How to Insert Contact Variables into Call Scripts

Using Contact Variables to personalize your call scripts allows for a more natural flow when talking to a contact. This guide will walk you through the steps to insert Contact Variables into your call scripts, enhancing your communication effectiveness.

Note: For more information on Contact Variables, view our Understanding and Using Contact Variables article. For information on creating call scripts, refer to the How to Create a Basic Call Script article.

Types of Data You Can Insert/Merge

  • Contact Fields: Includes all available default and custom fields related to the contact.

  • User Fields: Examples include the user’s first name, phone number, and email address.

  • Phone Fields: Examples include business or mobile phone numbers.

  • Other Info Fields: Examples include website URLs and other custom fields.

  • Call History Fields: Examples include the last call date and last result.

Steps to Insert a Contact Variable into a Call Script

  1. Select Project: From the Admin homepage, select the desired project where you want to modify the call script.

  2. Access Call Scripts: Open the Field Customization menu, then navigate to the Call Scripts sub-menu and select Call Scripts.

  3. Choose the Call Script: Open the Selected Call Script drop-down menu and select the call script you want to edit.

  4. Select a SubScript: From the SubScripts list, choose the SubScript you want to modify.

  5. Place the Contact Variable: In the SubScript Text section, click where you want the Contact Variable to appear.

  6. Insert Contact Variable: Click the Insert Contact Variable button.

  7. Choose the Contact Variable: From the Insert Contact Variables list, select the Contact Variable you want to use.

  8. Save Changes: Once you have inserted the Contact Variable, click Save to apply the changes.

By using these variables, you can create dynamic and personalized call scripts that improve the effectiveness of your communication with contacts. This feature allows you to leverage specific information relevant to each interaction, making your call scripts more engaging and tailored to each contact.

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