Personalizing Text Messages

Adding personalization to your messages is easy. Just click the + button to show the available merge fields and select one to insert it into your message.

You can also insert your integration merge field into the text message. The integration merge field will only appear if the Contact is actually connected to a contact in your integration.

Fallbacks

What happens if you're sending a Trigger message and there isn't a value for the merge field?

For example, if you add "Hi { first_name}" in your message but there isn't a first name for that contact, what do you do?

Fallbacks can be used in...

  • Triggers
  • Canned Messages
  • Business Hours autoresponder

Using a Fallback, Salesmsg will insert a message if there isn't a value available like...

If the name is available...

"Hi { first_name | 'there' }" would be "Hi Chris"

If the name isn't available...

"Hi { first_name | 'there' }" would be "Hi there"

To use a fallback, simple use this syntax to insert your fallback message.

{ variable_name | 'text' }

Using An Integration

You can also use Fallbacks when using an integration.

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