Drive 1:1 engagement with rich templates
and dynamic fields

Dynamic fields not only personalize your SMS and email templates, but also play a key role in contact segmentation. By storing structured data, like location, preferences, or purchase history, you can group and target contacts more effectively based on shared characteristics.

• Step 1: Set up your custom fields in the Contacts settings → Custom fields tab. When importing contacts, match your file columns to Textmagic’s fields and add any new ones as needed.
• Step 2: Once your custom fields are populated, you can create a new message or template and insert them using the Add dynamic field option. These fields will work in both SMS and email templates.
• Step 3: Send your message and check the History tab to see how each message was personalized. Dynamic fields will be automatically replaced with the correct data for each contact.

You can personalize bulk SMS messages by inserting dynamic fields (also called tags) directly into your templates. Here’s how to set it up:

• Step 1: Create your custom fields
  Go to Contacts → Contacts settings → Custom fields. Add any new fields you want (e.g., First Name, Company, Plan Type) and save. These fields will store contact-specific data.
• Step 2: Populate contact data
  When importing contacts, match the columns in your file to the correct custom fields. You can also manually add or edit field values directly in the contact profile.
• Step 3: Create your SMS template
  Go to the Templates tab and click Create new template. Write your message and insert dynamic fields using the Insert tag option (e.g., “Hi [FirstName], your order is ready!”). Give your template a name and save it.
• Step 4: Send your personalized messages
  Click Compose to write a new message. You can either type your text or load a saved template via Insert template. When you send the message, all tags will be automatically replaced with the correct contact data.

There are six types of dynamic fields that you can use:

• Text: Stores words or phrases, such as “City” or “Job Title”; best for descriptive data.
• Numerical: Stores numbers like “Visits” or “Customer Score”; ideal for counts, quantities, or scoring.
• Monetary: Stores financial values such as “Spent” or “Balance”; used for tracking money-related data.
• Date: Stores standard date values like “Signup Date” or “Last Purchase”; useful for time-based tracking.
• Single Option: Lets you select one value from a list, like “Plan” = Free, Premium, Enterprise.
• Multiple Options: Allows selecting multiple values from a list, like “Services” = Botox, Whitening, Cleaning.

Yes, you can create two versions of the same template: one for SMS and one with rich text formatting for email - keeping your message consistent across channels.

Template categories help you organize saved templates by use case (like Marketing, Support, or Sales) so you can easily find and reuse them. You can also create your own categories by clicking the New category button in your Templates dashboard.