Creating and using message macros – Nexudus

How to create and use message macros

Message macros are saved messages or parts of messages that you can select and use when generating new messages or reminders to communicate with members. You can use dynamic fields in these macros, which lift data from your Nexudus account and let you automate and personalise messages.

The link to the Message Macros section

Number	Description
1	The CRM link in the side menu
2	The link to the Message Macros section

To add a message macro

If the side menu is not visible, click .
In the side menu, click CRM, then click Message Macros.
Click Add message macro.
Complete the required fields (see the table below for a description of each option).
Click Save.

Adding a message macro

Option	Description
Subject	What you enter here is used as the subject title in any message that the macro is used in
Location	If you manage more than one space from your Nexudus Spaces account, select from the drop-down list the location of the space that is going to use the macro
Message text	Enter the text for the message
Add a message token	You can use dynamic tokens to lift data from your account and personalise or automate your message. Place your cursor in your message at the place you want to add the token and click the appropriate token

To edit a message macro

If the side menu is not visible, click .
In the side menu, click CRM, then click Message Macros.
In the list of message macros, click the name of the one to edit.
Make the necessary changes (see the table above).
Click Save changes.

Editing a message macro

To delete a message macro

If the side menu is not visible, click .
In the side menu, click CRM, then click Message Macros.
At the end of the message macro you want to delete, click . A pop-out menu is displayed.
Click Delete.

Deleting a message macro

There is also a Delete button at the bottom of the message macro editing page.

To send a message macro

If the side menu is not visible, click .
In the side menu, click Operations, then click Members & Contacts.
Click the name of the member or contact you want to send the message to.
Click the CRM tab, then click Messages.
Click Send message.
In the Message macro drop-down box, select the message macro you want to use. Notice that the Subject and Message boxes have been populated with the message macro text.
If required, edit the subject line and message text.
Click Send message.

Sending message macros from a customer's account

To add a message macro

To edit a message macro

To delete a message macro

To send a message macro

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