Personalise messages with your contacts' details

Owned by Matt Kepple
Last updated: Jan 18, 2024
2 min read

You can personalise messages with your contacts' details from the following places

Automations

Automation Actions

Automation Actions to send messages

  1. Automation Action to Message Contacts via SMS - personalise the SMS Automate sending an SMS to a contact

  2. Automation Action to Message Contacts via Email - personalise the Email Subject Line and Email Message Automate sending an email to a contact

Automation Actions to send survey invitations

To Contacts

Automate sending a survey to a contact

  1. Automation Action to Send Survey to Contacts via SMS

    1. Personalise the initial SMS message

    2. Personalise the reminder SMS messages

  2. Automation Action to Send Survey to Contacts via Email

    1. Personalise the initial Email Subject Line and Email Message

    2. Personalise the reminder Email Subject Lines and Email Messages

To Observers (360° Perspective Providers of Contacts)

  1. Automation Action to Send 360° Survey to Perspective Providers (Observers) via SMS

    1. Personalise the initial SMS message

    2. Personalise the reminder SMS messages

  2. Automation Action to Send 360° Survey to Perspective Providers (Observers) via Email

    1. Personalise the initial Email Subject Line and Email Message

    2. Personalise the reminder Email Subject Lines and Email Messages

Survey Invitations sent manually

To Contacts

Send a unique survey link to a Contact (via Email, Manually or SMS)

  1. Send Survey Invitations to Contacts via SMS

    1. Personalise the initial SMS message

    2. Personalise the reminder SMS messages

  2. Send Survey Invitations to Contacts via Email

    1. Personalise the initial Email Subject Line and Email Message

    2. Personalise the reminder Email Subject Lines and Email Messages

To Observers (360° Perspective Providers of Contacts)

Collect responses to a 360° survey

  1. Send 360° Survey Invitations to Observers via SMS

    1. Personalise the initial SMS message

    2. Personalise the reminder SMS messages

  2. Send 360° Survey Invitations to Observers via Email

    1. Personalise the initial Email Subject Line and Email Message

    2. Personalise the reminder Email Subject Lines and Email Messages

Broadcast Messages sent manually or scheduled for a specific time and date

Send a bulk SMS or Email to a group of contacts immediately or scheduled for later (i.e. send a Broadcast)

  1. Broadcast message sent to contacts via Email - personalise the Subject Line and Email

  2. Broadcast message sent to contacts via SMS - personalise the SMS