How to personalize an SMS message using dynamic tags

Modified on Mon, 08 Jan 2024 at 10:42 AM

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:

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