Creating and Editing Email Templates

As well as saving you time, email templates also protect your brand reputation by keeping your email on-brand and error free.

You can create and edit email templates within Mercury Nexus to streamline your workflow and standardise communication with your clients. Email templates can also be used as part of a bulk email-merge to your Contacts list.

How do I create an email template?

Note: You need Admin level access to set up an email template.

Open the Admin app and select CRM Settings from the main left-hand menu.
Navigate to Email Templates in the top menu.
Click on + to open a new tab and create a New Email Template.
Enter the Template Name.
Enter your email Subject.
Handy tip: Email subjects will get cut off if they’re too long, particularly on mobile devices, so it’s best to keep short and place the most important words at the beginning.
Select Email Template Type. Only use this field if the template will be used with DigiSign, Client Centre or Doc Centre. Leave this blank if it's just a regular email template.
Add your email contents in the Body section.
Use the Insert Tag drop-down list to personalise your email by populating data from your Opportunity or People record. For example {{firstname}} will insert the recipient's first name.
Close the tab to save.

Note: You will need to log out of Mercury Nexus for the change to take effect.

Note: You cannot include an attachment as part of an email template

Can I change the Connective Master email templates?

Connective provides master email templates to all partner groups. You cannot edit the master email templates. You can however clone the master template and edit the cloned version.

Open the Admin app and select CRM Settings from the main left-hand menu.
Navigate to Email Templates in the top menu.
Select the Master Email template you want to edit and click the Clone button.
Select the cloned template and proceed to edit the template.

What email field tags are available from Opportunity or Person records?

The email tags pull data from the fields of the records. Most email tags are to be used in conjunction with Opportunity records (Auto actions). Check the list below to confirm which records to use tags with.

Person tags

These tags will only populate if email is sent from a Person record or the main People Listing.

firstName (This will reference data on Person records only)

fullName (This will reference data on Person records only)

Note: If the Preferred Name is entered on the Contact it will replace the First Name in the email out.

Opportunity tags

These tags will only populate if email is sent from an Opportunity record.

user_mobile (This is the mobile number of the Nexus user)

lender

lender_reference

loanAmount

loanWriter (This is the selected Broker)

opportunityName

primaryApplicantFirstName

primaryApplicantFullName

applicantFirstNames

applicantFullNames

current_date

currentStatus

status_notes

senderFirstName (This will use your preferred name if provided in your profile)

senderSalutation

emailSignature

clientCentreLink (Must be generated via the Client Centre itself)

docusignLink (Must be generated via the Doc Centre itself)

Newly added tags:

CAnumber

senderLastname

senderPreferredName

sender_phone_mobile

sender_phone_home

property_address1
property_value_1
property_address2
property_value_2
property_address3
property_value_3

Can I use tags in the subject line?

Yes, you can use the below tags in the email template's subject line. The tags will be replaced by the actual values when you use that template to send emails.

{{senderFirstname}}

{{senderLastname}}

{{sender_phone_mobile}}

{{sender_phone_home}}

{{applicantFullName1}}

{{applicantFirstName1}}

{{applicantLAstName1}}

{{applicantSalutation1}}

{{applicantFullName2}}

{{applicantFirstName2}}

{{applicantLAstName2}}

{{applicantSalutation2}}