Here’s an explanation for each of the merge tags, including the general branch-level ones and the CSR and Producer-specific tags:
General Branch Merge Tags
{|branch:|phone|}: Retrieves the phone number associated with the branch (if available).{|branch:|website|}: Retrieves the website URL of the branch.{|branch:|address|}: Retrieves the physical address of the branch.
CSR Merge Tags
Contact Level CSR Merge Tags:
These tags retrieve the CSR (Customer Service Representative) details from the client level.
{|branch:client|csr_email|}: Retrieves the email address of the CSR for this client.{|branch:client|csr_name|}: Retrieves the full name of the CSR for this client.{|branch:client|csr_title|}: Retrieves the title of the CSR (e.g., Mr., Mrs., Dr.).{|branch:client|csr_ext|}: Retrieves the extension number of the CSR’s phone.{|branch:client|csr_phone|}: Retrieves the phone number of the CSR.{|branch:client|csr_ext2|}: Retrieves an alternative extension number for the CSR.{|branch:client|csr_phone2|}: Retrieves an alternative phone number for the CSR.{|branch:client|csr_signature_image|}: Retrieves the image of the CSR’s signature (if available).{|branch:client|csr_address|}: Retrieves the address associated with the CSR’s office.{|branch:client|csr_city|}: Retrieves the city where the CSR is located.{|branch:client|csr_zip|}: Retrieves the ZIP code for the CSR’s office.{|branch:client|csr_province|}: Retrieves the province or state where the CSR is located.{|branch:client|csr_custom1|}: Retrieves custom field 1 associated with the CSR (if available).{|branch:client|csr_custom2|}: Retrieves custom field 2 associated with the CSR (if available).
Policy Level CSR Merge Tags:
These tags retrieve the CSR details at the policy level.
{|branch:policy|csr_email|}: Retrieves the email address of the CSR for this policy.{|branch:policy|csr_name|}: Retrieves the full name of the CSR for this policy.{|branch:policy|csr_title|}: Retrieves the title of the CSR for this policy.{|branch:policy|csr_ext|}: Retrieves the extension number of the CSR’s phone for this policy.{|branch:policy|csr_phone|}: Retrieves the phone number of the CSR for this policy.{|branch:policy|csr_ext2|}: Retrieves an alternative extension number for the CSR for this policy.{|branch:policy|csr_phone2|}: Retrieves an alternative phone number for the CSR for this policy.{|branch:policy|csr_signature_image|}: Retrieves the signature image of the CSR for this policy.{|branch:policy|csr_address|}: Retrieves the address associated with the CSR’s office for this policy.{|branch:policy|csr_city|}: Retrieves the city where the CSR is located for this policy.{|branch:policy|csr_zip|}: Retrieves the ZIP code for the CSR’s office for this policy.{|branch:policy|csr_province|}: Retrieves the province or state where the CSR is located for this policy.{|branch:policy|csr_custom1|}: Retrieves custom field 1 associated with the CSR for this policy.{|branch:policy|csr_custom2|}: Retrieves custom field 2 associated with the CSR for this policy.
Producer (PRD) Merge Tags
Contact Level Producer Merge Tags:
These tags retrieve the Producer (or agent) details from the client level.
{|branch:client|prd_email|}: Retrieves the email address of the producer for this client.{|branch:client|prd_name|}: Retrieves the full name of the producer for this client.{|branch:client|prd_title|}: Retrieves the title of the producer for this client.{|branch:client|prd_ext|}: Retrieves the extension number of the producer’s phone.{|branch:client|prd_phone|}: Retrieves the phone number of the producer.{|branch:client|prd_ext2|}: Retrieves an alternative extension number for the producer.{|branch:client|prd_phone2|}: Retrieves an alternative phone number for the producer.{|branch:client|prd_signature_image|}: Retrieves the image of the producer’s signature (if available).{|branch:client|prd_address|}: Retrieves the address associated with the producer’s office.{|branch:client|prd_city|}: Retrieves the city where the producer is located.{|branch:client|prd_zip|}: Retrieves the ZIP code for the producer’s office.{|branch:client|prd_province|}: Retrieves the province or state where the producer is located.{|branch:client|prd_custom1|}: Retrieves custom field 1 associated with the producer (if available).{|branch:client|prd_custom2|}: Retrieves custom field 2 associated with the producer (if available).
Policy Level Producer Merge Tags:
These tags retrieve the producer details at the policy level.
{|branch:policy|prd_email|}: Retrieves the email address of the producer for this policy.{|branch:policy|prd_name|}: Retrieves the full name of the producer for this policy.{|branch:policy|prd_title|}: Retrieves the title of the producer for this policy.{|branch:policy|prd_ext|}: Retrieves the extension number of the producer’s phone for this policy.{|branch:policy|prd_phone|}: Retrieves the phone number of the producer for this policy.{|branch:policy|prd_ext2|}: Retrieves an alternative extension number for the producer for this policy.{|branch:policy|prd_phone2|}: Retrieves an alternative phone number for the producer for this policy.{|branch:policy|prd_signature_image|}: Retrieves the signature image of the producer for this policy.{|branch:policy|prd_address|}: Retrieves the address associated with the producer’s office for this policy.{|branch:policy|prd_city|}: Retrieves the city where the producer is located for this policy.{|branch:policy|prd_zip|}: Retrieves the ZIP code for the producer’s office for this policy.{|branch:policy|prd_province|}: Retrieves the province or state where the producer is located for this policy.{|branch:policy|prd_custom1|}: Retrieves custom field 1 associated with the producer for this policy.{|branch:policy|prd_custom2|}: Retrieves custom field 2 associated with the producer for this policy.
These explanations cover how each merge tag pulls the relevant information based on the client or policy-level data, including CSR and Producer details, as well as branch-level information like phone, website, and address.