Personalize email and text communication using Custom Merge Fields.

Setup

Custom Merge Fields are based on the Custom Fields created by your team account owner.

These fields affect the entire account. If there's a field you think would be useful for your team, reach out to your account owner to get it added!

Using Custom Merge Fields

This customized information can be added to any email or text template using the dropdown at the top-right of the composer. 

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The fields will automatically populate with the contact's information upon send. If the custom field is blank in their profile, no data will appear.

Additional Information

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