Using Macros in your Templates and Template Notifications

Updated over a week ago

Macros can be used to pull information from different areas of your account into your Templates and Template notifications.

Here is a list of the available macros:

Template Title

Engagement Creation Date

Client Name

Client First Name

Client email address

Household Name (The First Name and Last Name of both the client and the co-client)

Household First Name(s) (The First Name of both the client and co-client)

Company Name

Company email address

Company Phone Number

Advisor Name

Advisor First Name

Advisor email address

Advisor Mobile Phone

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

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