Bulk customization of messages

What is this article about?

Creating custom content for individual or batch messages is a great way to insert text, URLs, numbers, email addresses and so on into your messages so that when scheduling out content you can prefill custom fields into your messages which are unique to your audience/ clients.

This article guides you through how to setup custom fields within the Sendible dashboard.

Setting up a custom field

custom1c.png

1. Click on your Username on the top right side of the dashboard.

2. To setup a custom field, navigate to your settings and click on Company Settings.

 

C2.png

3. Then click on the Custom Fields option from the left hand side menu. Here you will see a table which will list all of your custom fields, after one is added.

4. Next, click on Channels.

5. Click on the New Field button of which a new pop-up will appear.

Tip:
You can create many different fields for different uses, like Website URLs, Phone Numbers/ Email Addresses, Custom location names(franchises), Promotion names, Promotion dates etc.

 

custom3a.png 

6. Here you can enter a Field title for your own reference.

7. You can set if the field is Mandatory or not.

8. You can select the Field Type from the drop-down menu. The options are: Text, Textarea, Password, List, Date, Time, URL, Numeric.

Tip:
We recommend choosing the following field types: Text, URL, Numeric, Date.

9. You can also set the Order of your fields.

 c3.png

10. Once you have set-up your Custom Field, go to My Services, where you can then select the services you wish to add the custom field to.

11. Click on the 3 dots on the right side of the service you want to add custom information for, and from the drop-down menu select the Tags option.

 custom5c.png

12. Add the custom information you wish to add within the relevant text box with the field name you added.  

13. Once saved, repeat this step for all other services you wish to add a tag for with the custom fields you have set-up.


Composing a message with custom fields 

custom6a.png

14. To add in your custom field into a message open the Compose box. Then click on the RSS, Content and Trends icon.

 

custom7b.png

15. You will then see a window appear with 4 different tabs. Select the Placeholders tab to find the custom fields you added earlier.

16. Then select Channel Tags to find your custom field.

 

custom8a.png

17. After inserting the tag you selected, you will see the placeholder tag for the Custom field in your Compose box. Once you’ve added all your services, content and custom fields you will be ready to post! 

Please Note:
The custom information will only be included if you have filled in a value for the tag belonging to the service within the list of services under My Services. Any services where the tag has not been added the custom URL field will not work.
Tip:
If you are using custom URLs you will want to switch off shortening links within your company settings under company preferences first before setting up your custom fields.

 

How to use custom fields within the bulk importer

custom9a.png

18. If you are looking to save time and use the bulk importer to compose messages with custom fields, this is possible but, before you can bulk import, you will need to follow the previous steps for setting up your custom fields. Form the Placeholders screen, add the related placeholder to the Compose box and copy this so that you get your unique identifier code.

Example: $custom_web_test_1_86889/page 1

You can then add this code into the messages you're looking to bulk import as needed so that the system automatically updates the messages to include the related tag information you've added for each service your posting to.

Please Note:
This code is an internal code used within Sendible to identify the custom field you have set-up for a service. Without this code you will not be able to bulk import messages with the custom fields you have set -up.
Tip:
For more information on how this works please speak to our Customer Success team at cs@sendible.com
Have more questions? Submit a request