Update – Contact Custom fields are available as tags
Use case – Easier for Agents to auto-populate custom fields data of the contact
- 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:
- Email Campaign
- Bulk Text
- Send Email and Text from Create List
- Contact 360 – SCD
- Pipeline – SCD
- Emails via templates
- Texts via templates