Managing Message Macros

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 include message tokens in your macros to leverage data from your Nexudus account and automate some communication with your customers.

Creating Message Macros

  1. If the side menu is not visible, click .
  2. Click CRM > Message Macros.
  3. Click Add message macro.
  4. Add a meaningful name in the Subject field.
  5. Select your space from the Location drop-down list.
  6. Add your message in the Message text field. 
  7. Click Save.

Adding Message Tokens to Message Macros 

  1. If the side menu is not visible, click .
  2. Click CRM > Message Macros.
  3. Click the message macro you want to edit. 
  4. Click where you want to add the message token in the Message text field.. 
  5. Click Add a message token. 
  6. Select the message token you want to add. 
    All the available message tokens are listed and you can find the full list of message tokens with descriptions below. 
  7. Repeat steps 4 and 6 for every other message token you want to add. 
  8. Click Save Changes once you've added all the relevant message tokens.

Message Tokens List

  • Access card tag
    Customer access card tag 
  • Address
    Customer address
  • Android URL
    URL to download the Passport app on Android devices
  • Billing address
    Customer billing address
  • Billing city name
    Customer billing city
  • Billing name
    Customer billing name
  • Billing postcode
    Customer billing postcode
  • Business address
    Space address
  • Business avatar
    Space avatar
  • Business contact phone
    Space phone number
  • Business contact web
    Space website 
  • Business ID
    Space location
  • Business name
    Space name
  • Cancellation date
    Main plan's cancellation date
  • Company name
    Customer company name
  • Contract notes
    Notes included in the main contract
  • Contract term
    Cancellation date for the main contract
  • Contract terms
    Main contract's terms and conditions
  • Current plan
    Main contract
  • Current time
    Time when the macro is sent
  • CustomX
    Custom fields where X is a number from 1 to 30 
  • Customer ID
    Customer's ID number
  • Customer public URL
    URL to access the customer's account on the Members Portal
  • Date
    Current date when the message macro is sent
  • Desks
    Desks assigned to the customer
  • Earliest due date
    Due date of the first due invoice in the customer's account
  • Email
    Customer's email address
  • Fullname
    Customer's full name
  • GoCardless signup URL
    Signup link for GoCardless
  • Invoiced period
    Date until which the customer can enjoy the benefits of the plans they already paid for 
  • iOS URL
    Link to download the Passport app on iOS devices
  • Logo image
    Space logo 
  • Member name
    Customer's full name
  • Next billing date
    List of the customer's plans
  • Next invoice date
    Date of the next automatically issued invoice
  • Next plan
    List of all the plans that are renewed 
  • Next tariff name
    List of all the plans that are renewed
  • PaperCut username
    Customer's username in PaperCut
  • Phone
    Customer's phone number
  • Plan name
    Name of the customer's main plan
  • Postcode
    Customer postcode
  • Reset password link
    Link to reset the customer's password
  • Salutation
    Salutation defined in the customer's account
  • Terms and Conditions
    Space terms and conditions
  • Time
    Time at which the message macro is sent
  • Timezone
    Space's timezone
  • Today's date
  • Tomorrow's date
  • Unpaid invoices (count)
    Total number of invoices that are currently unpaid
  • Unpaid invoices (numbers)
    Reference number of all unpaid invoices
  • Unpaid invoices (total amount)
    Total value of all unpaid invoices
  • User access token
    Wi-Fi access token if any is available 
  • User ID
    Customer's ID number
  • Yesterday's date
    The day before the macro is sent
     

Editing Message Macros

  1. If the side menu is not visible, click .

  2. In the side menu, click CRM, then click Message Macros.

  3. In the list of message macros, click the name of the one to edit.

  4. Make the necessary changes (see the table above).

  5. Click Save changes.

message_macros_edit.png
Editing a message macro
 

Deleting Message Macros

  1. If the side menu is not visible, click .

  2. At the end of the message macro you want to delete, click . A pop-out menu is displayed.

  3. Click Delete.

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

Sending Message Macros

  1. If the side menu is not visible, click .

  2. In the side menu, click Operations, then click Members & Contacts.

  3. Click the name of the member or contact you want to send the message to.

  4. Click the CRM tab, then click Messages.

  5. Click Send message.

  6. 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.

  7. If required, edit the subject line and message text.

  8. Click Send message.

message_macros_customers.png
Sending message macros from a customer's account
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