Free Guide: Text Messaging Guide for Small Businesses

How to Personalize Your Text Messages

July 18, 2020
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Personalize Your Text Messaging

With SnapDesk you can drag and drop custom properties into your messages. We call these custom fields and they are great for personalizing your messages.

What You Can Accomplish with Personalization

Checkout some examples below of how you can use custom fields to personalize your messaging. Also be sure to checkout our full list of templates here: Text Message Templates

Texting Customers?

Hi {{CustomerFirstName}}, Thanks for purchasing {{ProductName}}! We'd love to know what you think of it so far!

Texting with Team Members?

Hi {{FirstName}}, Just sending an update regarding {{AssignedProject}}! Looks like {{TeamName}} has rescheduled the meeting to {{meetingDate}}

Texting with Volunteers?

Hi {{FirstName}}, Thanks for signing up for {{SelectedEvent}}! We are happy to have you on board. If you have any questions reach out to {{EventCoordinator}} at {{EventCoordinatorEmail}} or {{EventCoordinatorPhone}}.

How does Personalization work?

First, you are going to create custom fields in your SnapDesk account. These will be stored on each of your contact's profiles and you can edit them for specific contacts.

A Custom field can have 1 of 3 types.

Text: type freely into the field

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Select: limit the field to a dropdown of options

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Date: select a date, great for birthdays, holidays, vacation times

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Once you create a custom field you are going to edit the value of the field for each of your contacts. So, if you created a custom field for {{JobTitle}} you will now have to select the job title for each of your contacts.

Now that you have edited your contacts you can use any of these custom fields in your messaging.

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You can also save your message as a template. This way you can re-use this message and send it to groups or other individuals and each recipient will have their custom field values dynamically added to the message.

Still unsure of how to get started with Personalization? No worries - schedule a complimentary training session with SnapDesk here: Meet with the SnapDesk team