V3: Using Merge Fields

Using merge fields to personalize your individual and group messages

Anne Heath avatar
Written by Anne Heath
Updated over a week ago

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.

Merge fields are no longer case sensitive. This protects people who type their data incorrectly (with lowercase instead of uppercase).

Here’s how to access and use these merge fields

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.

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