Personalized SMS: Merge Contact Data into Every Outbound Text
Use merge fields to pull contact name, service type, appointment date, and custom CRM data into every outbound text. Each contact receives a message that references their specific details.
How It Works
Write your SMS template with merge fields — Hi {first_name}, your appointment is on {appointment_date}. Frontdesk fills in the fields from the contact record before sending.
- Merge fields for name, service, date, and custom fields
- Fallback values for missing data
- Preview per contact before sending
- Works for one-off sends and sequences
- Personalization in bulk SMS campaigns
Who Uses This
Appointment confirmations
Include the contact name and appointment date in every confirmation text.
Quote follow-ups
Reference the specific service the contact requested in the follow-up text.
Birthday or anniversary messages
Send a personalized text on the contact relationship anniversary using a custom date field.
Frequently Asked Questions
What merge fields are available?
Standard fields include name, phone, email, and appointment data. Custom CRM fields are also available.
What if a merge field value is missing for a contact?
Fallback values substitute in for any missing field.