- 09 Jan 2024
- 1 Minute to read
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Adding Message Macros
- Updated on 09 Jan 2024
- 1 Minute to read
- DarkLight
Message macros are message templates that you can use to automate some of your communication with customers. Your message can include dynamic tokens that let you pull data from your Nexudus account. Tokens match fields in Nexudus that are automatically populated based on who receives your message.
For example, if you add the {salutations} token to a message macro, Nexudus automatically replaces the token with the name of the customer receiving the message.
Log in to dashboard.nexudus.com if you aren't already.
Click CRM > Message macros.
Click Add message macro.
Add a Subject for your message macro.
Select the Location where your message macro is available.
Add your message in the Contents field, leaving blanks where you want to add Dynamic tokens.
This includes any file, such as images, PDFs, documents, or even gifs.
- Click where you want to add your first Dynamic tokens and then click on the token you want to include in the message.
- Repeat step 7 until you've added all the relevant Dynamic tokens.
Click the Save Changes button.
You've successfully added a new message macro. We recommend testing your new message macros by sending a message to a test customer.