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Using Dynamic Text

A dynamic text tag is a string of text that can dynamically change based on information that lives in a different place, like your CRM or the customer’s profile page in Arrows.

Last updated on February 11, 2022

Arrows templates are the starting point for documenting your onboarding process. Having that strong foundation makes it easy to create a mutual action plan for each of your customers. A well thought-through template ensures you have consistency when it comes to communicating the next steps in your process.

From that starting template, however, you’re likely still finding yourself customizing pieces of the plan. You might be adding a unique calendar link to a task, adding a customer’s or coordinator’s name into a description, or editing a phase to include information unique to that customer’s account. This all takes time, delaying you from sharing the plan. It also leaves room for human error in that editing process.

Fret not, Arrows’ Dynamic Text tags are about to make your life a whole lot easier by helping you automate and streamline these manual edits.

What is a Dynamic Text tag?

At its core, it’s a string of text that can dynamically change based on information that lives in a different place, like your CRM or the customer’s profile page in Arrows.

When you create a template, you can now add Dynamic Text tags that automatically update with information respective to a customer when you use that template to create a plan.

The most basic example is filling in a customer’s name throughout a plan. Using the tag {{customer.name}} in a template automatically updates your plan to show that customer’s name.

In the example below, you can see the template on the left side and the deployed plan on the right side. “AcmeCo” is the name of this customer and it’s populated everywhere the {{customer.name}} tag was used in the template. You’ll also notice that “Shareil Nariman” is added as the coordinator’s name. Instead of having to manually edit those 3 items when you create a plan from a template, these tags do the work for you!

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Where can Dynamic Text tags be used?

You can add these tags to the name and description fields for your Plans, Phases, and Tasks. You can also use them within the name and URL fields for your Action Buttons

What types of Dynamic Text tags are available?

Today, you can use tags that correlate to information about your customers and your plan coordinators.

For coordinators...

You can use these tags to populate a coordinator’s name, email, calendar link, or phone number.

Start by updating this information for each Team Member you have in Arrows (Settings→Team→Edit Settings)

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Once you’ve made those edits, you can put those dynamic tags to use. In the example below, you can see the template on the left side and the deployed plan on the right side. The coordinator’s email and phone number are pulled in automatically from that team member’s setting page above.

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Using the tag for a coordinator’s scheduling link ({{coordinator.calendar_url}}) will automatically update that action button to point to the scheduling page for the respective coordinator on that plan.

If you have a team of 5 coordinators, they only need to save their calendar URL one time in the settings and that respective tag will make sure the right link is attached to the plan whenever they are the coordinator.

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Here are the available tags for coordinator attributes:

  1. {{coordinator.name}}
  1. {{coordinator.email}}
  1. {{coordinator.calendar_url}}
  1. {{coordinator.phone_number}}

For customers...

In the first example, we talked about the basic example of pulling in a customer’s name. But this is where the power of Dynamic Text tags really shines. You can now manually add customer attributes to every customer you add in Arrows within their respective profile page. If you’re using Salesforce or Hubspot as your CRM, you can skip this manual step all together and leverage our direct integrations to pull these attributes into Arrows. Here is an example of a handful of attributes for “AcmeCo”

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In the example below, you can see the template on the left side and the deployed plan on the right side with these tags in action. The plan is automatically updated to reflect the custom attributes from the values in the above screenshot.

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Here are the available tags for customer attributes:

  1. {{customer.name}}
  1. {{customer.website}}
  1. For all custom customer attributes, use the format {{customer.x}} where x is the name of the customer attribute.
    1. For example, if the custom attribute is “region” the tag would be {{customer.region}}
  1. If the custom attribute has spaces, use underscores to replace the space or brackets to enclose the attribute name.
    1. Using underscores, if the custom attribute is “account executive” the tag would be {{customer.account_executive}}
    2. Using brackets, if the custom attribute is “account executive” the tag would be {{customer['account executive']}} - Note: be sure to use similar capitalization if you’re using this format

If you head to the Settings tab of any template or plan, you can see all available tags under the Dynamic Text tab. Use the “copy” button while you are building and editing to quickly paste tags where you need them.

We’ll also give you a notification and highlight any tags that are used in your plans but are missing values for that respective custom attribute.

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The ability to automatically add customer and coordinator attributes throughout your templates helps you share your plans more quickly, customize each plan for each respective customer, and remove the potential for human error along the way.

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