Markers are placeholders that enable the identification of specific information within appointments or templates. They help make certain data clearer and more understandable for users while also facilitating the creation of generalized messages. Markers are particularly useful for personalizing appointments and highlighting key details.

Examples

Appointment Templates

A marker can be used in an appointment template to define placeholders for the time and location of the appointment. When a user books an appointment, the marker is replaced with the specific information for the scheduled appointment. This eliminates the need to manually enter the time or location, reducing errors and improving usability.

Personalization of Customer Emails

Markers can also be used in email templates. For example, a confirmation email for an appointment can automatically include the customer’s name or the appointment location using a marker. This ensures that every email is personalized and tailored to the specific user or appointment without requiring manual adjustments.

Structure of Markers

The structure of a marker is determined by the component and the information you want to retrieve from that component. For example, if you want to reference the name of an appointment, you would use the component "appointment" combined with the attribute "name," separated by an underscore: "appointment_name".

If you want to include a customer's email address, the marker is composed of "customer" and "email": "customer_email".

You can easily see which markers are available in the editor when editing a message in the email or SMS templates. The following instructions will guide you on how to navigate to this section.

Marker Suffixes

Markers of the types "additional_customer" and "booking_resource" can have suffixes appended to refer to a specific position. For example:

• booking_resource_1 refers to the first booking resource.
• booking_resource_3 refers to the third booking resource.

This allows you to include specific booking resources or customers in your messages. Attributes can still be added, for example: booking_resource_1_name.

IF Markers: Advanced personalization in e-mails and SMS

A more advanced use of markers involves the integration of IF conditions in email and SMS templates. This feature allows certain parts or sentences in messages to be displayed only if specific marker content is available. This enables more flexible and targeted customization of messages.

Important Notes on IF Markers

• An IF marker is considered satisfied if the marker content is not empty. For instance, if a customer name or appointment price is missing, it cannot be displayed.
• Nested IF conditions are not supported, and only one marker can be checked per IF condition.
• Multiple markers cannot be checked simultaneously.
• Using an [ELSE] marker allows defining an alternative message that is displayed if the IF condition is not met.

Examples

Conditional email content

Suppose you want to include the customer’s name in an email only if it is available. By using an IF marker, the sentence "Hello 'Customer Name'," will only appear if the CUSTOMER_NAME marker is not empty. If no name is available, an alternative message such as "Hello," will be displayed. This can be achieved using [IF_START:CUSTOMER_NAME] and [IF_END:CUSTOMER_NAME] along with an optional [ELSE] to dynamically adjust the content.

Hello [IF_START:CUSTOMER_NAME] [CUSTOMER_NAME] [ELSE] valued customer [IF_END:CUSTOMER_NAME],

If the customer name is available:

Hello John Doe,

If the customer name is not available:

Hello valued customer,

Conditional appointment information

If an address is not specified in the appointment template, but the organization’s address should be used instead, IF markers can help. For example, the message "Below is the address of the appointment: [BOOKING_TEMPLATE_ADDRESS]" will only appear if the appointment resource’s location is set. Otherwise, an alternative message with the organization’s address can be displayed.

Below is the address of the appointment: [IF_START:BOOKING_TEMPLATE_ADDRESS] [BOOKING_TEMPLATE_ADDRESS] [ELSE] [ORGANIZATION_ADDRESS] [IF_END:BOOKING_TEMPLATE_ADDRESS]

If an address is set in the appointment template:

Below is the address of the appointment: Example Street 1, 10115 Berlin

If no address is available:

Below is the address of the appointment: Sample Street 30, 20249 Hamburg

Conclusion

By adding IF markers, you can make your emails and SMS messages more dynamic and targeted. This feature enables flexible and personalized communication with your customers, ensuring that content is displayed only when relevant. This enhances efficiency and further improves the user experience.