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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.

MessagesUpdated November 14, 20221 min read

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!

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