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Here are release notes for the latest features and enhancements from Yext (formerly Hearsay Systems). Click Subscribe to Updates to have future updates delivered to your inbox.

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Actions
2 years ago

Enable new Actions variables in message templates

Clients are more likely to respond to a message containing specific information directly linked to an inquiry, for example, a car make and model. To increase the likelihood a client will respond to a message, there are several new variables that can be included in an outgoing message using the Actions workflow. Admins can include the new variables in message templates, and external CRMs or Lead Management Providers then send the corresponding values that match the variables to be included in the message via API. If a value is missing for a variable, Actions doesn’t send a message.

The new variables that can be included in message templates are as follows:

  • Dynamic Agent's Nick Name: @{dynamicAgentNickName}
  • Dynamic URL: @{webUrl}
  • Contact's Vehicle Year: @{contactVehicleYear}
  • Contact's Vehicle Brand: @{contactVehicleBrand}
  • Contact's Vehicle Model: @{contactVehicleModel}
  • Contact's City: @{contactCity}
  • Contact's State: @{contactState}
  • Contact's Zip Code: @{contactZip}
  • Policy ID: @{policyId}

To add new variables to the API requests that trigger the start of Action workflows, contact your Customer Success Manager. After that, the new variables can be included in message templates.