Overview
Snippets and Merge Tags are field names that pull information directly from Sales Records (e.g., first name, carrier, product, renewal date) into your emails and SMS text messages.
Snippets pull information into text messages and text templates while Merge Tags pull information into emails and email templates.
You can add Snippets and Merge Tags to direct emails and texts, as well as email and text templates.
Example of Merge Tags in an email template:
Example of Snippets in a text template:
IN THIS ARTICLE
List of Snippets
You can add Snippets to SMS texts and SMS text templates to customize your messages with data from Sales Records.
| Snippet | Field | Source |
|---|---|---|
| #NAME# | Record Name | Sales Record > Details |
| #FIRSTNAME# | Record First Name | Sales Record > Details |
| #LASTNAME# | Record Last Name | Sales Record > Details |
| #NICKNAME# | Record Nickname | Sales Record > Details |
| #TITLE# | Record Title | Sales Record > Details |
| #ADDRESS# | Record Address | Sales Record > Details |
| #CITY# | Record City | Sales Record > Details |
| #COUNTY# | Record County Name | Sales Record > Details |
| #STATE# | Record State | Sales Record > Details |
| #ZIP# | Record Zip | Sales Record > Details |
| #PHONE# | Record Phone | Sales Record > Details |
| #CELLPHONE# | Record Cell Phone | Sales Record > Details |
| #TEMPERATURE# | Record Temperature | Sales Record > Details |
| #DOB# | Record Date of Birth | Sales Record > Details |
| #AGE# | Record Age | Sales Record > Details |
| #GENDER# | Record Gender | Sales Record > Details > Personal |
| #HEIGHT# | Record Height | Sales Record > Details > Personal |
| #WEIGHT# | Record Weight | Sales Record > Details > Personal |
| #SMOKER_STATUS# | Record Smoker Status | Sales Record > Details |
| #CREATEDAT# | Creation Date/Time of Record | Sales Record > Details |
| #EMAIL# | Email Address | Sales Record > Details |
| #SECONDARY_EMAIL# | Secondary Email Address | Sales Record > Details |
| #STATUS# | Status | Sales Record > Details |
| #LEAD_SOURCE# | Lead Source | Sales Record > Details |
| #RECORD_ID# | Record ID | Sales Record > # in the URL |
| #MED_EFFECTIVE_DATE_PART_A# | Record Medicare Effective Date Part A | Sales Record > Details |
| #MED_EFFECTIVE_DATE_PART_B# | Record Medicare Effective Date Part B | Sales Record > Details |
| #ASSIGNEDTO# | Assigned To | Sales Record > Details |
| #AGENTNAME# | Assigned Agent Full Name | My Account > My Info |
| #AGENTFIRSTNAME# | Assigned Agent First Name | My Account > My Info |
| #AGENTLASTNAME# | Assigned Agent Last Name | My Account > My Info |
| #AGENTEMAIL# | Assigned Agent Email | My Account > My Info |
| #AGENTCELLPHONE# | Assigned Agent Cell Phone | My Account > Notifications > Cell Phone # |
| #AGENTPHONE# | Assigned Agent Phone | My Account > Account > Phone |
| #AGENTCALENDARLINK# | Assigned Agent Calendar Link | My Account > Account > Calendar Link |
| #AGENTNPN# | Assigned Agent NPN # | My Account > SOA/ ACA Consent > NPN # |
| #AGENT1# | Assigned Agent Custom Value 1 | My Account > Account |
| #AGENT2# | Assigned Agent Custom Value 2 | My Account > Account |
| #AGENT3# | Assigned Agent Custom Value 3 | My Account > Account |
| #AGENT4# | Assigned Agent Custom Value 4 | My Account > Account |
| #ACCOUNT_NAME# | Account Name | Name of AMS+ Account |
| #VIEWLINK# | View Record Link (Requires account & permissions) | Sales Record URL |
| #TODAY# | Current Date (Format: June 29, 2023) | - |
| #PRODUCT# | Policy Product | Sales Record > Policies |
| #CARRIER# | Policy Carrier | Sales Record > Policies |
| #COVERAGETYPE# | Policy Coverage Type | Sales Record > Policies |
| #EFFECTIVE_DATE# | Policy Effective Date | Sales Record > Policies |
| #RENEWAL_DATE# | Policy Renewal Date | Sales Record > Policies |
| #APP_SUBMIT_DATE# | Policy App Submit Date | Sales Record > Policies |
| #POLICY_NO# | Policy Number | Sales Record > Policies |
| #MEMBER_ID# | Policy Member ID | Sales Record > Policies |
List of Merge Tags
You can add Merge Tags to emails and email templates to customize your messages with data from Sales Records.
| Merge Tag | Field | Source |
|---|---|---|
| #NAME# | Record Name | Sales Record > Details |
| #FIRSTNAME# | Record First Name | Sales Record > Details |
| #LASTNAME# | Record Last Name | Sales Record > Details |
| #NICKNAME# | Record Nickname | Sales Record > Details |
| #TITLE# | Record Title | Sales Record > Details |
| #ADDRESS# | Record Address | Sales Record > Details |
| #CITY# | Record City | Sales Record > Details |
| #COUNTY# | Record County Name | Sales Record > Details |
| #STATE# | Record State | Sales Record > Details |
| #ZIP# | Record Zip | Sales Record > Details |
| #PHONE# | Record Phone | Sales Record > Details |
| #CELLPHONE# | Record Cell Phone | Sales Record > Details |
| #TEMPERATURE# | Record Temperature | Sales Record > Details |
| #DOB# | Record Date of Birth | Sales Record > Details |
| #AGE# | Record Age | Sales Record > Details |
| #GENDER# | Record Gender | Sales Record > Details > Personal |
| #HEIGHT# | Record Height | Sales Record > Details > Personal |
| #WEIGHT# | Record Weight | Sales Record > Details > Personal |
| #SMOKER_STATUS# | Record Smoker Status | Sales Record > Details |
| #CREATEDAT# | Creation Date/Time of Record | Sales Record > Details |
| #EMAIL# | Email Address | Sales Record > Details |
| #SECONDARY_EMAIL# | Secondary Email Address | Sales Record > Details |
| #STATUS# | Status | Sales Record > Details |
| #LEAD_SOURCE# | Lead Source | Sales Record > Details |
| #RECORD_ID# | Record ID | Sales Record > # in the URL |
| #MED_EFFECTIVE_DATE_PART_A# | Record Medicare Effective Date Part A | Sales Record > Details |
| #MED_EFFECTIVE_DATE_PART_B# | Record Medicare Effective Date Part B | Sales Record > Details |
| #ASSIGNEDTO# | Assigned To | Sales Record > Details |
| #AGENTNAME# | Assigned Agent Full Name | My Account > My Info |
| #AGENTFIRSTNAME# | Assigned Agent First Name | My Account > My Info |
| #AGENTLASTNAME# | Assigned Agent Last Name | My Account > My Info |
| #AGENTEMAIL# | Assigned Agent Email | My Account > My Info |
| #AGENTPHONE# | Assigned Agent Phone | My Account > Account > Phone |
| #AGENTCALENDARLINK# | Assigned Agent Calendar Link | My Account > Account > Calendar Link |
| #AGENT1# | Assigned Agent Custom Value 1 | My Account > Account |
| #AGENT2# | Assigned Agent Custom Value 2 | My Account > Account |
| #AGENT3# | Assigned Agent Custom Value 3 | My Account > Account |
| #AGENT4# | Assigned Agent Custom Value 4 | My Account > Account |
| #ACCOUNT_NAME# | Account Name | Name of AMS+ Account |
| #VIEWLINK# | View Record Link (Requires account & permissions) | Sales Record URL |
| #TODAY# | Current Date (Format: June 29, 2023) | - |
| #PRODUCT# | Policy Product | Sales Record > Policies |
| #CARRIER# | Policy Carrier | Sales Record > Policies |
| #COVERAGETYPE# | Policy Coverage Type | Sales Record > Policies |
| #EFFECTIVE_DATE# | Policy Effective Date | Sales Record > Policies |
| #RENEWAL_DATE# | Policy Renewal Date | Sales Record > Policies |
| #APP_SUBMIT_DATE# | Policy App Submit Date | Sales Record > Policies |
| #POLICY_NO# | Policy Number | Sales Record > Policies |
| #MEMBER_ID# | Policy Member ID | Sales Record > Policies |