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Personalizing Texts

In this article we’ll go over how to personalize text messages in Voicent software.
This feature lets you insert contact-specific information, such as a first name, automatically so that you don’t have to craft a separate email for every customer or lead you engage.
Lets start off by going to Setup > Campaign > Messages as pictured below.
Once you’re there, make sure to click Text, and then click add.

bbt_msg

Now that you’ve clicked add, you should be taken to a page that looks something like the picture below. Go ahead and give the message template a name, preferably something you’ll remember later. Now, make sure to select the option labeled Personalized Message. After that, click continue.

bbt_msg_2

Now you’re finally there, you get to start personalizing the message. As you can see below, a personalized message exists of a combination of text and dynamically inserted CRM fields. For regular text, simply select text in the drop-down menu on your left. For a personalized contact field, select CRM field.

bbt_msg_3

There are a number of CRM fields to choose from, so get creative and see what kinds of combinations you can come up with!

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