Personalize Messages Using Custom Fields

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Custom Fields play a key role in managing your customer data. Not only does it give you enormous flexibility when it comes to collecting or importing data, it also lets you quickly and easily personalize each message in a mass text campaign.

Learn all about custom fields in this step-by-step help center article. 📖

Video Transcript

Hi there, and welcome to SimpleTexting Academy! Today we’re going to show you how to personalize your texts using custom fields.

First, go to your “Subscribers” panel. Click “Custom Fields” at the top right.

Here you’ll see several fields which we include by default, such as First Name, Last Name, and Email. But what if you want to add a field that’s specific to your business?

Creating Custom Fields

Click on the type of field you want to add at the top. For example, let’s say we want to include a field called “Department Name”. We’ll click “Text” and type out “Department Name”.

Maybe you’ll want to segment your audience based on location. In that case, it would be a good idea to add a zip code field.

In order to populate these fields with information, you’ll need to either use our data collection tool, import info, or add it in manually.

Insert Fields Into Messages

Let’s put our custom fields to use in an actual message.

Go to “Campaign” and click “New Campaign”.

Let’s imagine we’re sending out an announcement about an employee get-together. We’ll type out our message:

“Hi there,”

Okay, here we’ll include the contact’s first name. Click custom field, and choose “First Name”.

“our get together for the…”

Okay, now here let’s include the Department Name field that we created. Click “Custom Field”, then click “Department Name”.

“[Department] is Friday, January 4th at 7 pm. Hope to see you there!”

Sending Your Customized Message

Now when you send out a campaign with custom fields, the fields will be replaced with the actual information. So this text may read something like…

“Hi there Joe, our get together for the Marketing Department is Friday, January 4th at 7 pm. Hope to see you there!”
Just choose the list you want to send your message to, and click “Next”. You can either schedule your campaign for later, or send it immediately. And you’re done!

Now you know how to send mass texts while giving each one a personalized touch.

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