Adding Dynamic Content to an Email [Website Builder] Follow
Personalizing your email communications can help you operate your business at scale while demonstrating your personal connection. Use our dynamic content options to pull relevant, personal information from the Lead, Contact or Agent's record directly to your emails.
1. Open the Email Content you wish to personalize, either by going to Marketing > Email Content (to create something for future use) or Marketing > Campaign > New Campaign (to edit existing Email Content to use in a scheduled send)
2. When you're managing the content for your email, click on any available
3. At the left side, you'll see the content as you'd like to edit it and there is a drop-down that will allow you to "Insert User Info." This is where you make your Dynamic Content selections.
Available Dynamic Content
Recipient Fields
The following are Dynamic Content fields that will pull in relevant information about the Email Recipient based on information on their Lead, Contact or Agent record.
| Field Name | Definition |
| {{user.email}} | Recipient's email address |
| {{user.first_name}} | Recipient's first name |
| {{user.last_name}} | Recipient's last name |
| {{user.full_name}} | Combined Recipient's first and last names |
| {{user.agent.first_name}} | First name of the recipient's assigned Agent |
| {{user.agent.last_name}} | Last name of the recipient's assigned Agent |
| {{user.agent.full_name}} | Combined first and last name of the recipient's assigned Agent |
Agent Fields
The following are Dynamic Content fields that will pull in relevant information about the Agent to whom the Email Recipient is assigned. These fields pull from information defined on the Agent Profile.
| Field Name | Definition |
| {{user.agent.first_name}} | First name of the recipient's assigned Agent |
| {{user.agent.last_name}} | Last name of the recipient's assigned Agent |
| {{user.agent.full_name}} | Combined first and last name of the recipient's assigned Agent |
| {{user.agent.email}} | Email address of the recipient's assigned Agent |
| {{user.agent.office_phone}} | Office phone number of the recipient's assigned Agent |
| {{user.agent.cell_phone}} | Cell phone number of the recipient's assigned Agent |
| {{user.agent.fax}} | Fax number of the recipient's assigned Agent |
| {{user.agent.address1}} | Address of the recipient's assigned Agent |
| {{user.agent.address2}} | Address #2 of the recipient's assigned Agent (defined on Agent profile) |
| {{user.agent.city}} | City name of the recipient's assigned Agent (defined on Agent profile) |
| {{user.agent.state}} | State of the recipient's assigned Agent (defined on Agent profile) |
| {{user.agent.zipcode}} | Zip code of the recipient's assigned Agent (defined on Agent profile) |
| {{user.agent.full_address}} |
Combined full address of the recipient's assigned Agent, including street address, city, state, and zip code. |
| {{user.agent.website}} |
Website address of the recipient's assigned Agent |
| {{user.agent.photo.url}} |
Photo of the recipient's assigned Agent. This |
| {{user.agent.list_photo.url}} |
Photo of the recipient's assigned Agent. This |
| {{user.agent.license_number}} | License number of the recipient's assigned Agent |
| {{user.agent.job_title}} | Job title of the recipient's assigned Agent |
| {{user.agent.professional_title}} | Professional title of the recipient's assigned Agent |
Sender Information
The following are Dynamic Content fields that will pull in relevant information about the Sender of the email. These fields are helpful when the email sender is different from the assigned Agent, such as when a brokerage is sending out a newsletter on behalf of the company. These fields pull from information defined on the Company, Agent or Employee Profile.
| Field Name | Definition |
| {{sender.email}} | Sender's email address |
| {{sender.first_name}} | Sender's first name |
| {{sender.last_name}} | Sender's last name |
| {{sender.full_name}} | Combined Sender's first and last names |
Company Information
The following are Dynamic Content fields that will pull in relevant information about the Company associated with the email. This information pulls from the Company Info located under Settings > Company > Company Info.
| Field Name | Definition |
| {{company.name}} | The name of the real estate company sending the email |
| {{company.url}} | Website address of the real estate company sending the email |
Date and Time Fields
The following are Dynamic Content fields that will allow you to customize your emails by automatically including current date or time information when the email is sent. This is especially useful for building reusable Email Content that should appear up-to-date or fresh for users.
| Field Name | Definition |
| {{current_day}} | Today's date |
| {{current_day_of_week_name}} | Today's day of the week (Monday, Tuesday, etc.). |
| {{current_day_of_week_name_abbr}} | Today's day of the week in standard abbreviation format. (Mon, Tue, etc.) |
| {{current_month_name}} | The month in which today's date falls, written out (January, February, etc.) |
| {{current_month_name_abbr}} | The month in which today's date falls, in standard abbreviation format (Jan, Feb, etc.) |
| {{current_month_number}} | The month in which today's date falls, represented in numerical format (1 = January; 12 = December) |
| {{current_year}} | The year in which today's date falls, written out as four digits (2019) |