Tags enable you to effortlessly insert personalized details into your communications. When a message is sent, these tags are automatically replaced with the corresponding data, making each interaction feel customized for your recipients.
👉 Learn more about tags here.
Setting up tags with import sheets
Creating tags is simple with Lexop’s import functionality. By leveraging data from your recipient import files, Lexop seamlessly pulls in information, making it easy to transfer data from your core system to the platform.
To get started, export the necessary fields from your core system into a file (CSV, XLSX, XML, TSV, or TXT). For tags to function properly, ensure your import file includes the relevant fields. Below is a breakdown of the required and optional tags (columns):
Required tags
Column name | Format | Description |
first name | String e.g. 'John'
| The recipient's first name. |
last name | String e.g. 'Smith' | The recipient's last name. |
e.g. [email protected] | Email address of the recipient. | |
language | String e.g. 'French', 'English', 'Spanish', 'FR', 'EN', 'ES', 'EN_ES', 'EN_FR' | Preferred communication language. |
payment amount | Number e.g. '243.95' | The total amount due. |
Optional tags
Column name | Format | Description |
member number | String e.g. '12345-67' | Unique account number tied to the recipient. |
mobile | Number | Phone number (required for text messages). |
duration* | Number e.g. '8' | The total time period over which payments can be spread in a payment arrangement.
|
frequency** | Number e.g. '2,3' | How often can the installments be scheduled within the defined duration (see above) of the payment arrangement.
|
past due date | MM/DD/YYYY e.g. '10/03/2024' | Date the account became overdue. |
product type | String e.g. 'auto loan', 'mortgage', 'personal loan' | Type of loan associated with the payment. |
lease | String e.g. 'vehicle' | For auto loans, the type of lease. |
make | String e.g. 'Nissan', 'GMC' | For auto loans, the vehicle brand. |
model | String e.g. 'Versa', 'Sierra' | For auto loans, the vehicle model. |
year | Number e.g. 2020 | For auto loans, the year of the vehicle. |
*Important: Ensure that the Duration is always paired with a valid Frequency to fully define the payment schedule. If the duration is too short, certain frequencies may not be available (e.g., monthly payments will not appear for a 5-week duration plan).
👉 Learn more about the duration criteria for payment arrangements.
**Important: Frequency is calculated based on the arrangement’s start date. Be mindful of this when scheduling.
👉 Learn more about the frequency criteria for payment arrangements.
Next steps
👉 Ready to import your file? Follow these step-by-step instructions to manually import and map your files into the platform here.
For more guidance on using tags in your messages, visit our article on Personalizing your messages with tags.