Hi all - help very much appreciated here!!
I can't seem to use personalisation for SMS or Whatsapp, only first and last name. ##I have a lot of attributes syncing from Salesforce to marketing cloud (custom object "Application" which is basically a clone of the lead record).
Is it as simple as adding a link in data studio on mobileconnect, to the application data extension (the common fields being mobile number? Please see images here showing the current MobileConnect data and the proposed addition of link, being added (I assume add to mobileconnect demographics, not mobileconnect subscriptions?). I am scared to do this incase it breaks it!
Then, when it links, if it works, I assume I just use AMP script to put the personalisation in the SMS/whatsapp message templates? Is there a set format for which merge fields I use here?
I have asked a Dev to do it and he gave up, I'm not sure what the issue is?!
Hi,
In Salesforce Marketing Cloud, if you want to leverage personalization attributes in MobileConnect for SMS or WhatsApp messages, you need to ensure that the necessary data is available in the MobileConnect Data Extensions.
Here are the steps you can follow:
1. Create a MobileConnect Data Extension:
Create a new MobileConnect Data Extension in Salesforce Marketing Cloud that includes the relevant fields you want to personalize. Make sure the Mobile Number is included, as it's the key field that links the data extension to MobileConnect.
2. Populate the Data Extension:
Populate the MobileConnect Data Extension with the necessary data. You can use SQL queries or other automation processes to update this Data Extension with data from your Salesforce objects, such as the "Application" custom object.
3. Link MobileConnect to the Data Extension:
In MobileConnect, link the created Data Extension to your MobileConnect account. This can be done in MobileConnect by going to Contacts -> MobileConnect Data Extensions -> Link Data Extension.
4. Use Personalization Strings in Messages:
In your SMS or WhatsApp messages in MobileConnect, you can now use personalization strings to pull in data from the linked Data Extension. For example, if you have a field named "FirstName" in your Data Extension, you can use %%FirstName%% in your message to personalize it.
