Reserved merge tags are powerful tools for personalizing documents in ClientPoint, enabling dynamic data insertion to enhance communication and improve efficiency. By using these tags, users can effortlessly include Customer and Sales Representative information in their merge documents. Below is a breakdown of the types of reserved merge tags available and their applications.
1. Sales Rep Contact Merge Tags
These tags allow you to insert the Sales Representative's details into your documents. Use them to automatically populate fields like name, email, title, and more.
-
Key Tags:
- ^Rep_Name^: Sales Rep’s full name.
- ^Rep_Email^: Email address of the Sales Rep.
- ^Rep_Title^: Job title of the Sales Rep.
- ^Rep_Phone^, ^Rep_Cell^, ^Rep_Fax^: Various contact numbers.
- ^Rep_Website^: Sales Rep's website link.
-
Custom Fields:
- ^rep_custom1^, ^rep_custom2^, ^rep_custom3^: Custom fields to store unique information like license numbers or certifications.
2. Info Page Merge Tags
These tags dynamically pull information from the Info Page, making it easy to include Client or Project-specific details in your documents.
-
Key Tags:
- ^Proposal_Id^: Unique six-digit identifier for each ClientPoint.
- ^Client^: Client's name.
- ^Revenue^, ^Division^, ^Service^, ^Region^: Relevant business metrics or classifications.
- ^Date^: Current date for document creation.
3. Primary Contact Merge Tags
These tags focus on including details about the Primary Contact, such as their name, email, and address. Ideal for correspondence or proposals tailored to specific recipients.
-
Key Tags:
- ^Contact_First_Name^, ^Contact_Last_Name^, ^Contact_Full_Name^: Personalize with the contact's name.
- ^Contact_Email^, ^Contact_Phone^, ^Contact_Mobile^: Essential contact details.
- ^Contact_Address^: Combination of street, city, state, and zip.
- ^Contact_City^, ^Contact_State^, ^Contact_Zip^: Individual address components.
Applications of Merge Tags
- Personalized Proposals: Insert client names, dates, and project details for tailored messaging.
- Internal Documents: Use Sales Rep tags to populate employee-specific information automatically.
- Communication: Save time by auto-filling recipient contact details in emails or letters.
Conclusion
Reserved merge tags are essential for streamlining document personalization in ClientPoint. By leveraging these predefined tags, users can improve the relevance and professionalism of their documents while reducing manual input errors. For additional support, contact support@clientpoint.net.
This functionality highlights ClientPoint's commitment to efficiency and user experience, making it an indispensable tool for dynamic document generation.