Here we will show you how you can automatically fill in your customer's information in your messages to them, by using customer fields in your message templates.
crowdEngage can take customer information directly from your ticketing system and use it to personalise your messaging. you can use just about any information about the customer that your ticketing system exposes via its API.
Here is a short list of common fields one could use:
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customer.first_name
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customer.last_name
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customer.full_name
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customer.phone_number
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customer.email
For example:
Hello {{ customer.first_name }}!Would output:
Hello John!You can see examples of how you would use these in our flow templates here
Other fields
You can also include information about customer subscriptions and tags, or anything else that your ticketing system includes in its communication with crowdEngage (for example custom fields or attributes). Please contact support for help with these merge fields as they can be a little tricky.
Blank fields
Be aware that fields might well be blank if they aren't required in your ticketing system! If you want to avoid this, you could use an if/else statement to check whether the field is blank or not before you use it.
Something missing?
If there's a field you'd like to use that isn't listed here, please let us know and we'll see what we can do.