Macros
Macros
Macros let you pull specific customer and appointment data into your text messages and emails, so a single template can feel personally written for every recipient.
The Anatomy of a Macro
Every macro follows the same syntax:
| Part | Symbol |
|---|---|
| Trigger | $( |
| Field name | e.g., D_LONG |
| Closer | ) |
Complete syntax example: $(D_LONG)
How They Work
When a message is sent, the system scans the text for this syntax and replaces it with the actual data from that appointment or contact record.
| Use Case | Macro | Example Output |
|---|---|---|
| Formal date | $(D_LONG) |
October 17th, 2025 |
| Appointment time | $(TIME) |
2:15 PM |
| Customer name | $(C_NAME) |
Alex Rivera |
Example Usage
Dear $(C_NAME),
Your appointment is scheduled for $(TIME) on $(D_LONG).Best Practices
Watch your punctuation. Macros insert text exactly where placed — Hello $(C_NAME), will render as Hello Alex Rivera, with the comma immediately following the name. Double-check spacing and punctuation around every macro.
Use the "Insert Macro" button. Rather than typing macros manually (which risks typos), use the Insert Macro button in your message editor — it provides a categorized list of every available field.
Always test before sending. Send a test message to yourself first. Some macro values (like a long address) can affect text wrapping in SMS or email.