Custom contact fields in Aloware allow users to add specific contact information as variables in SMS messages, simplifying personalized communication for single messages and SMS campaigns. This guide explains how to set up and use custom contact fields in Aloware Talk, Broadcasts and Sequences.
Why use custom contact fields?
Manually entering individual contact details for each recipient can be time-consuming and prone to errors. Custom contact field variables automate this process, allowing for more efficient communication, particularly in large-scale SMS campaigns.
How can a business admin use this?
Business admins can configure custom contact fields to streamline message personalization for all account users. Here’s how:
Go to account > custom contact fields
Access the admin settings to create or manage custom fields. Add a field name like “Facebook Account” or “Preferred Product,” and specify the data type (e.g., text, email).
Sync with external CRMs (HubSpot and Zapier)
Aloware’s custom fields can be synced with CRMs like HubSpot and tools like Zapier. This integration keeps contact information consistent across platforms, allowing automatic updates to appear in Aloware as CRM data changes.
Enable variables for SMS
After creating fields, these can be used as variables in SMS messages, allowing all users to insert contact-specific details automatically, enhancing communication consistency and reducing manual work.
Access in contact details
Custom fields appear within each contact’s profile. When filled, these details match their associated variables, ensuring accurate data is included in messages.
Webhook integration
Custom fields are available in webhook event payloads, enabling data to be transmitted to external systems when certain events occur in Aloware.
How can an average user use this?
Users can use these custom contact fields when sending SMS messages by following these steps.
How does this relate to our other tools?
Custom contact field variables work with Aloware's other functionalities including broadcasts and sequences. This integration allows for the personalization of large messaging campaigns and automated sequences, ensuring each message feels relevant to its recipient.
These capabilities enhance Aloware's customer relationship management features across multiple communication channels.
What important configuration does this take?
Before utilizing these custom contact field variables in SMS messages:
Create custom contact fields
Go to account > custom contact fields and create a new field. Enter a field name (e.g., “Facebook Account”), select the data type, and click Save.Adding variables in SMS Messages
When sending an SMS in Aloware Talk, click the add variable icon in the message box.
Select the desired custom field from the dropdown. For example, choose “facebook account” to insert that detail.
Compose your message using the variable, and Aloware will pull in the corresponding value for each contact.
Using variables in Broadcasts and Sequences
When creating a Broadcast or Sequence, use the variable options to personalize each message.
Insert custom fields like first names, contact details, or account links to make each message relevant to the individual recipient.
