Overview
You can send each supporter a unique donation link by storing the link in a custom field and inserting it into your SMS message using a merge tag. This is useful for fundraising campaigns where every recipient should receive their own personalized donation URL.
How It Works
- Create a custom text field to store each recipient's donation link.
- Upload your contact list with a column containing the personalized URLs.
- Map that column to the custom field during the CSV import.
- Use a merge tag in your SMS broadcast to automatically insert the correct link for each recipient.
Step 1: Create a Custom Field
- Navigate to Home > Custom Fields.
- Click New Custom Field.
- Create a Text custom field (for example,
donation_link). - Save the new field.
Step 2: Prepare Your CSV File
Create a CSV file containing at least:
- A column for each recipient's mobile number.
- A column for their personalized donation URL.
Example:
| Phone Number | donation_link |
|---|---|
| 5551234567 | https://example.org/donate/abc123 |
| 5559876543 | https://example.org/donate/xyz789 |
You can also include additional fields, such as first_name, if you want to personalize your message even further.
Step 3: Upload Your Contacts
- Go to Home > Groups.
- Create a new group or open an existing one.
- Select Upload CSV File.
- Upload your file and map the
donation_linkcolumn to the custom field you created.
Once the import is complete, each contact's unique donation URL will be stored on their profile.
Step 4: Build Your SMS Broadcast
When composing your message, insert the custom field using a merge tag.
Example:
Hi {{first_name | default: 'friend'}}, here’s your personalized donation link: {{donation_link}}
When the broadcast is sent, each recipient will automatically receive the donation link associated with their profile.
Best Practices
- Verify that every row in your CSV contains a valid donation URL.
- Test your broadcast with a small internal group before sending it to your full audience.
- If using first-name personalization, include a default value to avoid blank spaces in messages.
Frequently Asked Questions
Can I use this for links other than donations?
Yes. Any unique URL (event registration, survey links, volunteer forms, etc.) can be stored in a text custom field and inserted into a message using the same method.
Will each recipient see only their own link?
Yes. Merge tags pull data from the individual recipient's profile, so each contact receives only the URL stored in their own custom field.
Can I update the links later?
Yes. You can re-upload a CSV file and update the values in the custom field for existing contacts.