Copyable Text & Markdown

"Copyable" text — used for the default new-referral message and each popback step — is the message you intend to copy/paste (or send) when following up with a referral. It supports simple value substitution so you don't have to hand-write each one.

Value substitution

Use ${...} to pull in a value from the referral's form responses:

Hi ${response.first-name}, just following up on your referral!

Inside the curly braces, use response.<field id> to reference an answer, where <field id> is the Field ID shown in the footer of that question's card in the form builder. For example, a question titled "First Name" typically gets the field id first-name, so you'd write ${response.first-name}.

If you're not sure of a field's id, open Organization → Edit Questions and check the small text under the question card — that's the exact id to use.

See also: Building Your Referral Form, Follow-ups (Popbacks).