Personalizing Email and SMS Text Messages

You are able to personalize any Email Message or SMS Text with any data field from a constituent's profile. Once delivered to a SmartList, the communication will display the personalized information for that individual constituent. 

We recommend personalizing every communication with the constituent's first name.

How to Use

  • Select your preferred SmartList 

  • Select Options 

  • Select Email or SMS Entries 

  • Draft and format the email as desired 

  • To look up Personalization Fields, select Reference

  • Copy and paste the Personalization Field shortcode (it will look like: {$labels.first_name})

  • When ready, press Submit to queue up delivery!

Last modified on July 13th, 2020