We’re excited to announce the latest enhancements to Nexus CRM, designed to improve your email communication and create a more personalised experience for your clients. 

These updates to the email templates allow you to include more details automatically and enhance the professionalism of your email communications. Here’s an overview of what’s new:

1. New email tags

You can now include additional details from the opportunity and sender directly into your email templates, allowing you to easily provide more context and personalised information. These new tags can be used in both the subject line and body of your emails.

New tags available:

• Sender Information: Add sender details such as first name, last name, and phone numbers.

  • {{senderFirstname}}
  • {{senderLastname}}
  • {{sender_phone_mobile}}
  • {{sender_phone_home}}

• Applicant Information: Add multiple applicant details to personalise subject lines and email bodies.

  • {{applicantFullName1}}, {{applicantFirstName1}}, {{applicantLastname1}}, {{applicantSalutation1}} (also available for applicant 2 and 3)

2. Default use of preferred names

You can now use the Preferred Name of your client when creating email templates. If your client has a preferred name, it will automatically be used in place of the first name. If no preferred name is provided, the first name will be used as a fallback.

For example, if you use the tag {{firstName}} in your templates, it will check for the client’s preferred name first and apply it where available.

3. How to use the new tags

These new tags are available everywhere in the CRM where email templates are used, including:

• Admin > CRM Settings > Email Templates
• Auto-action EMAIL Templates

Simply add these merge tags in the appropriate sections, and they will be rendered when the email is sent.

4. Example of using these new tags

Let’s say you want to send a loan update email. You can now use tags to create a personalised subject line such as:

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

This will dynamically pull in the client’s first name and the broker’s details, making your communication smooth and professional.

We believe these new features will streamline your email communications and help you create more meaningful connections with your clients. As always, if you have any suggestions, feel free to reach out to us via the Mercury Nexus Idea Portal.

Best regards,
The Nexus Product Team