Personalizing Messages to Leads

Identify the lead to message and open the appropriate communication platform (email, text message, etc).
Determine the type of personalization needed (e.g. "first name", "day of the week", "office information", "appointment details", etc).
Use the appropriate merge field tag to add the personalization to the message.
To address the lead by their "first name", use the tag for "first name".
To add the "day of the week", use the tag for "day of the week, extended English".
To add "office information", click on the tag and select "account", then "full address" to insert the office address.
To add the "office email address", select "account", then "email". Note that this may add an extra space in the message.
To add the lead's "phone number", use the appropriate merge field tag and incorporate it into the message.
To add "appointment details" such as start date and start time, use the appropriate merge field tag and incorporate it into the message.
Once all personalizations have been added, send the message. The system will automatically grab the lead's information and insert it into the message.

Additional Notes

Always ensure that the merge field tag is correctly spelled and formatted to avoid errors.
Be mindful of any extra spaces added when using certain merge field tags.
Merge fields save time and ensure that the message is personalized for each lead.
Experiment with different personalization techniques to find what works best for your business.

By following this SOP, the user will be able to effectively personalize messages to leads using merge fields.