You are able to personalize any Email Message or SMS Text with any data field from a constituent's profile. Once delivered to a SmartList, the communication will display the personalized information for that individual constituent. 

We recommend personalizing every communication with the constituent's first name.


How to Use

  • Select your preferred SmartList 
  • Select Options 
  • Select Email or SMS Entries 
  • Draft and format the email as desired 
  • To look up Personalization Fields, select Reference
  • Copy and paste the Personalization Field shortcode (it will look like: {$labels.first_name})
  • When ready, press Submit to queue up delivery!