Using Personalization Tags for SMS Texting

Using Personalization Tags for SMS Texting

Use personalization to ask your contacts for information such as their name, email, zip code by adding a hashtag to your message. The system will then record the information to their profile. For example, use the #email personalization tag to request a contact's email address, i.e. "Reply with your #email." The system will record the user's email when they reply. The user must reply with their email only. You can add the tag yourself and select them from the message menu.

 

  1. When creating a message look for the options at the bottom and click on the "#" symbol:

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  2. A pop-up will appear with a list of available personalization tags with their description and example of how to use each one:

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    - #address: Use this tag to request a user's address, i.e. "Reply with your #address." The system will record the user's address when they reply. The user must reply with their address only.
    - #birthdate: Reply with your #birthdate using this format mm/dd/yyyy. The system will record the user's birthdate when they reply. The user must reply with their birthdate only in mm/dd/yyyy format.
    - #email: Use this tag to request a user's email address, i.e. "Reply with your #email." The system will record the user's email when they reply. The user must reply with their email only.
    - #firstname: Use this tag to request a user's first name, i.e. "Reply with your #firstname." The system will record the user's first name when they reply. The user must reply with their first name only.
    - #gender: Use this tag to request a user's gender, i.e. "Reply with your #gender." The system will record the user's gender when they reply. The user must reply with their gender only.
    - #lastname: Use this tag to request a user's last name, i.e. "Reply with your #lastname." The system will record the user's last name when they reply. The user must reply with their last name only.
    - #state: Use this tag to request a user's state, i.e. "Reply with your #state." The system will record the user's state when they reply. The user must reply with their state only.
    - #zipcode: Use this tag to request a user's zip code, i.e. "Reply with your #zipcode." The system will record the user's zip code when they reply. The user must reply with their zip code only.


  3. Select your desired personalization tag to add to your message. You can only select one tag per message. Using more than one tag will cause the information of only the first tag to be added.

    Optional: You can also add a personalization tag to your message by adding the "#" symbol before a word that matches a personalization tag.

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  4. When the user replies with the information requested, it will get recorded in the system. 
    Note: You may have to reload your browser to view the updated information of the user.

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