A great way to personalize your text messages—especially when sending a message to a group—is by using our merge fields option. Typically, group messages have to be more generic since so many people are receiving the message at once—and that can make it feel very impersonal. Using merge fields, helps to make it feel like you are sending an individual message to each person. You can use merge fields in single or group messages, in Data Captures, and Automated Message Campaigns. Anywhere you see this icon, it can be used:

With the click of a button, you can automatically insert the recipient’s first name, last name, email, phone number, or birthday. NOTE: It would be useful to use all of these merge field options when sending a message to all of your contacts for them to confirm or update their information.

Here’s how to access and use these merge fields

Using V3?

Using V2?


USING V3?

Click on the plus sign (blue arrow in image below) to open the menu.

Click on Add Merge Fields (turquoise box in image below).

The Select Merge Fields box will pop up (see image below).

Choose the merge field(s) you wish. Then click Done.

You can see that the selected merge field(s) has/have dropped into your message (see image above.


USING V2?

When you are typing your message, whether you are sending to a group or an individual, you can find the Merge Field icon in the conversation box (red circle):

Click on this icon to activate this option. (The icon will change color - see below image.) The merge fields available will be displayed. Now, click on the merge field you want to drop it into your message. Let's click on First Name (red box).

You can see that the selected merge field has dropped into your message (red arrow):

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