# Macros **Macros** allow you to reference information from your customer and the appointment in your text messages and emails.They allow you to create a single template that feels personally written for every individual customer by pulling specific data points from your database. Here is a breakdown of how to master their use: ### **The Anatomy of a Macro** For the system to recognize a macro, it must be wrapped in a specific set of characters: - The Trigger: $( - The Field Name: NAME\_OF\_FIELD - The Closer: ) Complete Syntax: $(D\_LONG) --- ### **How They Work (The Transformation)** When the system prepares to send a message, it scans the text for that specific syntax and "swaps" it for the real-world value stored in the appointment record.

Use Case	Macro to Use	Final Output Example
Formal Date	$(D\_LONG)	October 17th, 2025
Appointment Time	$(TIME)	2:15 PM
Customer Name	$(C\_NAME)	Alex Rivera

--- ### **Example Usage** In your Email Confirmation, you might say the following: Dear $(C\_NAME) Your appointment is scheduled for $(TIME) on $(D\_LONG). ### **Best Practices for Implementation** - Punctuation Matters: Be careful where you place periods or commas. If you write Hello $(C\_NAME), the comma will appear immediately after the person's name in the final message. - The "Insert Macro" Button: This is your best friend. Instead of typing them manually (which can lead to typos), use the Insert Macro button found in your message editor. It provides a categorized list of every field available to you. - Test Your Layout: Always send a test message to yourself. Sometimes a macro (like a long address) can change the way text wraps in an SMS or email.