What Are Reference Names?

Reference Names let you control how people are referred to in alerts and notifications across Zemplee.

Each Member Profile includes:

• Reference Name for Users (default: Member or Resident)
  Reference Name for Family (default: Loved one)

These fields allow you to replace generic terms with language that fits your organization — for example:

• “Resident”
• “Client”
• “Patient”
• “Mom” or “Dad”

Once set, these names are automatically used wherever the corresponding token appears in alerts and notifications.

How Reference Names Work

Reference Names are:

• Defined once in the Member Profile
• Pulled dynamically into alerts using tokens
• Applied consistently across all alert descriptions and notifications

Key Token: $member

On the Alert Descriptions page, you’ll see tokens like:

This token does not mean the word “member” literally.

Instead, $member acts as a placeholder that:

Looks up the Reference Name set in the Member Profile

Displays that value in alerts

Example

If the Member Profile is set to:

Reference Name for Users = Resident

Then an alert containing (in the alert description):

Will display as:

If you later change the Reference Name to Client, the same alert will automatically update to:

No alert text needs to be edited.

Where to Change Reference Names

To change how Members or Family are referenced in alerts:

Go to Member Profile

Locate:

Reference Name for Users

Reference Name for Family

Enter your preferred terminology

Save changes

✅ This immediately affects all alerts and notifications that use the corresponding token.

Where Not to Make Changes

❌ Do not edit alert text to replace $member with a different word
❌ Do not try to rename the token itself

Tokens like $member are system variables.
The displayed word is controlled only by the Reference Name fields.

Why This Design Matters

This approach ensures:

• Allows different Members to use different terminology if needed.
• Consistent language across all alerts
• No need to re-edit individual alert messages
• Safer customization without breaking templates

Quick Summary

Reference Names define the words

Tokens insert those words dynamically

Change terminology in Member Profiles, not alert text

$member always points to the Member Profile’s Reference Name