Macros

Macros

Macros allowlet you topull reference information from yourspecific customer and the appointment indata into your text messages and emails.Theyemails, allow you to createso a single template thatcan feelsfeel personally written for every individual customer by pulling specific data points from your database.recipient.

Here is a breakdown of how to master their use:

The Anatomy of a Macro

ForEvery macro follows the systemsame to recognize a macro, it must be wrapped in a specific set of characters:syntax:

Complete Syntax:syntax example: $(D_LONG)

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How They Work (The Transformation)

When a message is sent, the system prepares to send a message, it scans the text for that specificthis syntax and "swaps"replaces it forwith the real-worldactual valuedata storedfrom in thethat appointment or contact record.

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Example Usage

In

Dear $(C_NAME)

,

Your appointment is scheduled for $(TIME) on $(D_LONG).

Best Practices

for

Watch Implementation

your punctuation.

Macros Punctuationinsert Matters:text Be carefulexactly where youplaced place— periods or commas. If you write Hello $(C_NAME), will render as Hello Alex Rivera, with the comma will appear immediately afterfollowing the person'sname. nameDouble-check inspacing and punctuation around every macro.

Use the final message.

The "Insert Macro" Button:button. ThisRather is your best friend. Instead ofthan typing themmacros manually (which can lead torisks typos), use the Insert Macro button found in your message editor.editor It— it provides a categorized list of every field available tofield. you. Test Your Layout: 

Always sendtest before sending. Send a test message to yourself.yourself Sometimesfirst. aSome macro values (like a long address) can change the wayaffect text wrapswrapping in an SMS or email.