Custom Fields
H
Hazel Stork
Add ability to include customer name, address, etc within workflow messages
Chris Brisson
Hazel Stork you can do this now. Just create the Custom Fields and populate them with your contacts information to merge them into your texts.
https://help.salesmessage.com/en/articles/5146553-custom-fields
Is there something else you’re wanting to do?
H
Hazel Stork
Chris Brisson: When I'm in (beta) workflows, when trying to insert, for example, a "merge fields", it won't let me select it. My mouse cursor instead changes to a circular "yield-like" sign...