How to Personalise Communication Using Custom Fields

Utilize custom fields for personalized communication across SMS, WhatsApp, and email.

1. Understand Custom Fields

Custom fields store data related to a contact, such as their name or form responses.

2. Using Custom Fields in Messages

Custom fields can be inserted into SMS, WhatsApp, or email communications to make them personalized.

3. Automate Messaging

In your automation workflows, you can use custom fields to send personalized messages. For example, use a contact's first name.

4. Choose Communication Type

Select whether to send an SMS, which may be converted to WhatsApp if available, and insert custom values.

5. Customize in Campaigns

For email campaigns, use the design editor to insert a text box and pull in custom values.

6. Ensure Personalization

Use custom data like form answers to personalize all communications with your contacts.