Contact Name Merge Fields
Create personalized drip campaigns using a contacts name with our intelligent name merge field solution. You have three options to merge a contact's name:
Contact First Name
Contact Last Name
Contact Full Name
These fields give you the ability to create highly personalized and authentic campaigns that get the highest response rates possible in a smart way.
AI-Powered Name Replacement for Bad Words
Consumers often fill out forms with less than appropriate "Names". Nothing is worse than texting someone...
"Hi Leave Me Alone! Are you free for a call?"
"Hi F__K Off!
"Hi, DonaldDuck@aol.com!"
CallAction uses intelligent AI-powered name replacement with a fallback option.
"Hi Leave Me Alone! Are you free for a call?" > "Hi there! Are you free for a call?"
Our AI solution will verify names in real-time and give you options to select a "fallback" replacement if there is a match to over 2K bad words or less than appropriate "name" field.
Name Replacement Best Practices
The name fields can be used in any drip campaign you create.
We recommend using them primarily on drip campaigns where a user is filling out a form and you have a high degree of certainty it's correct.
We do not recommend using name fields in drip campaigns used primarily for phone calls.
How to Use the Name Merge Fields
Login to CallAction
Click on Tools
Click on Drip Campaign
Click on the green Edit Drip Campaign button
Place the cursor where you want to insert the merge field
Click on the Merge Field button
Search for "Contact_First_Name", "Contact_Last_Name" and "Contact_Full_Name"
Double click on the name field to use and it will be inserted in the campaign.
Set the Fallback replacement
If the name is suspect, you can set the fallback to replace option. The default option is to leave it blank, so keep that in mind when writing your campaigns. We do provide you with some other options as you can see from the image below
Blank = is empty and no extra space is added
Make sure your selected fallback will make sense in your message if the name is replaced.
You can learn more about drip campaign merge fields by clicking on the help icon. When you combine the name with our powerful message scheduling, you can create high-converting campaigns with ease.
Check out our drip campaign templates, which you can modify using name fields.
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