STI Macro Generator — User Guide


Overview

The STI Macro Generator is a browser-based tool that generates standardized customer communication macros for different sales scenarios. Each tab contains a structured form that outputs a pre-written message with dynamically inserted variables.


1. Interface Structure

Tabs

The tool is divided into four tabs:

  • F2P → For Free-to-Premium conversions
  • Upsell → Upgrade to higher package
  • Plugins → Third-party integration offers 
  • X-sell → Add-on features 

Switch tabs using the top navigation bar.

2. How to Generate a Macro

Step-by-step workflow

  1. Select the correct tab (F2P / Upsell / Plugins / X-sell)
  2. Fill in all required fields:
    • Your name
      — e.g. Zuzka, Petra, etc.
    • Customer name
      — needs to be in 5th case, i.e. "pane Nováku"! Copy from CC communication or leave blank.
    • Project name
      — project.webnode.cz / domain.cz
    • Colleague
      — choose name of agent that customer communicated with previously from the drop down menu
    • Package / plugin / feature
      — choose offer 
    • Payment link
      — copy from user administration
  3. (Optional) Select relevant benefits (F2P & Upsell only)
  4. Click Generate
  5. The macro will appear in the output text area
  6. Click Copy to copy it to clipboard

3. Tab-Specific Behavior

F2P Tab

Used for converting free users to paid plans.

Inputs

  • Package selection (Mini → Business)
  • Your name
  • Customer name
  • Colleague reference
  • Project name
  • Domain
  • Voucher
  • Payment link
  • Benefits checklist

Special logic

  • Discounts:
    • Mini → 25%
    • Standard and above → 50%
  • Benefits are auto-aggregated based on package tier

Upsell Tab

Used to upgrade users to higher plans.

Inputs

Same as F2P except:

  • No domain field

Special logic

  • Fixed discount: 20%
  • Benefits are also aggregated by package tier

Plugins Tab

Used for selling third-party integrations.

Plugin options:

  • SimplyBook.me
  • Iubenda
  • Billdu

Inputs:

  • Plugin type
  • Your name
  • Customer name
  • Colleague
  • Project
  • Payment link

Output behavior:

  • Each plugin has a predefined message template
  • Variables are injected dynamically

X-sell Tab

Used for selling add-on features.

Feature options:

  • Autobackup
  • VIP Security

Inputs:

  • Feature type
  • Your name
  • Customer name
  • Colleague
  • Project
  • Payment link

Output behavior:

  • Each feature has a predefined message template
  • Variables are injected dynamically

4. Variable System

All templates use placeholders in this format:

{{variable}}

Supported variables:

  • {{agent}}
  • {{customername}}
  • {{colleague}}
  • {{project}}
  • {{package}}
  • {{domain}}
  • {{voucher}}
  • {{paymentlink}}
  • {{discount}}
  • {{benefits}}

If a variable is missing, it will render as blank.

5. Benefits System (F2P / Upsell)

Benefits are:

  • Loaded dynamically based on selected package
  • Displayed as checkboxes
  • Inserted into macro as bullet list

Format in output:

• Benefit text
• Benefit text
• Benefit text

6. Copy Function

Clicking Copy:

  • Selects the generated text
  • Copies it to clipboard
  • Shows confirmation alert