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Campaign Set Up - Smart Tags – For a New File

Smart tags are a feature that allows you to automatically populate your messages with values from your Excel© file.

Example Message with Smart Tags

The blue squares filled with text (e.g., [NAME]) are smart tags. They are entered into the message text by clicking on the smart tag you want on the right of the Message text field.

The column numbers for each smart tag correspond to the column number from your uploaded Excel© file. The values from each contact in your file are then pulled into the message when the campaign is sent, thereby sending personalized messages to all the contacts in your file based on the information regarding them contained in the file.

Delivered Example

The above example would be delivered as displayed below:

Creating Smart Tags for a New File

To create smart tags for a new file you are required to do the following:

  1. Format your Microsoft Excel© file with relevant information in the columns after column A. Column A must always contain the mobile numbers.

  2. Upload the file, please see the section on Select Excel© file.

  3. Scroll to the Message text field in Step 3. There will be no smart tags displayed yet.

  4. Click the Add column button to display the popup.

  5. Type the name you want to give your smart tag into the Column name field. NAME in this example. The actual name is only for your own reference and will not affect what information is pulled from your file. The smart tag will be assigned to column 2 (B) as it is the first column after the mobile phone number column. Click the Add column button.

  6. The smart tag will now appear on the right of the message text field.

  7. You can enter as many smart tags as you have columns in your file, by repeating the previous steps. The image below shows when a second smart tag for Column 3 (C) has been added, SURNAME.

  8. Click on the smart tags on the right to add them to your message text.

When you send this campaign now it will assign the name and surname of each individual contact to their message. This is assuming you have the correct names in Column 2 (B) and the correct surnames in column 3 (C).