
| {{assigned_agent_name}} | Full name of the assigned agent | Rebecca Agent |
| {{agent_first_name}} | First name of the account owner | John |
| {{assigned_agent_first_name}} | First name of the assigned agent | Rebecca |
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")}}