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Merge Fields

Use this email setting to add merge fields to an email template. Merge fields are placeholders for data that might change in a letter—for example, client name. When you send the email, Tamarac Reporting merges information from the database into the appropriate merge fields. To insert a merge field, type it exactly as shown in the Merge Fields column, or highlight it and drag it into your content. We have put the available merge fields next to the content where they are most likely to be used.

Available merge fields include the following:

Field More Information
{Client Name} Allows you to personalize the email. For example, when sent to Georgia Abbey, Hello {Client Name}, becomes Hello Georgia Abbey. This field will first name, middle initial, and last name if populated.
{Login Page} Specifies which page you want the client to log in from. For example: To view your portfolio, visit the {Login Page}...".
{Client Email} Automatically adds the client's email. This field is especially useful if you're sending an email about a new client portal or a login change to an existing portal.
{User Name} Allows you to automatically add your name, as it is configured for your Tamarac user. This field is especially useful in the signature.
{Custom Signature}

Allows you to automatically add the name of your firm for branding purposes and so clients know the email is a valid message. This identification helps prevent confusion if clients are receiving an email from an employee they are unfamiliar with.

We recommend using the User Name merge field along with the Custom Signature field. For example, {User Name} on behalf of {Your Firm}).

{Document Description}

Allows you to automatically include the document description you added when you uploaded a file to the client portal. This field helps clients identify the files you upload, which is especially useful if the file name doesn't tell the whole story. 

 

For example, you might have a file called 999123409312017.pdf, but in the description you can tell what it is: September 2017 Schwab Statement.

For more information on setting up and using automated emails in Tamarac, see Customize the Automated E-mail Messages that Tamarac Reporting Sends.