Personalized Text Messages

With the Enhanced Text Message Package, you can add your donor's names and any added elements into your text message to provide a more personal experience.

Note: The Enhanced Text Messaging capabilities are part of our Advanced package. For more about this package and to upgrade, please contact your Account Manager.

Go to Communication & Marketing > Messages

Communication & Marketing > Messages

Type you message as you normally would.  Place the cursor where you would like to insert the name and select Personalize to open the Insert Contact Info box.

Personalize

Insert Contact Info Window

Choose the Contact Field you wish to insert. This function only supports First and Last Names of your constituents and any extra information you have set up to collect from your forms. It does not support any "standard" collected data like address or email (only their name).

Insert Contact Info Dropdown

If you have a contact that does not have that field (such as first or last name) then you can insert a word or phrase to use instead in the If missing info use section. Make sure the word you choose makes sense!

Click Insert and it will add it to your text message.

Continue to build your message normally and send your personalized text to your supporters!

Complete Text

This function supports:
  • First names of up to 12 characters
  • Last names of up to 13 characters
  • Custom Elements up to 15 characters

Which, according to our research should allow for the vast majority of fields. If you have a supporter with a longer name it will default to the "missing" phrase, just like a record without a name would.