How to create templates and custom fields in TextMagic Messenger

Custom fields are simply extra information markers that you can add to a list of contacts. These will be added to the existing fields ofname, mobile number, email and company.

You can create any new field you like – for exampledate of birth, location or job title.

You can use the information from custom fields as tags to help you send personalised bulk SMS.

Templates can be created to save you time and effort when a similar message format is often required.

To create a new template:

  1. Log in to TextMagic Messenger.
  2. Right click on Templates.
    Create template
  3. Click Create a new template.
  4. Give your template a name.
  5. Write your message.
  6. Click Save.
    Template content

To edit a template:

  1. Go to Templates.
  2. Find the template you want to edit.
    Editing template
  3. Right click on the template and click Edit.
  4. Update as required.
  5. Click Save.
    updated template

To delete a template:

  1. Go to Templates.
  2. Find the template you want to edit.
  3. Right click on the template and click Delete.
    deleted template

To send SMS straight from the Templates page:

  1. Go to Templates.
  2. Find the template you want to use.
    find template
  3. Right click on the template and click New message from template.
    send sms from templates
  4. Change message if required.
  5. Click Send.

To add a custom field:

  1. Log in to TextMagic Messenger
  2. Go to Tools then Preferences.
  3. Click on the third tab – Custom fields.
    custom fields
  4. Create up to six custom fields.

Please note, if you import your own Excel contact list, you will need to merge the fields from your list with the custom fields.

Learn how to import contacts.

To delete a custom field:

  1. Log in to TextMagic Messenger
  2. Go to Tools then Preferences.
  3. Click on the third tab – Custom fields.
  4. Delete the custom field name.

Please note that all data linked to a deleted custom field will be permanentlydeleted.

To edit a custom field:

  1. Log in to TextMagic Messenger.
  2. Go to Tools then Preferences.
  3. Click on the third tab – Custom fields.
  4. Rename the custom field.
Edit custom field

New custom fields will show in your tags section when you write the body of your messages. This allows you to personalise your text messages.

To send personalised SMS:

  1. Log in to TextMagic Messenger.
  2. Click Compose.
  3. On the top menu click Message.
    sms template
  4. Enter your message or select a template.
    sms content
  5. Insert tag(s).
    insert tag
  6. Enter a mobile phone number for all recipients.
  7. Click Send.
recipients

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