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This guide has been reviewed against our global client base and classed as relevant to all regions

The Letter Template Editor is an inbuilt tool to assist in managing new and existing letter templates for use in AgencyCloud - access to this application within a company is usually limited

Letter templates are created in Microsoft Word using mail merge fields - these fields instruct the template to take the required information from AgencyCloud

For more information on using the Letter Template Editor, click here

1. Inserting a merge code

After choosing whether to create a new template or edit an existing one, merge codes can be chosen in the Letter Template Editor toolbar

From the toolbar on left:

  • Expand the sections to find and select the required field

  • Use the search bar to find the required code, see 1a 

  • Click and drag the merge field from the toolbar to its required position in the letter

1a. Search for required merge code

From search field:

  • Enter search text and press enter on keyboard

  • Merge code options below are filtered to only offer those that contain the search text
    In this example, expanding any of the sections will show merge codes relating to price

2. Merge code categories & formats

When selecting your merge code:

  • Ensure you navigate to the right category
    For example, if creating/amending a template from property letters, the merge code will be in the Property section
    Tip: every merge code that relates to a property starts with Property. - codes that relate to a tenancy start with Tenancy. , and so on

Example - letter needs sales property accepted offer price adding to it

  • Expand Property section, then expand Sales 

  • Locate Accepted Offer Price
    Hover over any entry to display a tooltip on screen which explains the merge code

  • When selected, some codes offer more options regarding how the data should be formatted
    In this example, selecting the Accepted Offer Price code offers options below to change the formatting of the data - i.e. can choose to display as a price/with decimals, as a number in words or as a percentage

  • Click and drag the code onto the letter template to the right
    The Accepted Offer Price merge code is shown on the letter template

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