Crafting emails using Buildertrend's Mail Merge feature works great for newsletters and marketing campaign emails when creating activity templates.

While this is an extremely powerful feature to have in templated emails, you are able to utilize this feature on non-templated emails as well.

All lead activities in Buildertrend are logged in the system for historical record within the Lead Activities tab, allowing all communication to be better organized and available for reference.

Help Video:

The Mail Merge feature can be found when Attaching an Email on a Lead Activity. When on a single lead or emailing multiple leads, this feature is available to have that personal touch.

When emailing a lead, the tooltip can be found in the top right.

From the tooltip, you can easily copy the mail merge coding.

Once copied, paste it into the body of the email.

Depending on if you have chosen [[FirstName]] [[LastName]] or [[DisplayName]], the information for Mail Merge can be found within the lead's contact information.

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