How to use custom fields?

The @value placeholders allow you to customize your messages in WhatSender. You can find them in the "Home" tab. You have the option to customize a maximum of 5 fields.

What does customizing a message mean?

Examples:

  • Recipient's Name: You can include the recipient's name to make the message feel more personalized.
  • Customized Links: Include links to websites or specific pages you wish to share with the recipient.
  • Call to Action (CTA): You can include a call to action to invite the recipient to take a specific action, such as visiting a website, making a purchase, or responding to the message.
  • Dates: Perhaps you want to send the date of their next payment, or when the product they ordered will arrive, etc.
  • Any information you need. Custom fields have no limitations on content. However, it is important to note that the only variable that changes in the message should be within the custom field.

How to use custom fields?

Two custom fields

If you're only going to use two custom fields, you can do it directly in the extension. Let me provide an example to make it clearer. We'll customize the following text:

Hola @value1,

Te escribo para recordarte que en breve se renovará tu suscripción. El siguiente pago será el @value2. Si tienes alguna duda, escríbeme, 

Un abrazo, 
Ana

Now I'm going to write this text in the extension.

In the image on the left, you have the text written with the custom fields. By doing this, the option to customize the @value1 and @value2 fields will be activated.

If you don't write the @value in the text, the values won't appear. You can see the example in the image on the right.

Mensaje CON campos personalizados

Mensaje SIN campos personalizados

More than TWO custom fields

Do you need to send more than two custom fields? In that case, you cannot do it by typing directly in the extension, as visually only the @value1 and @value2 will appear.

You have two options:

1. Use the copy and paste option from an Excel, Numbers, or CSV file.
2. Use the upload CSV file option. We explain it in this tutorial.

I'll show you how it works with the previous example, but adding three additional fields.

Hola @value1,

Te escribo para recordarte que en breve se renovará tu suscripción @value2. El siguiente pago será el @value3. Si quieres modificar tu método de pago puedes hacerlo en @value4 , tienes hasta el @value5 para hacer el cambio. Si tienes alguna duda, escríbeme.

Un abrazo, 
Ana

Whichever option you choose, when you preview the message, it will appear as follows:

Now, to fill in the custom fields, you can use this tutorial on how to import contacts, as it explains in detail the two options.

Visually, your Excel or similar file should look like the following (see image below). We have used the 5 custom fields allowed by the extension, but remember that you can use as many as you need. In each field, you should place the value you want to personalize for each client. If everyone shares the same information, it doesn't need to be a custom field.

When you copy and paste, you will see that only @value1 and @value2 are visible. However, behind the scenes, the extension has all the custom fields.

To conduct a test and verify that it works correctly, in this case, DO NOT use the "Test" function explained in the tutorial on how to use Whatsender. Instead, we recommend that the first number in the imported contacts be your personal number. Then, click on "Send messages".

Immediately after, click on the "History" tab and once the first message (which is for yourself) has been sent, pause the sending. If everything is correct, click on "Continue". All these steps are detailed in the tutorial related to the use of the History tab.

Next, I'm sharing the screenshot demonstrating that the message was successfully sent, even though the values of @value3, @value4, and @value5 were not displayed in the extension. This is how custom fields operate.