Custom fields as automation Tag

Update – Contact Custom fields are available as tags

Use case – Easier for Agents to auto-populate custom fields data of the contact

Process:

• Navigate to any Engagement feature, for example – an email campaign.         
• Click on Create under email campaigns.

• Now click on the Tags from the right pane to view the list of tags, including the custom fields.

• Choose the desired tags to add to the campaign.

Note: The custom field tags can be used in the following communications:

1. Email Campaign
2. Bulk Text
3. Automation
4. Send Email and Text from Create List
5. Templates
6. Contact 360 – SCD
7. Pipeline – SCD
8. Emails via templates
9. Texts via templates