Within a bot, you are able to add template merge field names that will autofill when a message gets sent out via a Nivo instant message.
* Please note that these templates do not work for sending SMS messages or when freetyping in the message box; they will ONLY work within a Nivobot.
* Tip - you can combine different template merge fields within a Nivobot message to add some richer context for your customer.
(1) Names (example customer name: Emily Pham)
- {{name}} => replaced with customer's first name => Emily
- {{firstName}} => replaced with customer's first name => Emily
- {{fullName}} => replaced with customer's full name => Emily Pham
- {{lastName}} => replaced with customer's surname => Pham
To make a customer's name capital case, add a 'u' to the beginning of each of the template merge fields. For example:
- {{uname}} => EMILY
- {{ufirstName}} => EMILY
- {{ufullName}} => EMILY PHAM
- {{ulastName}} => PHAM
Use case example:
Hello {{name}}, welcome to our channel! ==> Hello Emily, welcome to our channel!
(2) Institution (example institution name: Nivo Support)
Hello {{institution}} => Replaced with the sender's institution name => Nivo Support
Use case example:
Welcome to {{institution}}. How can we help? ==> Welcome to Nivo Support. How can we help?
(3) Dates (example of today's date: January 4th, 2022)
- {{dd}} => replaced with the day (two digit format) => 04
- {{d}} => replaced with the day (one digit format if number less than one digit) => 4
- {{MMMM}} => replaced with the month (fully spelled out) => January
- {{MMM}} => replaced with the month (shortened name) => Jan
- {{MM}} => replaced with the month (two digit format) => 01
- {{M}} => replaced with the month (one digit format if number less than one digit) => 1
- {{yyyy}} => replaced with the year (full digits) => 2022
- {{yy}} => replaced with the year (shortened number of digits) => 22
* Note - This will ONLY grab the current day's date
Use case example:
Thanks for sending over the required info. We've received your request on {{MMMM}} {{dd}} {{yy}} and will look at this as soon as we can.
(4) Customer Numbers (example customer number: 123456)
- {{customerNumber}} => replaced with the customer number => 123456
* Note - only applicable for customer number on customers with one defined
(5) Agent Name (example agent name: John Doe) **For use with the SMS Invite configuration only**
- {{agentName}} => replaced with agent name that sent the => John Doe
*Note: Agent refers to the licensed user who is logged onto the Nivo console. Please also note that this template merge field does not work in Nivobot steps.
(6) Phone number
-
{{phoneNumber}} => replaced with the customer phone number
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