SUMMARY

One of the placeholders options when creating campaign messages sequence is Dynamic Placeholder. It allows you to create incredibly personalised messages and requires a little bit more preparation.

How to create Dynamic Placeholders, please refer to the article here.

To use dynamic placeholders in a campaign message, the steps are outlined below:

  1. Click on the Campaigns menu.

  2. Choose the correct campaign.

  3. Go to the Steps tab and start creating a message. When you want to insert a Dynamic Placeholder, choose Dynamic Placeholder on the right-hand side

  4. In the pop-up screen select your pre-created dynamic placeholder from the drop-down list. It will appear in the box below.

  5. Delete the text "Type your message containing the", as you want to insert only the placeholder

  6. As some people may not have the pre-created placeholders, you can write an alternative generic phrase/word instead of the placeholder in the text box below. Make sure to delete the info text "Type your message without the placeholder". Add a generic word/phrase to substitute the chosen placeholder and click Add Dynamic Placeholder.

  7. The message should appear with the formula now.

Verifying the Message

After creating the messages, it is important to have an overview of the personal message. This can be done by following these steps:

  1. Go to the Campaigns menu.

  2. Select the campaign you are working on.

  3. Go to the People tab.

  4. Choose the person you would like to preview the message to.

  5. In the personal chatbox on the right, click on the blue eye icon.

This allows you to see all of the messages which will be sent from this campaign. Clicking on the red eye icon once again allows the preview messages to be hidden once again.


IN DETAIL

Dynamic placeholders allow you to create incredibly personalised messages and require a little bit more preparation

Note: you can use Dynamic Placeholders in the messages only if you have pre-created them in Placeholders menu prior. How to create placeholders is here.

👉 To use dynamic placeholders in a campaign message, the steps are outlined below:

  1. Go to Campaigns from the main navigation menu and start a new campaign

  2. In the campaign, in Steps tab, start creating the message:

  3. When you want to insert a Dynamic Placeholder, click on Dynamic Placeholder on the right-hand side:

In the pop-up screen select your pre-created dynamic placeholder from the drop-down list (a.). It will appear in the box below (b.):

Delete the text "Type your message containing the", as you want to insert only the placeholder:

As some people may not have the pre-created placeholders, you can write an alternative generic phrase/word instead of the placeholder in the text box below

(Make sure to delete the info text "Type your message without the placeholder" first). Click Add Dynamic Placeholder:

The message should appear with formula now:

Make sure to click Apply to save the messages.

👉 ALWAYS preview the message before activating the campaign.

To preview the message, go to People tab in the campaign, click on a person you would like to preview the message for. In the personal conversation window, click on the blue eye icon to preview the message:

If you are happy with the personalisation and finalised your campaign, you can now activate the campaign.



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