> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.nekst.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Smart Tags (SmartTags): Pre-fill your Emails & SMS Messages with Personalized Transaction Information # Using SmartTags in Emails & SMS Messages ${youtube}[Adding Smart Tags in your Email & SMS Messages](4nQ7QHdE7Cs) SmartTags are placeholders you drop into Email and SMS tasks. When a message sends, each tag fills in with that transaction's specific information — names, dates, addresses, and more — so you never retype it. ## How to add a SmartTag 1. On the Workflows page, open an Email or SMS task to customize. 2. In the message body, type a hashtag (#) and pick the category of the SmartTag that you want to include. 3. Pick the category - then pick the variable - and it drops into the message. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-05-28-at-11081_k8jj3b.png =500x283) Then select the variable: ![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2026-05-28-at-11155_1fpvcru.png =500x107) Once you apply the workflow to a transaction, use **Preview** to confirm every tag filled in correctly before sending. ![](https://storage.crisp.chat/users/helpdesk/website/f43f5e89d91dd000/smart-tag-preview-3_1wliobc.gif) ## See the real values while you edit You don't have to jump to Preview to check your SmartTags. **Value view** shows each tag's real value right inside the task editor, so you can confirm the data as you write. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/smarttag-editor-preview-update_1jdg67t.png =500x416) Turn it on in **Settings → Preferences**, under **SmartTag Display**: * **Tag view** (default) — SmartTags show their names, like `#Buyer First Name`. * **Value view** — SmartTags show the resolved value for that transaction, like `Ben` or `05/22/2026`. It's your own setting, and once it's on it applies to every Email, SMS, and Appointment task you open — including on the main Tasks page, where each task shows the values for its own transaction. A few things to know: * It only shows values on tasks inside a live transaction. Workflow templates always show tag names, since there's no transaction to pull from yet. * Each SmartTag is still a single tag you can select or delete — only what it displays changes. Nothing about your saved message changes. * If a tag has no value for that transaction, it shows **N/A** so you can catch the blank before you send. * Hover over any Value to reveal the SmartTag label * When displaying "Values", you can still insert a new SmartTag using the # method, but it will instantly convert to the Value upon being added ## The 6 SmartTag categories ### 1. Transaction SmartTags Every transaction includes built-in fields that can't be removed: ***Transaction Details:*** Full Transaction Address: #transaction.fullTransactionAddress Transaction Selling Price: #transaction.sellingPrice Transaction Description: #transaction.transactionDescription Transaction Start Date: #transaction.startDate Transaction End Date: #transaction.endDate Transaction Buyer(s) Name: #transaction.buyersName Transaction Seller(s) Name: #transaction.sellersName ***Pending Details:*** Pending Date: #transaction.pendingDate Closing Date: #transaction.closingDate Transaction Selling Price: #transaction.sellingPrice Commission Received: #transaction.commissionReceived ***Listing Details:*** Listing Date: #transaction.listingDate Listing Price: #transaction.listingPrice Listing Expiration: #transaction.listingExpiration ***Detail Boxes:*** To track anything else (Inspection Deadline, Earnest Money Amount, Loan Commitment Deadline, etc.), [create a Detail Box](https://help.nekst.com/en-us/article/detail-boxes-manage-any-information-you-want-1a7r44c/) for the right transaction type. A SmartTag is created instantly. Examples: #transaction.inspectionDeadline #transaction.earnestMoneyAmount #transaction.loanCommitmentDeadline ### 2. Contact SmartTags Each role's contact info can be inserted. Replace "roleName" with the role (e.g., #transactionCoordinator.firstName): #contact.roleName.firstName #contact.roleName.lastName #contact.roleName.fullName #contact.roleName.numbers.mobile #contact.roleName.numbers.fax #contact.roleName.numbers.home #contact.roleName.numbers.work #contact.roleName.primaryEmail #contact.roleName.alternateEmail #contact.roleName.address (prints the whole address) When multiple parties share a role (two buyers, for example): * Names join with & (Jerry & Sally) * Other values reference the person they belong to (e.g., (234) 234-2342 (Jerry West), (111) 234-2341 (Sally North)) ### 3. Sender Insert details for the email's sender, including the signature. Team accounts can send from any team member and include their details and signature. ### 4. Recipients Build a custom greeting or use these tags to populate it (Hi Jim) and the salutation: #recipients.to.firstName #recipients.cc.firstName For the To, CC, and Sender parties, you can also include any of the other fields in their contact record. ### 5. Client Portal Link Once you've activated a [Client Portal](https://help.nekst.com/en-us/article/client-portal-single-property-website-1pwke9o/) for a transaction, insert the public link to that portal: #clientPortal.link ### 6. Documents Any document label you create on the Setup page can become a SmartTag. A label called "Listing Agreement" can insert a link to that document: #document.listingAgreement #document.purchaseContract #document.propertyDisclosure Each link displays the document label name instead of a raw URL. | If a SmartTag has no matching data, "N/A" appears in the preview and the sent message. Always preview an email before sending. || Tip: Let AI remove empty SmartTags for you. When you use [**Write with AI**](https://help.nekst.com/en-us/article/email-task-overview-how-to-send-pre-written-emails-1816fl1/) on an email task, Nekst automatically leaves out any SmartTag with no matching data, so no "N/A" shows up in the message. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/ai-email-assistant-button-spar_1o8xkfn.png =500x525)