Definitions for each data tag option are listed below:

1. Name {{name}} – Name of the contact on the account
2. First Name {{firstname}} – First Name of the contact on the account.
3. Take Survey {{take_survey}} – Take Survey to connect Client Pulse for Google Business review
4. Email {{email}} – email of the contact on the account
5. Date of Birth {{dob}} – Date of birth of the contact on the account
6. Address {{address}} – Address of residence of the contact on the account
7. City {{city}} – City of the contact on the account
8. State {{state}} – State of residence of the contact on the account
9. Agent name{{agent_name}} – Name of the agent who solicits, negotiates or effects contracts of insurance, and provides service to the policyholder for the insurer.
10. Agent email {{agent_email}} – Email of the agent handling the contact on the account.
11. Agent phone{{agent_phone}} – Phone number of the agent managing the contact on the account.
12. Agent Location {{agent_location}} – Office location of the Agent.
13. Agent Address{{agent_address}} – Office address of the Agent.
14. Agency Name{{agency_name}} – Name of the Agency handling the contact on the account.
15. Agency address {{agency_address}} – Business Address of the Agency handling the contact on the account.
16. Agency name {{agency_phone}} – Business Phone number of the Agency handling the contact on the account.
17. Agency email {{agency_email}}- email of the agency handling the contact on the account.
18. Sign up {{signup}} – Sign up link to subscribe
19. Download {{download}} – Download link to save file in the computer system.
20. Policy Number {{policy_number}} – Policy number of the risk cover plan insured by the contact on the account.
21. Days left {{daysleft}} – Number of days between current date and the due date on the account.
22. Line of business {{lob}} – Line of business of the Policy category listed on the account.
23. Business logo {{logo}} – Embed the Agency logo
24. Linkedin Id {{linkedinId}} – Embed the Linkedin Account Id to connect link with Linkedin Id landing page.
25. Twitter Id {{twitterId}} – Embed the Twitter Account Id. to connect the link with Twitter Id landing page.
26. Facebook Id {{facebookId}} – Embed the Facebook Account Id to connect the link with Facebook Id landing page.
27. Date {{date}} – Add Current date as on the system.
28. Signature {{Signature}} – Default agent signature
29. Referral Partner {{Referral Name}} – Name of the referral source
30. Scheduler {{Scheduler}} – Add meeting link of scheduler
31. Salutation: {{salutation}} For adding salutation of the contact/user
32. Nick Name:{{nickname}} For adding nickname of the contact/user
33. Business Name: {{business_name}} For adding business name of the contact/user in case of commercial account
34. Lead Source- {{Lead Source}} For adding Lead source details.
35. Lead Source Email- {{Lead Source Email}}- For adding Lead Mail Id
36. Lead Source Phone- {{Lead Source Phone}}- For adding Lead source Phone