✨ Easy to follow 📌 Practical examples 🧠 Dynamic @{Field}

Templates — Message & Email Design

This page explains how to write dynamic messages in MsgPilot (SMS + Email Subject + Email Body) using @{Field} — so every recipient gets a personalized message, not a “cold” bulk text.

Send SMS Screen Send Email Screen Send SMS & Email Screen

Tip: If you face any issue while using these screens, open the related Help section. MsgPilot is designed to be safe and practical — step by step.

Send SMS Screen

This screen helps you send bulk, personalized SMS quickly — using either an Excel/CSV file or your phone contacts. For better understanding or if you face any problem, please read the related Help section.

! Before you start (important)

Make sure SMS permission is allowed.
Make sure you have enough SMS credit/balance on your SIM card.
If you import a file, ensure the phone number column is formatted as Text (so numbers that start with 0 are not damaged).

1 Choose how you want to import recipients

Option A) Import Excel/CSV file

Import your file that contains the data you want to send.
You may also use the MsgPilot template from the Home screen and follow the Template instructions.
(For more details, read the Template Help.)

Option B) Import Contacts

Search and select contacts one by one, or use Select All (if available in your screen).
When you use contacts, MsgPilot will use the saved contact name for dynamic fields like @{Name}.

2 Select the correct phone column (for Excel/CSV)

After importing a file, choose the correct Phone column from the dropdown. This is very important because MsgPilot uses this column to know where to send the SMS.

3 Write your message (dynamic or static)

Dynamic message (personalized)
While writing, type @ (or press the @ shown on the screen) and MsgPilot will show the list of your imported column headers. Select the header you want, and MsgPilot will insert it into your message.

📌 Example (School fees)

File headers: Phone, Name, Student Name, Fees, Grade, Date …

Dear @{Name}
Please pay @{Fees} for your student @{Student Name} in grade @{Grade}.
The last payment date is @{Date}.
Regards

📌 Example (Salary slip)

File headers: Phone, Name, Total Salary, Basic, Overtime, Deduction …

Dear @{Name}
Your June total salary is @{Total Salary}.
Details: Basic @{Basic}, Overtime @{Overtime}, Deduction @{Deduction}.
Regards

Static message (same for everyone)
If you write a normal message without @ fields, MsgPilot sends the same text to all recipients.

4 Preview before sending

Press Preview to view a sample message using the first row (or first recipient) so you can confirm:
The phone column is correct
Dynamic fields are inserting correctly
The message looks exactly as you want
If you want to change anything, edit the message and preview again.

5 Send

Press Send to start bulk sending.
A progress indicator will appear while sending.

If MsgPilot is the default SMS app
Sending will run directly.

If MsgPilot is NOT the default SMS app
A message will appear with two choices:

Set default (recommended)
Try anyway (send without setting default)

For more details, read the Set Default / App Live guide.
Important: On some phones, MsgPilot may not work properly unless it is the default SMS app.

✓ After sending (Report)

When sending finishes, the Report opens automatically showing:
Sent messages
Failed messages
with clear results for each row/recipient.

Quick reminders

Allow SMS permission.
Choose the correct Phone column (for files).
Use @{Field} to personalize.
Preview before sending.
If sending fails on some phones, set MsgPilot as the default SMS app.

Send Email Screen

This screen helps you send bulk, personalized emails in a clear and professional way — using either an Excel/CSV file or your saved contacts. For better understanding or if you face any issue, please read the related Help section.

! Before you start (important)

Make sure Email Setup is completed and tested successfully.
Make sure you have an active internet connection.
If you plan to add attachments, remember they will be the same for all recipients.

1 Choose how to import recipients

Option A) Import Excel/CSV file

Import your own file that contains the data you want to send.
You can also use the MsgPilot template from the Home screen and follow the Template instructions.
(For more details, read the Template Help.)

Option B) Import Contacts

Search and select contacts individually, or select all if available.
When using contacts, MsgPilot uses the contact’s name saved on your phone for dynamic fields like @{Name}.

2 Select the correct email column (for Excel/CSV)

After importing a file, open the Send To dropdown and select the column that contains the email address.
This step is essential so MsgPilot knows where to send each email.

3 Write the email subject (dynamic or static)

While writing the Subject, type @ to open the list of your imported column headers.
Select the header you want to personalize the subject.
If you write a subject without @ fields, the same subject will be sent to all recipients.

4 Write the email body (dynamic or static)

In the Email Body, type @ (or press @ shown on the screen) to insert values from your imported data and create a personalized message for each recipient.

📌 Example 1 — School fees

File headers: Email, Name, Student Name, Fees, Grade, Date …

Subject

Fees for @{Student Name}

Email body

Dear @{Name}
Please pay @{Fees} for your student @{Student Name} in grade @{Grade}.
The last payment date is @{Date}.
Regards
School Name

📌 Example 2 — Salary slip

File headers: Email, Name, Job Title, Total Salary, Basic, Overtime, Deduction …

Subject

Salary @{Name} - @{Job Title}

Email body

Dear @{Name}
@{Job Title}
Please be informed that your June total salary is @{Total Salary}.
Details: Basic @{Basic}, Overtime @{Overtime}, Deduction @{Deduction}.
Regards
Company Name

5 Add attachments (optional)

You can attach one or more files to the email.
Important: Attachments are sent the same to all recipients.

6 Preview before sending

Press Preview to see the first email using the first row (or first contact).
This helps you confirm subject formatting, email body content, and dynamic fields.
You can edit the subject or body and preview again if needed.

7 Send

Press Send to start sending emails in bulk.
A progress indicator will appear while sending.
When sending finishes, the Report screen opens automatically showing sent/failed results.

Important notes

Email setup must be completed and tested before using this screen.
Internet connection is required.
Attachments are shared across all recipients.
Dynamic fields (@{Field}) personalize each email.
Static text (without @) sends the same content to everyone.

Send SMS & Email Screen

This screen allows you to send personalized SMS and Email together in one step. It is designed to save time by preparing one message flow and sending it to both channels where applicable. For better understanding or if you face any issue, please read the related Help sections.

★ What you can do on this screen

You can send bulk, personalized messages by: SMS, Email, or both together.
Recipients can be loaded from: an Excel/CSV file or your phone contacts.

1 Import recipients

Option 1: Import Excel / CSV

Import a file that contains your data.
You may use your own file or a MsgPilot template from the Home screen.
(For more details, read the Template Help.)

Option 2: Import Contacts

Search and select contacts individually, or select all.
When using contacts, MsgPilot uses the saved contact name for dynamic fields such as @name.

2 Confirm target columns (important)

After importing Excel/CSV, confirm the phone column (for SMS) and email column (for Email).
If needed, open dropdowns and manually select the correct columns.
This ensures messages go to the correct phone numbers and email addresses.

3 Build your messages (dynamic or static)

You can build: SMS text, Email subject, and Email body.
While typing, use @ to open the list of column headers from your imported data.
If you write text without @ fields, the same message will be sent to all recipients.

4 Preview before sending

Press Preview to see how the message looks using the first row of data.
Check formatting and confirm dynamic fields are working correctly.
Edit, then preview again if needed.

5 Send messages

Press Send to start sending.

SMS behavior

If MsgPilot is the default SMS app, sending starts immediately.
If not default, you may see: Try anyway or Set as default.

(For details, read the Set Default SMS Help.)

✓ After sending

The Report screen opens automatically.
The report contains two separate tabs: SMS Report and Email Report.
Each tab shows sent and failed results for that channel.

Important notes

Make sure SMS permission is granted and you have sufficient SMS balance.
When using your own Excel file, set phone column as Text to avoid losing leading zeros.
Email sending requires email setup completed + internet connection.
Attachments (Email) are the same for all recipients.
When using contacts: @name uses the contact’s saved name on your phone.