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Release Note Focus: Merge fields now available for Broadcast Messaging in Redtail Speak

Category: Release Notes
Blog Feature Graphics Speak Updates

Last month we announced that Broadcast Messaging is now available for Redtail Speak. Now, we’re happy to let you know about a small update to this functionality that will allow you to address your contacts individually in your Broadcast Messages. Merge fields for Broadcast Messaging will provide you with the opportunity to personalize these texts, regardless of how many individuals you are sending a given message to.

Inserting a merge field into your messages is as simple as:

  • clicking the spot within the Broadcast message area that you would like the merge field to go
  • clicking the (x) icon next to the emoji icon
  • selecting your merge field

Insert merge field in Broadcast Message in Speak

If you’re interested in learning more, contact our Sales Team at 800-206-5030 opt. 2 or online for a live demo and join us for our weekly “Redtail Speak Overview” webinar, where we cover Speak in much greater detail. You can also read more about Speak here or about Broadcast Messages specifically here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.