Add a Merge Field to a Flow Message in Salesforce

You can insert a custom merge field into your Message flows in Salesforce to personalize texts for each contact using data from Modern Campus Message.

How to Set Up a Custom Merge Field in Your Flow

Open or Create Your Flow

1. Navigate to your existing flow or start a new one.

 

Add a New Message

2. Click the plus (+) icon to add a new element.

3. Under the Interaction section, select Action.

 

Configure the Message Action

4. In the search bar, type "Send Modern Campus Message SMS" and select it.

 

5. Enter a Label for your message. (This will automatically populate the API Name.)

 

6. In the Customer ID field, select Triggering Contact.

 

7. Leave your curser in the same spot and select Contact ID.

 

Compose Your Message

8. Write your message in the "Message field."

9. To include dynamic content, insert merge fields using double curly brackets, e.g. {{first_name}} or {{advisor}}.

Important:

✅ The field name must exactly match the Modern Campus custom field mapped in Salesforce.

Example

Modern Campus Field Name = first_name

Merge Field = {{first_name}}

✅ You can only use fields that have been mapped. Learn more about field mapping here.

 

Set the Program Name

10. In the "SV Program Name" search bar, type your Program name.

 

Enable Custom Merge Field

11. Toggle "Enable Custom Merge Field" to on. You will see a check mark.

 

12. In the corresponding search bar labeled "Enable Custom Merge Field," select the value "True".

 

You have now added a custom merge field into your message flow!

 

Quick Tip: Check Your Work!

• Make sure the merge field name matches exactly with what’s defined in Modern Campus field mapping.
• Merge fields must be enclosed in double curly brackets, e.g. {{your_merge_field}}.
• You can only use fields that are already mapped from Modern Campus Message to Salesforce.