Tags, Custom Fields, and Message Templates

Open Resources in Wave to manage Custom Fields, Message Templates, Tags, Keywords, and Assets. These resources can be reused across Blasts and Campaigns.

Tags

Tags are labels attached to contacts. Use them to filter contacts and define collections.

To create a tag:

1. Open Resources.
2. Select Tags.
3. Select Add tag.
4. Enter a name and optional description.
5. Save the tag.

Use a short naming system that your team will recognize. Avoid creating several tags that mean the same thing.

Custom Fields

Custom fields store information that is not covered by Wave's standard contact fields.

1. Open Resources.
2. Select Custom Fields.
3. Select Add custom field.
4. Enter the field name.
5. Choose the field type offered in your account.
6. Enable Dynamic Field when the value should be available for message personalization.
7. Select Create.

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Wave displays an ID for each custom field. Use the copy button beside the ID when you need to insert the field into a message.

Message Templates

Message Templates save frequently used copy so it can be reused.

1. Open Resources.
2. Select Message Templates.
3. Select Create template.
4. Name the template.
5. Write the message and add any supported personalization fields.
6. Select Create.

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Review a template inside the final Blast or Campaign before sending. Editing a saved template does not remove the need to verify the message that is actually scheduled.

Related Resources

• Create Keyword Automations
• Upload and Reuse Wave Assets
• Contacts, Collections, and Dynamic Audiences