How to Setup a Customized One Off Text

Customized One Off Text is used when you want to send a message to only one of your contacts. This is an individualized text message which you can send directly from a contact record in Infusionsoft.

Follow the steps below to setup this feature in Infusionsoft. This will involve creating a custom field in the contact record, where you could later write the customized text message. This message can be changed each time that you need to send another message, and the custom field would be available in any contact record.

Go to Admin, Settings. Under General, Custom Fields choose Set up custom fields for: Contact

Then, click Go.

 Inside Custom Fields for Contact Records, choose Field, then click Add.

Type in your Field Name, then choose Text Area for the Field Type. Click Advanced Options.

Click Add New Tab, then type in your Tab Name. Click Save.

Click Add New Header for Selected Tab, type in your Header Name.

Click Save this Field.

Open a Contact Record, and select the Tab you created, "Custom Text".

Type in your message in the Field, then click Save


Setup a text message in campaign builder. This campaign would be setup to be initiated by a tag applied goal.

Create a goal with a Tag that will trigger your sequence. 

In creating your campaign, remember to remove the tag to allow a reuse of the function.

Open you HTTP Post snippet to edit your text message. Place the cursor where you want the text message to be placed. The, click Merge.


Click Contact Fields (custom), then select your created custom field, "Custom Text Message".


You should now see the Merge Field. Once done, move draft to ready. Then, Publish.



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