Before you start
- You need an admin role.
Steps
1
Go to Scripts
In the left navigation, select Scripts, then New script.
2
Name it and write the text
Enter a Name and write the script body. Turn on Markdown if you want headings,
bold, or lists to render formatted rather than as plain text.
3
Add placeholders for lead data
Insert a placeholder using the lead’s field name in curly braces, for example
{first_name} or {timezone}. Any attribute the lead
carries is available this way, including columns from your CSV import that weren’t mapped
to a specific field.4
Preview it
Use the preview pane to see the script rendered with a sample lead’s data substituted in.
5
Save
Select Save.
6
Attach it to a campaign
In the campaign’s settings, set Script to the one you created — see Campaign settings
reference.
Verify
An agent on a call in that campaign sees the script, with every placeholder replaced by that
lead’s actual data — see Use a script during a call.
Common problems
- A placeholder shows up literally instead of being replaced. Confirm the field name inside the braces matches the lead’s attribute name exactly, including case.
- Formatting doesn’t render. Confirm Markdown is turned on for this script.