Canned responses, template messages and broadcast can be dynamically personalized.
For example, to personalize a New Year greeting, you can create a canned response as follows:
Happy New Year {{contact.name}} from {{agent.name}} and all of us here at Peasy
Suppose Janet’s conversation is assigned to Ben. When Janet receives the message, her message will read
Happy New Year Janet from Ben and all of us here at Peasy.
Suppose Bob’s conversation is assigned to Azeri. When Bob receives the message, his message will read:
Happy New Year Bob from Azeri and all of us here at Peasy.
List of personalization macros #
| Type | Macro | Example |
|---|---|---|
|
Standard contact attributes |
contact.name, contact.email, contact.phone_number |
Hi {{contact.name}}, your email at {{contact.email}} and phone number {{contact.phone_number}} |
|
Contact's Custom Attributes |
contact.custom_attributes.custom_attribute_key |
Suppose you have declared a custom attribute with the key "age", you can refer to it as {{contact.custom_attributes.age}} |
|
Agent attribute |
agent.name, agent.email |
Hi, I am {{agent.name}} from Peasy |
|
Appointment's attribute |
meeting.location, meeting.friendly_time, meeting.title |
Hi, just a reminder that we will be meeting at {{meeting.location}} on {{meeting.friendly_time}} for {{meeting.title}} |
