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Personalization and Dynamic Content in SMS

In the SMS edition, you can create content that adapts depending on which recipient receives the SMS. 

There are 2 methods:

  1. Customization: Displaying the value of a field from the contact's profile (e.g., display the first name: "Hello Emily,").
  2. Dynamic content: Displaying a dynamic content that adapts depending on the contact's profile or other behavioral data (e.g., a content that is different for men and women). 

You can use these 2 methods in the Library section:


Customization 

In the Customization section, you can add the value from a field of the recipient's profile. Select the field (the value to add) and click Insert:The code (in DI# language) will be added to the body of the message where you place your cursor. You can preview the message in the Test section by selecting a contact in Preview with a contact.


Dynamic Content

You can insert a content that displays only if the contact meets a condition. If the contact doesn't meet that condition, we can display a generic alternative content. 

In Dynamic content, add the content to display when the contact meets the condition and indicate the condition, then add an alternative content if necessary: In this example, a content (If) is shown to contacts with the value "Toronto" in the city field in their profile. If the value for the city is differen or empty, the contact will see the alternative content (Else). It is not required to have a content for the Else, however. it recommended to have an alternative content (fallback) in the case in which the contact has no value in that field.

After clicking insert, the code (in DI# language) and the text to display will be added to the body of the message where you placed your cursor. You can preview the message in the Test section by selecting a contact under Preview with a contact.

Tips to avoid an empty personalization
When you insert personalization, make sure to choose a field that contains a value to avoid personalization that doesn't display. To make sure it doesn't happen, you can indicate a default value (the most frequent value) or force the addition of a value when creating a new contact:To edit fields, go to:
Project → Data Management → Project Fields

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