Creating an AutoText Entry

See Also

Talisma includes a set of built-in AutoText entries. Additionally, Talisma enables Users to create a set of user-specific AutoText entries.

For example, you can specify a shortcut, such as “Service” then create a corresponding AutoText entry, “We offer round-the-clock service. All you have to do is just call.” Talisma inserts this sentence into any message when a User types “Service” followed by pressing the space bar once.

Example   A User can create an AutoText entry, "Our service executive will be visiting you on <Today + x days>, and specify the value of x as 3. When this message is sent, the <Today + x days > will be replaced by the date corresponding to the day after 3 days.

You can also personalize an AutoText entry by inserting Interaction or Contact Properties into the text.

To Create an AutoText Entry

1.  From the Edit menu, select AutoText/AutoCorrect.

The AutoText/AutoCorrect dialog box is displayed with the AutoText tab selected.

2.  Click New.

The New AutoText dialog box is displayed.

3.  In the Shortcut field, type the shortcut for the entry.

4.  In the Expanded to field, type the text that will replace the shortcut. You can also format the text by using the formatting toolbar buttons.

5.  You can Insert Properties if you want to merge fields in the AutoText entry. The values in these fields are automatically updated when the AutoText entry is inserted in a message sent from Talisma.

a.  Click the Insert Properties button.

The Insert Properties dialog box is displayed. The List of Properties area lists the Interaction, Contact, and Message Objects, their associated Properties, and Properties of the Objects related to Interaction and Contact.

b.  Select the required Property from the List of Properties area. To insert date Properties, select a value from the Add x value box.

c.  Click Insert.

d.  Click OK.

The Property is inserted. If you insert a Property in an AutoText entry, Talisma updates the value of the Property when you insert the text into a message.

6.  To insert a list of Properties and predefined or custom related Object Properties, perform the following steps:

a.  Click the Insert List button.

The Insert List dialog box is displayed. The Select List to view Columns area lists the Interaction and Contact Objects, and Property Lists of their related Objects.

b.  Select the required related Object tab. A list of Properties that belong to the selected related Object is displayed in the Select Columns area.

c.  Select the required Property from the Select Columns area.

d.  Click Insert.

- OR -

Click Advanced to define advanced search conditions to narrow your search for Object items whose Properties must be merged in the message text.

e.  Click OK.

f.  Click Insert.

The Property list is inserted. If you insert a Property list in an AutoText entry, Talisma updates the value of the list when you insert the text into a message.

7.  Click Insert.

8.  Click OK.

9.  Click Close.

Note  Do not include special characters like '@#$%^' in the Shortcut field.