Connection Card Pro Help & Documentation

Last Updated: Feb 9, 2024 11:04 AM

Creating Custom Fields to Use as Dynamic Text

Connection Card Pro offers you the ability to create your own custom fields for your people profiles that can be used as dynamic text in your communications! Custom fields (that show in person’s profile) can be used with Dynamic Text when sending emails, texts and letters. Example: create a Custom field called “Salutation” for when you have an email or text to send to a large group but each one could have a different title you would like to address them by, such as Pastor Brad, Minister Brad, Dr. Brad, etc.

Step 1: Create this new Custom field to use for Dynamic Text

From the Menu:
People > People Settings > Custom Fields

Step 2: Edit each person’s profile this custom field for dynamic text will apply to:

Step 3: Using this custom dynamic text field in your Emails, Texts and letters:

Go to Communications and choose your form of communication of Email, Text or Letters & Mailings.

Create your new email, text or Letter and click on “Dynamic Text” in the top toolbar where you would like this dynamic text to be inserted and select from the dropdown menu the custom field dynamic to use here.

If you still have questions or require additional help, please contact our support team by clicking on the Help button > Contact Support.
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