How do I personalise automated messages in Clickmax?
You personalise automated messages inside an automation:
- Insert custom fields into the text (for example, the contact's name) so each send is filled in with that contact's data.
- Set conditions to narrow down who receives it (for example, send only to contacts without a particular tag).
- Add delays between the steps (for example, wait 1 day after an event before sending).
Related
- Automate messages
- Create your first automation
- Custom fields
- Automation triggers
- Change an email's template without losing content
If it didn't work
- The field comes out empty in the message: confirm the contact has that data filled in — see fields.
- The message does not go out to the people it should: review the conditions and the trigger on the automation.
- No contact receives it: check the sending channel in messaging.