Merge codes are special codes that can be inserted into a document. Each merge code represents a piece of information that the program will retrieve from your database of contacts or user information when you perform a mail out or print correspondence for a contact.
This retrieval of information happens when the document is merged with a contact from your database (for example, when you print a flyer for a contact). If you print only the template outside of a mailing (i.e. without selecting any contacts), naturally no information will appear, as none can be found.
The merge codes can be both text and graphic items. Place the merge code at the spot in your correspondence where you want the information to appear when merged.
Merge codes are easily recognizable in your templates as yellow boxes containing the name of the merge code.
Examples:
You can insert the Agent.photo
picture merge code into a letter template. This will ensure that the agent
photograph, loaded in Agent
setup,
will appear on all letters which contain the merge code. The merge code
is linked to Agent setup, so if you replace the agent photo with a more
current one, the change will be reflected in the letter (i.e.: the current
photo will be used).
When you create a flyer, the chosen selected template is merged with the selected property information. You can insert the Property.address text merge code into a flyer template, so that when you print out a flyer for selected properties, the addresses of the selected properties will be printed in place of the merge code. You could also insert the Property.view_front picture merge code so that the selected front picture of the properties will appear on the flyers you print.
Assistant merge codes
Assistant merge codes begin with "Assist_" followed by the assistant's merge code, usually their username. For example, "Assist_Johnsmith.mobile_phone".