Insert a macro

Macros turn static text into content that fills itself in: recipients, names, dates or data from Google Sheets.

  1. 1.

    Create a new template, or select one and click Edit.

    Starting a new email template or clicking the Edit button on an existing one
  2. 2.

    Place the cursor where the macro should go and click Insert macro (the blue lightning bolt) on the toolbar.

    Selecting a location in the template and clicking the blue lightning bolt icon to insert a macro.
  3. 3.

    The macro list opens, grouped by category.

    A full list of macros organized into logical categories for easy selection.
  4. 4.

    Pick a macro, or find it with the search box, and click Select.

    Using the search box to find a specific macro command and clicking Select to add it.

Tip

Macros can work together: you can nest one macro inside another.

Nesting one macro within another to create complex, multi-functional automated actions.

The macro shows up in the template as a placeholder.

See also