Call us on 1800 432 742 or email help@iproperty.com.au
Blog | Products & Tools
Help Centre
Follow

The Different Types of Mail Merge Fields

There are many different types of merge fields available to use in iDashboard. With over 100+ different fields it is easy to get confused with what merge field should be used.

This article will cover the different types of merge fields available in iDashboard and when they should be used.

A list of all available Merge Fields can be located by going to Admin & Account Settings > Library > Mail Merge Fields. Or alternatively all Mail Merge fields can be located in the following articles.

 

Date & Time Mail Merge Fields

The list of Date & Time Mail Merge fields will allow you to automatically generate the current Date and/or Time on a document generate from iDashboard.

There are currently 21 Mail Merge fields for displaying the Date and Time on your documents. Some of these will display both the Date and Time for you, whilst others will allow you to customise how you want the Date and Time displayed in your document.

The Date & Time Mail Merge Fields can be used in any document at any time.

For Example, if you would like to display the current date in your merged document you would use the following merge field:

{{ now.date_au }}

The generated Date from using this field would be in the standard date format of dd/mm/yyyy.

If you would also like to display the time that your document was generated from iDashboard you would use this merge field:

{{ now.time }}

This would output the time as 12 Hour Time in the standard hh:mm AM/PM format.

iDashboard also gives you the opportunity to customise how the Date and/or Time is displayed in your document.

{{ now.day_00 }}, {{ now.month_name }} {{ now.year }}

Using the above merge fields will display as the following example:

23, February 2016

 

Property Mail Merge Fields

iDashboard has an enormous list of Property Mail Merge Fields which allow you to generate Mail Merge Documents throughout every stage of your listing.

Property Mail Merge Fields can only be used when generating a document that is intended to display Property information.

The list of Property Mail Merge fields is continuously growing, and is broken up into different aspects of your listing.

Below are the sets of Merge Fields available for Property Listings.

  • General Property Fields
  • Address Fields
  • Price Fields
  • Appraising Agent Fields
  • Listing Agent Fields
  • Contact Agent Fields
  • Appraisal Date Fields
  • Inspection Date and Time Fields
  • Auction Date and Time Fields
  • Exchange Date Fields
  • Sold Date Fields
  • Settlement Date Fields
  • Vendor & Vendor Solicitor Fields
  • Purchaser & Purchaser Solicitor Fields

General Property Fields: General Property Fields include displaying Bed, Bath and Car Totals; as well as displaying Special Conditions, Inlcusions, Title Particulars etc.


Address Fields: Address Fields allow you to display the full address of the property, or alternatively choose how you would like to have the address displayed in your documents.


Price Fields: Price Fields display the Appraisal Price, Advertised Price, Contract Price or Selling Fee for a property.


Appraising Agent Fields: Appraising Agent Fields can be used to display the Name, Address and Contact details for the Appraising Agent of a property. 


Listing Agent Fields: Listing Agent Fields can be used to display the Name, Address and Contact details for the Listing Agent of a property.


Contact Agent Fields: Contact Agent Fields can be used to display the Name, Address and Contact details for the Contact Agent of a property. If the Contact Agent is set to display the Listing Agents, the first listing agents details will be generated.


Appraisal Date Fields: Appraisal Date Fields can be used to display the Appraisal Date for a property. As per the Date and Time fields you are able to customise how the date is displayed in your Mail Merge Document.


Inspection Date and Time Fields: Inspection Date and Time Fields can be used to display the next upcoming open home, or the most recent open home. As per the Date and Time fields you are able to customise how the date and time of your open homes are displayed.


Auction Date and Time Fields: Auction Date and Time Fields can be used to display the Auction Date and/or Time for a property. As per the Date and Time fields you are able to customise how the date and time is displayed in your Mail Merge Document.


Exchange Date Fields: Exchange Date Fields can be used to display the Exchange Date for a property. As per the Date and Time fields you are able to customise how the date is displayed in your Mail Merge Document. NOTE: These fields will only work for properties with a status of Under Contract and above.


Sold Date Fields: Sold Date Fields can be used to display the Sold Date for a property. As per the Date and Time fields you are able to customise how the date is displayed in your Mail Merge Document. NOTE: These fields will only work for properties with a status of Sold and above, or with properties Under Contract which have a future sold date entered.


Settlement Date Fields: Settlement Date Fields can be used to display the Settlement Date for a property. As per the Date and Time fields you are able to customise how the date is displayed in your Mail Merge Document. NOTE: These fields will only work for properties with a status of Settled and above, or with properties that have a status of Under Contract and above with a future Settlement Date entered.


Vendor & Vendor Solicitor Fields: Vendor & Vendor Solicitor Fields can be used to display the Name, Address and Contact details for the Vendor or Vendor Solicitor of a property. NOTE: These fields will only work if a Vendor and/or Vendor Solicitor has been added a contact to the property. To learn how to add contacts to a property you can view this article.


Purchaser & Purchaser Solicitor Fields: Purchaser & Purchaser Solicitor Fields can be used to display the Name, Address and Contact details for the Purchaser or Purchaser Solicitor of a property. NOTE: These fields will only work if a Purchaser and/or Purchaser Solicitor has been added a contact to the property. To learn how to add contacts to a property you can view this article.

 

Contact Mail Merge Fields

Contact Mail Merge Fields can be utilised when you are wanting to generate certain information about a Contact in your Mail Merge Document.

This can range from merging a contacts name and address, to merging a contacts phone numbers and partners details.

NOTE: If the Mail Merge Document is being generated for a Contact you can also use Contact Owner merge fields to generate information about the Agent that is set as the owner of the contact.

If John Smith was the owning agent for a contact that a Mail Merge Document was being generated from, Contact Owner fields can be used to get merge information about John into the document.

Using the above as a scenario; using the below field would generate the full name of the Owning Agent, which in this case would be John Smith.

{{ contact.owner_name }}

 

Sender/Employee Mail Merge Fields

When generating a Mail Merge Document in iDashboard you will always be asked two things. To choose the Property or Contact to merge with the Mail Merge Document, and who the Sender is for the document.

The Sender Mail Merge Fields allow you to merge information about the chosen Sender of your Document. This can allow you to make standard Signatures of Letters and Emails using Mail Merge fields.

For Example, to generate the full name for the chosen Sender of the Mail Merge the below field would be used.

{{ sender.name }}

 

Agency Merge Fields

Agency Merge Fields can be used to merge specific information about your Agency in to your Mail Merge Documents.

Fields range from merging the agency name, address and contact details; to merging your Agencies website URL and social media URL's

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Powered by Zendesk