Personalizing an SMS message (using dynamic tags) can increase engagement and improve the overall customer experience. 

How to personalize an SMS message

• Navigate to the Messaging menu
• Choose the Messages tab
• Click New Message and choose SMS, or edit an SMS draft
• In the Message text box, compose your message. 
• Click Insert dynamic tag
• Click Add dynamic tags

• Click Download this CSV file, to export a file containing the list of recipients for this message. Note that this exact file must be used.
  

• To add a custom tag, like a unique code or unique URL, add and label a new column in the CSV file, then add the values for each contact. You can add multiple columns with values.
• Save the file once populated.

• Drag and drop the saved file into the drop box, or click to browse and upload the file from your saved location.

• Click Import fields
  

• You can now add the fields to your message. Place your cursor in the spot where you would like to add the personalization field.
• Click Insert dynamic tag then choose the field(s)

• When using dynamic tags, you should always add fallback values to be used if the value for that field is blank for any recipient.

How to test your dynamic tags

• Go to Step 3: Summary in the email.
• On the right-hand side, showing the mobile preview, click preview dynamic tags and an example will be shown of what the tags will look like:

Still need help?

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