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:
Engagement Creation Date
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 email address
Company Phone Number
Advisor First Name
Advisor email address
Advisor Mobile Phone
Macros are typically found on the Welcome or Thank You pages of form templates as well as your template notifications.
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