All Collections
Essential Training - Start Here!
Introduction to using personalisation
Introduction to using personalisation

How to use personalisation in your email, marketing and SMS

Abbey Garland avatar
Written by Abbey Garland
Updated over a week ago

Using personalisation is a great way to make sure your communication with patients is engaging by dynamically inserting information specific to the patient - such as their name, the practitioner they are seeing or the appointment type they have booked (plus a whole lot more).

🤷‍♀️ What does personalisation look like?

Personalisation looks different for you (the sender) and the patient (the receiver). We use text that is coded to input information from the patient's file into the message we are sending them. These texts are called variables.

For you, a variable will look like this:

Hi [patientfirstname],

For a patient named Michelle it will look like this:

Hi Michelle,

🤷‍♀️ When can you use personalisation?

You can insert personalised variables in almost every aspect of your communication. Some examples are:

  • In Subject lines for your emails

  • In the Sender name for your emails

  • Inside your Transactional (smart) email templates

  • In an SMS body

  • In Campaigns and Automated Journeys

🤷‍♀️ How do you use personalisation?

Depending on where you are using the personalisation will depend on what you need to know. Here are 3 articles to show you how to use them, as they differ slightly depending on what you are sending:

In these articles, you will get in-depth information on how and when you can use them in these situations. It is a good idea to keep these articles handy when you are setting up your SMS, email and Automated Journeys and Campaigns.

If you have further questions on personalisation, please let us know.

Did this answer your question?