Using Dynamic Fields in Your Campaign Scripts
Before You Start
You will need Admin, Sub Admin, or Content Manager permissions to add dynamic fields to your campaign scripts.
What Are Dynamic Fields?
Dynamic fields (also called shortcodes) let you automatically insert personalized content into your campaign messages. Instead of sending a generic message, Meera replaces the shortcode with the relevant value for each lead — making your outreach more targeted and relevant.
For example, instead of writing "Hi there," you can write "Hi [FirstName]" and Meera will automatically insert each lead's first name when the message is sent.
Types of Dynamic Fields
1. Default Shortcodes
These are standard shortcodes available across all campaigns. No setup is required. Common examples include:
- [FirstName] / [LastName]
- [CompanyName]
- [AvatarName]
- [HolidayTitle]
- [CallingNumber]
Default shortcodes come pre-configured on your account and are ready to use.
2. Custom Shortcodes
Custom shortcodes are personalized fields we can set up for your campaign.
They pull values directly from your lead data, so the value must be included with every lead you send to Meera regardless of the lead upload method. These are ideal for matching your messaging to your CTA and brand voice. Some examples are:
-
[ProgramName]
-
[LoanValue]
-
[InsuranceType]
3. Custom Default Shortcodes
Custom default shortcodes work similarly to custom shortcodes, but with one key difference: the value doesn't need to be passed with each lead. Instead, one fixed value is applied to the shortcode everywhere it appears in your script. For example:
-
[RepName] = Sales Advisor
-
[TeamName] = Sales Team
So a script that reads: "Hi [FirstName], when's a good time to connect you with one of our [RepName]?"
Would send as: "Hi Yulia, when's a good time to connect you with one of our Sales Advisors?"
Still Need Help?
If you have questions or need a custom shortcode added to your campaign, send an email to help@meera.ai and our team will get back to you.