Personalized messages tend to perform better than a salutation of “Dear Member”. You’ll want to ensure that for whatever personalization you are attempting to insert, that corresponding field has been created.   Custom Fields are personalized keywords allow you to insert of keywords for each recipient to personalize an email or fax message. For example, this functionality may be used for a personalized greeting like: Hello John, since these values are inserted at the time of send it is especially important that you are mindful of your Custom Field usage, in particular that the originating data source contains correct information.

Personalizing Fax Messages

In the same way that you personalize email, you can use keywords in your fax documents to personalize them. However, only one document per batch uploaded may be a merged document, and it must be first in the upload list. After you have created your message, and selected the appropriate template, you will want to follow the steps below: 

  1. Create the Word document that you would like to merge, note that the only acceptable format for merged faxes is .doc.
  2. In your Word document, just like personalizing a Real Magnet email, you will want to place the fax keyword where you would like your personalization to go. (these keywords are available when uploading your fax document, you can also view them here).
  3. Save the word document without any spaces or specialized characters in the name.
  4. Create the fax message, and check yes for merge fax.
  5. Upload the document.

As with everything in Real Magnet, we recommend that you test your message before sending it to a group.

Troubleshooting

Why was there an incorrect value? 

Did you update the field? Custom Fields are all tied to the recipient, so whenever someone makes an update to that field for that recipient, whatever value we have at the time of send will be the value inserted.  A great way to prevent incorrect values is to utilize enhanced personalization and setting your fields to private.

Why was there a blank value? 

Did you update the field, or was the value blank in your CSV file? Custom Fields are all tied to the recipient, so whenever someone makes an update to that field for that recipient, whatever value we have at the time of send will be the value inserted.  A great way to prevent empty values is to utilize the default personalization tool by going to Contacts > Custom Fields > Personalization and inserting a default value.