Creating and Editing Email Templates

Use this guide to create, edit and personalise email templates in Mercury Nexus CRM. Email templates help you save time, maintain brand consistency and reduce errors in client communication.

You can use templates for individual emails or bulk email merges from your Contacts list.

Create a new email template

Note: You must have Admin-level access to create or edit email templates.

Open the Admin app.
Select CRM Settings from the left-hand menu.
Click Email Templates in the top menu.
Click + to open a new tab.
Enter a Template name.
Enter your Subject line.
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 an Email template type (only if used with DigiSign, Client Centre or Doc Centre). Leave blank for standard templates.
Add your content in the Body section, or switch to Code view to paste HTML.
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: Add HTML to your template

You can paste HTML directly into Code view.

Tip
Before pasting HTML into Mercury Nexus, run it through ChatGPT or Microsoft Copilot using this prompt:
“Convert the following HTML email template for use with Microsoft HTML editor.”

This reduces formatting issues such as broken tables, incorrect shading or inconsistent fonts.

Note: You may need to log out and back into Mercury Nexus for changes to appear correctly.

Note: You cannot include attachments within an email template.

If attachments are required, add them manually when sending the email.

Edit a Connective master template

Connective provides master templates to partner groups. You cannot edit these directly.

To customise one:

Open the Admin app.
Select CRM Settings.
Click Email Templates.
Select the master template.
Click Clone.
Open the cloned version and edit as required.

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 only populate when sending 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 (generated via Client Centre)

docusignLink (generated via Doc Centre)

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

Use tags in the subject line

You can use the following tags in the subject line. They will dynamically populate when the email is sent:

{{senderFirstname}}

{{senderLastname}}

{{sender_phone_mobile}}

{{sender_phone_home}}

{{applicantFullName1}}

{{applicantFirstName1}}

{{applicantLAstName1}}

{{applicantSalutation1}}

{{applicantFullName2}}

{{applicantFirstName2}}

{{applicantLAstName2}}

{{applicantSalutation2}}

{{applicantFullName3}}

{{applicantFirstName3}}

{{applicantLAstName3}}

{{applicantSalutation3}}

Example

“Hi {{applicantFirstName1}}, attached is your loan application update from {{senderFirstname}}.”

This automatically inserts the client’s name and your details.

Need help?

If you need help creating or managing email templates in Mercury Nexus, contact your Partnership Manager or email [email protected].

Creating task templates

Setting up email signatures (email profiles) in Mercury Nexus

Creating and editing questionnaires

Sending an email from an Opportunity in Mercury Nexus

Sending emails using HTML templates in Mercury Nexus