Magic tags allow you to automatically populate information. These convenient tags exist in various portions of CoachAccountable.
As an example, [loginLink] is the most common one you'll see around. What does it do? It automatically generates a unique, one-time-use login link for one specific client, which skips right over the username and password screen and gets them all the way in.
Which Magic Tags Can I Use?
Wherever a magic tag is available, it will show for you. If you're using a tag from another portion of the system in a different area, it likely will not work. Only certain magic tags are available in certain places, so you won't find a central library of available magic tags.
Imagine the tag [invoiceNumber] in the body of a Worksheet - the system wouldn't know what information to plug in, because it isn't in any way related to an invoice. Thus, only related and fillable magic tags will show for you in a given place.
Troubleshooting Magic Tags
If your magic tags aren't working, take a look at these things.
Are you sending yourself a template?
Template tests, since they don't have any real information to pull from, will fill in with dummy data.
Are you using an available tag?
As mentioned above, tags can't be used randomly and must be provided for your use. If you don't see the tag as available, it likely won't work!
Is the tag exactly right?
The tag must be exact; for instance, the [loginLink] tag must be exactly that: a set of brackets, lower case first L, upper case second L. Any change to this, such as (loginLink) with parentheses instead of brackets, will break the link.
As a pro tip, anywhere you see an available tag, you can click on it to have it added right into whatever you're editing (saving you the trouble of making sure every character is exactly right).
Did you replace the magic tag with something else?
Sometimes, in a misunderstanding of the way magic tags work, coaches take it upon themselves to populate the data where the tag should be. For instance, if you removed a magic tag for [clientFirstName] and replaced it with "Amy" in a message template, every client will receive the email with the name "Amy" instead of their own name!