You can personalize your SMS and emails by dynamically inserting customer data. Whether the data is entered manually, imported via CSV, or passed in through a Zapier integration, TrueReview makes it easy to include customer details in your messages using Custom Attributes for a more personalized experience.
Adding Attributes
Go to your Settings page and, under Campaigns, open the SMS or email message you want to edit.
Click inside the message input field where you’d like to insert an attribute.
Select the purple attribute icon to view and insert from the list of available attributes.
Click where you'd like to insert an attribute, and select from the list of attributes.
Creating Custom Attributes
By default your business will have Account Attributes that are connected to business information you've provided.
To add custom attributes, head over to the Settings page and, under Dynamic Attributes, click the New Attributes button.
Enter an attribute name. Add an optional (but recommended) fallback text.
A fallback text is a default value used when an attribute doesn’t have data.
For example, if your message includes a {Customer Name} attribute but no name is provided when the request is created, the placeholder would normally be left blank. By setting a fallback text such as “there”, “customer”, or “patient”, that text will be used instead, ensuring the message still reads naturally.
Fallback text helps prevent awkward gaps in messages and keeps them clear and personalized even when some data is missing.
Creating Requests with Dynamic Attributes
There are multiple ways to create requests that include dynamic attributes.
One-off requests from the Dashboard
To create a one-off request, go to your Dashboard and click the Create Request button.
In the request modal, click Add Attributes
Select the attributes you’d like to include, like "Technician Name".
When you add the technician's name when creating a request, it is dynamically added to your message templates that include the Technician Name attribute.
When you add custom attributes in the request modal, those values are saved with that request and used to personalize the message when it’s sent.next time you create a request. You can remove it by clicking the three dot menu and click Remove.
Here's what the messages look like when adding custom dynamic attributes with and without values.
Creating Contacts with Attributes
To create contacts with dynamic attributes, go to your Contacts page, and click the create contact button.
Add the customers information including any attributes, and save.
Importing CSV file
First, make sure you’ve created your custom attributes in the Dynamic Attributes library.
When importing a CSV, all available dynamic attributes will appear as mapping options, allowing you to choose which column should populate each attribute.
Once your attributes are mapped and the CSV is imported, TrueReview will automatically insert the provided data into the corresponding attributes when requests are created, ensuring your messages are personalized.
Automating Request via Zapier
Important: If you’re currently using a legacy version of the TrueReview app in Zapier, please upgrade to version 4.0.0 or higher.
To add customer data dynamically from your CRM or Zapier automation, you can link the data source within the Zap configuration step.
First, make sure you’ve created your custom attributes in the Dynamic Attributes library.
Next, under the Configure tab, look for the Custom attributes section. You can map custom data to the attributes by clicking the plus icon and creating your connection.
If you add or update your dynamic attributes in your TrueReview settings, you can refresh your Zap to pull the latest data.
Click the refresh fields icon to update.
