Adding merge codes to an email template

In each email template, merge codes can be added to personalise it so when it's produced, details like a contact's name, a property address, or your branch phone number, fill in automatically when the email is sent, all without you having to retype them every time.

For more information on how to create and/or edit an email template itself, see Creating and editing Email Templates and Getting started with Email Templates. For how to send a template, see Sending a Templated Email.

What are merge codes?

Merge codes are placeholders enclosed in hash symbols, for example #contact_salutation# or #branch_name#. When the email is sent, Alto replaces each merge code with the matching information from the record - such as the recipient contact or a linked property.

Adding merge codes

1. Click Tools (the cog) on the main navigation bar
2. In the dropdown menu, click Templates and admin
3. On the side menu, under App Tools, click Email Templates 
4. Click the Email Template you want to edit
5. The Email Template opens. Position your cursor in the area of your email template where you’d like the merge code to appear. Either click Merge codes on the toolbar, or, press # on your keyboard
6. The merge code search box opens. Start typing the name of the merge code until the correct code appears (A description identifying more details of each merge code appears with each code)
   For a complete list of merge codes for email templates, click here
7. Click on your required merge code. It will now appear in the position of your cursor on the template
8. Click Save

• Related Help Centre articles that you may find useful.

  List of standard letter templates

  List of merge codes for letter templates

  Adding merge codes to a letter template

  List of merge codes for email templates

  Sending a Templated Email

  Sending an email to all landlords and tenants

  Sending an email to a group of contacts