In Campaign Customization, you can edit the SMS and use a variety of Merge Tags to dynamically customize the content in the message.

  • Contact - First Name

  • Contact - Full Name

  • Assigned Staff - First Name

  • Assigned Staff - Full Name

  • Account - Name

  • SMS - Appointment CTA

While most of these are self explanatory, the SMS - Appointment CTA needs some more context.

When you include the SMS - Appointment CTA in the message, it will display as  {{ sms_cta.block }}. This dynamic text will pull in a link to book an appointment during the New Lead Campaign. If they already have an appointment booked, it will not merge the link.

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