Creating a Personalized Text Message in Conversations
Call-Em-All offers a personalized text messaging option that will allow you to add personalized fields to your new conversations such as first or last name.
How to Add a Personalization in New Conversation
Note: When starting a new conversation, you can add personalized text while creating your text message or after you have typed out your text message
- Select multiple contacts
- Start typing your text message and when you're ready to add a personalized field click the Personalize icon.
- You can add a first name, last name, and/or notes field to your text message. If your contact does NOT have a first name, last name, or note field associated with their contact record you have the option to add an Alternate Text value.
- Once you have completed your text with the personalized fields, click Apply Personalization.
- If you have any contact records missing a personalized field, the system will show you have issues found by putting the contact record in red for you to resolve.