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Text Message Template → Merge
AI-generatedSummary
Merges a Follow Up Boss text message template by substituting template merge fields with data from a specified person or list of recipients.
Inputs
- Text Message Template (required) — The ID of the text message template to merge. Can be selected from a list or entered directly.
- Person — The ID or URL of the person whose record details should be used to populate merge fields.
- Recipients — A collection of target recipients containing name and phone number pairs used for template field merging.
- Authentication — Select whether to authenticate using an API Key or OAuth2.
Output shape
a single record
Returns the merged text message template object, including the resolved message text populated with person and recipient values.
Examples
Example 1: Merge a text message template using a person's contact details
Select a template in 'Text Message Template' and select or enter a Person ID in 'Person'.
Example 2: Generate a merged message for specific custom recipients
Select a template in 'Text Message Template' and add recipient entries under 'Recipients' specifying recipient names and phone numbers.