For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/messaging/personalise-automated-messages.md.
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  • How do I personalise automated messages in Clickmax?

    You personalise automated messages inside an automation:

    1. Insert custom fields into the text (for example, the contact's name) so each send is filled in with that contact's data.
    2. Set conditions to narrow down who receives it (for example, send only to contacts without a particular tag).
    3. Add delays between the steps (for example, wait 1 day after an event before sending).

    If it didn't work

    • The field comes out empty in the message: confirm the contact has that data filled in — see fields.
    • The message does not go out to the people it should: review the conditions and the trigger on the automation.
    • No contact receives it: check the sending channel in messaging.