Macros

Submitted by Carl on Fri, 21 Jan 2011 3:01pm

In Auction Manager, Macros are mainly used in emails, and in particular, they can be used in an Email Template to create dynamic content for the email header, footer and body. Instead of manually writing information in each email, macros can be used to automatically add the information for you. Customising email templates to include Macros means that you can have emails sent automatically, or with a couple of mouse clicks, that contain all the relevant information for that Customer and/or Sale.

About Macros:
Macros contain field information from Sales and Cards. For example, if the macro [CardFirstName] is used in an email, the First Name field for the relevant card will be inserted (note: emails are sent via Cards or Sales, and so you cannot send an email unless it is associated with a Card).
Macros can also be used in conditional statements using the terms 'IF', 'THEN', 'ELSE' and '=' to create statements (Note: these terms MUST be written in capitals). Statements, like macros, must begin and end with square brackets. Text can be added to statements by placing it within quotation marks e.g "Thank you for your order.". The statements are 'read', like a sentence, from left to right, and the result is based upon the true/false condition. If the first condition is true there will be a result, if false move on to the second condition/result, and so on. There is no real limit to the number of conditions in the conditional statement.

Examples:

The simplest example of a conditional statement is:

[IF A = B THEN C] 

For this statement, if A is equal to B then C will be entered in the text, otherwise there will be no result.

Here is a conditional statement that includes a macro:

[IF [SaleSource] = "Trade Me" THEN "Thank you for winning the auction"]

This statement could be used in the body of an email. If the Sale Source is set to 'Trade Me' then the text "Thank you for winning the auction" will be inserted, otherwise there is no result and no text is inserted. 

If we wanted different text to be inserted for a different Sale Source, we could include multiple conditions such as:

[IF [SaleSource] = "Trade Me" THEN "Thank you for winning the auction" ELSE IF [SaleSource] = "Webshop" THEN "Thank
you for purchasing from our website" ELSE "Thank you for the order"]

In this statement, if the Sale Source is 'Trade Me', then "Thank you for winning the auction" is inserted. If the first condition is false, then the second condition is evaluated, and so if the Sale Source is "Webshop", then "Thank you for purchasing from Webshop" is inserted. Finally, if neither of the conditions are true, then "" is inserted.

Available Macros:

[CardIsBusiness] - Displays 'TRUE' if card is business, 'FALSE' if card is not business.
[CardFirstName] - Displays name in this field, is blank if no name is present.
[CardLastName] - Displays name in this field, is blank if no name present.
[CardAlias] - Displays name in this field, is blank if no name present.
[CardContact] - Displays name in this field, is blank if no name present.
[CardAddress] - Displays address, is blank if no address present.
[CardCity] - Displays city, is blank if no city entered in field.
[CardEmail] - Displays email, is blank if no email is in field.
[CardPhone] - Displays phone number, is blank if no phone number is in field.
[CardCell] - Displays cell phone number, is blank if no cell number is in field.
[CardFax] -Displays fax number, is blank if no fax number is in field.
[SaleStatus] - Displays sale status, is blank if no status is in field.
[SaleLabel] - Displays sale label, is blank if no sale label is in field.
[SaleDate] - Displays sale date, is blank if no sale date is in field.
[SaleTimeSinceCreated] - Displays time since sale was created.
[SaleNumber] - Displays sale number
[SaleSource] - Displays sale source, is blank if no sale source is in field.
[SaleTrackingNumber] - Displays sale tracking number, is blank if no tracking number
is in field.
[SaleShippingMethod] - Displays sale shipping method, is blank if no shipping method
is in field.
[SaleShippingCost] - Displays the sale shipping cost, is blank if no sale shipping
cost is in field.
[SaleFee] - Displays sale fee, is blank if no sale fee is in field.
[SaleTotal] - Displays sale total, is blank if no sale total is in field.
[SaleGST] - Displays sale GST amount, is blank is no sale GST amount in field.
[WebshopName] - Displays the Name assigned to the Webshop in the settings.
[BankAccount] - Displays bank account details.
[MyAddress] - Displays address.