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Setting a Default Message

Your default message is the text that fills in automatically every time you create a link, so you are not retyping the same note. You can set it in the Back Office or in the iDecide Interactive app. The two are set separately, so update whichever one you send from.

The Default Message window in the iDecide Back Office, showing the message field and the available merge fields.

In the Back Office #

  1. From your dashboard, click Account.
  2. Next to Default Message, click change.
  3. Type the message you want in the Default Message box.
  4. Click Save.

In the iDecide app #

  1. Tap the gear icon at the top right to open Settings.
  2. Select Default Messages.
  3. Type your message under Default Text Message, Default Email Message, or both.
  4. Your message saves as you type. There is no Save button.

The app saves separate default messages for texts (short, casual) and emails (longer, more formal), then automatically uses the best match based on the app you choose.

Merge fields #

Drop any of these into your message and iDecide fills in the value automatically. They work the same in the Back Office and in the app.

{name}

The contact’s full name.

{firstname}

Just the first name.

{lastname}

Just the last name.

{url}

The presentation link.

The Your iDecide is ready window, showing notification options and the customizable message containing the personalized link.

Good to know: the next time you create a Personalized link, your message shows up already filled in under customize your message, with the name and link in place. You can still edit it before you copy. Any merge field you do not use is simply skipped.

Your default message shows up already filled in the next time you send. See Sending a Personalized Link.