Merge variables allow you to personalize campaigns by inserting information such as recipients’ names and your organization’s contact information into emails. Merge variables populate from fields in Applied Marketing Automation and Applied Epic. The following table lists each merge variable and its source.
| Merge Variable | Contact Type | Populates from | Screen/Page | Field |
| {agency_agencybrokerage_name} | Not Applicable | Marketing Automation | Configuration > Configuration Basics > Branding Profile | Agency/Brokerage Name |
| {agency_contactname} | Not Applicable | Marketing Automation | Configuration > Configuration Basics > Branding Profile
OR The profile of the Marketing Automation user associated to the Epic employee assigned to the selected dynamic servicing role on the drip campaign email |
Main Contact |
| {agency_contactemail} | Not Applicable | Marketing Automation | Configuration > Configuration Basics > Branding Profile
OR The profile of the Marketing Automation user associated to the Epic employee assigned to the selected dynamic servicing role on the drip campaign email |
Email Address |
| {agency_contactphone} | Not Applicable | Marketing Automation | Configuration > Configuration Basics > Branding Profile
OR The profile of the Marketing Automation user associated to the Epic employee assigned to the selected dynamic servicing role on the drip campaign email |
Phone Number |
| {agency_contactwebsite} | Not Applicable | Marketing Automation | Configuration > Configuration Basics > Branding Profile | Website/URL |
| {contact_company_name} | Business | Epic | Contacts > Contact Detail | Name |
| {contact_salutation} | Individual | Epic | Account > Contacts > Contact Detail | Prefix |
| {contact_first_name} | Individual | Epic | Account > Contacts > Contact Detail | First Name |
| {contact_last_name} | Individual | Epic | Account > Contacts > Contact Detail | Last Name |
| {contact_account_name} | Individual/Business | Epic | Account > Account Detail | Account Name |
| {contact_email} | Individual/Business | Epic | Account > Contacts > Contact Detail | Primary Email |
| {contact_address} | Individual/Business | Epic | Account > Account Detail | Address |
| {contact_phone} | Individual/Business | Epic | Account > Contacts > Contact Detail | Primary Phone |