Placeholders

Placeholders are powerful tools that enable admins and agents to dynamically insert relevant information into emails, templates, and other communication materials.

This feature saves time and ensures accuracy by automatically pulling data from your Rechat platform. Enhanced Placeholders provide expanded functionality and flexibility, particularly for admins, by allowing the use of advanced placeholders such as listing and office information.

What Are Placeholders?

Placeholders act as customizable fields that dynamically populate with information based on the sender, recipient, listing, or office details. They are categorized as follows:

• Sender Placeholders: Pull information about the sender (e.g., the agent or admin).

• Recipient Placeholders: Insert details about the recipient of the communication.

• Listing Placeholders: Admin-exclusive placeholders that pull property-specific data.

• Office Placeholders: Admin-exclusive placeholders that provide office-related details.

Types of Placeholders and Access

Sender Placeholders (Available to Agents & Admins)

These placeholders pull information about the individual sending the communication.

• First Name: The sender’s first name.

• Last Name: The sender’s last name.

• Display Name: The name displayed on communications.

• Email: The sender’s email address.

• Phone Number: The sender’s phone number.

• License Number: The sender’s real estate license number.

Recipient Placeholders (Available to Agents & Admins)

These placeholders insert details about the person receiving the communication.

• First Name: The recipient’s first name.

• Last Name: The recipient’s last name.

• Display Name: The name displayed for the recipient.

• Email: The recipient’s email address.

• Phone Number: The recipient’s phone number.

Listing Placeholders (Admin Only)

Admins can leverage these placeholders to insert specific property details into communications.

Address Information:

• Street Address: The property’s street address.

• City: The city where the property is located.

• State: The state where the property is located.

• Postal Code: The property’s ZIP or postal code.

Property Details:

• Amenities: Highlights of the property’s amenities.

• Bathroom Count: The number of bathrooms.

• Bedroom Count: The number of bedrooms.

• Covered Parking Spaces: The number of covered parking spaces.

• Description: The property’s description.

• Heating: Information about the heating system.

• Lot Features: Features of the property’s lot.

• MLS Number: The property’s Multiple Listing Service number.

• Property Type: The type of property (e.g., single-family, condo).

• Security Features: Details about the property’s security features.

• Square Meters/Square Feet: The property’s size in square meters or square feet.

• Utilities: Information about utilities provided to the property.

• Year Built: The year the property was built.

Financial Information:

• Price: The listing price.

• Close Price: The final price when the property was sold.

• Unexempt Taxes: The property’s annual taxes.

Office Placeholders (Admin Only)

Admins can include office-specific details in communications.

• City: The office’s city location.

• Postal Code: The office’s ZIP or postal code.

• State Code: The state abbreviation (e.g., TX for Texas).

• Street Address: The office’s street address.

• Phone Number: The office’s phone number.

• Website: The office’s official website.

How to Use Placeholders

1. Insert Placeholders into Templates:

   • Open the email or template editor.

   • Click into an existing Text Box building block or drag one into your email.

   • Click on the placeholder menu.

   • Select the placeholder you wish to insert.

   • Click on the placeholder to provide a Fallback Value in case the placeholder cannot find the requested information.

2. Preview Before Sending:

   • Use the preview function to ensure placeholders populate correctly.

   • Double-check for accuracy and completeness.

3. Test the Communication:

   • Send a test email to verify that the placeholders are working as intended.

Frequently Asked Questions

Q: Why is a placeholder not populating?

A: Check if the required information exists in the system. For example, ensure the sender’s or recipient’s details are fully filled out in their profile.

Q: Can agents use listing or office placeholders?

A: No, these placeholders are only available to admins.

Q: Can I create custom placeholders?

A: Not at this time. However, the existing placeholders cover a broad range of common needs.