In IDX Automator Pro, custom values (also known as merge fields) are utilized to dynamically insert specific information into communications, ensuring personalized and consistent messaging. Below is a table outlining the default custom values available under the Business Profile and Team Management sections:
Business Profile Custom Values:
| Custom Value | Description |
|---|---|
{{location.name}} |
Inserts the business’s name. |
{{location.email}} |
Inserts the business’s official email address. |
{{location.phone}} |
Inserts the business’s primary phone number. |
{{location.website}} |
Inserts the business’s website URL. |
{{location.address}} |
Inserts the business’s full physical address. |
{{location.city}} |
Inserts the city where the business is located. |
{{location.state}} |
Inserts the state where the business is located. |
{{location.postal_code}} |
Inserts the postal code of the business’s location. |
{{location.country}} |
Inserts the country where the business operates. |
{{location.timezone}} |
Inserts the business’s designated time zone. |
*Note: These values pull directly from the information entered in the Business Profile settings.*
User-Specific Custom Values (Team Management):
| Custom Value | Description |
|---|---|
{{user.name}} |
Inserts the user’s full name. |
{{user.email}} |
Inserts the user’s email address. |
{{user.phone}} |
Inserts the user’s phone number. |
{{user.signature}} |
Inserts the user’s email signature. |
*Note: These values are derived from the details provided in the Team Management section for each user.*
Usage Example:
When composing an email template, you might use these custom values as follows:
Dear {{contact.first_name}},
Thank you for reaching out to {{location.name}}. Our representative, {{user.name}}, will contact you at {{user.phone}}.
Best regards,
{{user.signature}}
In this example, the placeholders will automatically populate with the respective business and user information, ensuring personalized and accurate communication.
For a comprehensive understanding and management of custom values in IDX Automator Pro, you can refer to the official support documentation. citeturn0search0
Additionally, to enhance your proficiency with custom values, consider watching the following tutorial:
