Macros can be used to pull information from different areas of your account into your Templates and Template notifications.
Here is a table that lists the available macros, their copy/paste, and notes on their function:
Template Title | [%title%] | Title of the Template being sent |
Engagement Creation Date | [%form.created%] | Date the engagement was created |
Client Name | [%client.name%] / [%coclient.name%] | First and Last Name of the Client or CoClient (Does not work on co-client enabled page) |
Client First Name | [%client.first.name%] / [%coclient.first.name%] | First Name of the Client or CoClient (Does not work on co-client enabled page) |
Client Email Address | [%client.email%] | Client's email from their PreciseFP profile |
Household Name (i.e. John Smith and Jane Smith) | [%household.name%] | Will update appropriately if no co-client on file |
Household First Name(s) (i.e. John and Jane) | [%household.first.name%] | Will update appropriately if no co-client on file |
Company Name | [%company.name%] | Team Name from Settings > Team |
Company Email Address | [%company.email%] | Team Email from Settings > Teams |
Company Phone Number | [%company.phone%] | Team Phone Number from Settings > Teams |
Advisor Name | [%advisor.name%] | Full name of the user creating the engagement |
Advisor First Name | [%advisor.first.name%] | First name of the user creating the engagement |
Advisor Email Address | [%advisor.email%] | Email address of the user creating the engagement |
Advisor Mobile Phone | [%advisor.phone%] | Phone number of the user creating the engagement |
Today's Date | [%today%] | Today's Date |
Macros are typically found on the Welcome or Thank You pages of form templates as well as your template notifications.
For the 'Company' and 'Advisor' macros, it is important to note that the Company macros pull from the Teams section of your settings and the Advisor macros pull from the user profile.
Macros can also be used to populate basic info in your PDF Templates.
How to create a nickname macro
You'll need to first create a new text element in the dataset under the Client Personal Details. Make sure you classify it as Nickname.
When this field exists, a macro called client.nickname will now be available to be used in form templates and emails.
You can also create a field under a household page inside a single row group and classify it as nickname. This will enable a macro called household.nickname.