Merge Field in Email Body | Voters

Merge Field in Email Body

planned

Ira Zito

I would like to have an option to add the first name of the client anywhere within the email to address them by first name again if possible.

Created by Jovonny Hailey

June 5, 2023

Ali Baldari

Hi Ira and Tony -- I wanted to let you now that you can insert the following tokens anywhere in an email
 to pull in contact details: 
$Contact.FirstName$ >> First Name
$Contact.LastName$ >> Last Name
$Contact.Nickname$ >> Nickname 
For now, these will have to be manually inserted (by typing, or copy/paste) into an email, but I hope to give you all an easier way to insert this token into your communications in the near future. 
Hope that helps!

Tony Krvaric

Ali Baldari: Great. Is this new? Also will inserting the nickname show then first name if there's no nickname? Or the other way around?

Ali Baldari

Tony Krvaric: brand new, yes! 
Unfortunately, we don't have fallbacks in place for these tokens yet. If you add the "First Name" token, that's what we'll use in the email. If a contact doesn't have a first name in place, the token would be blank. 
These are some of the wrinkles I'd like to iron out before making these tokens more visible in the email builder.

Tony Krvaric

Ali Baldari: Thanks for the quick reply but without the fallback feature it's not very useful. Not all records have a nickname so it's really not very practical. Keep the communication going.

Ali Baldari

marked this post as

planned

Tony Krvaric

Agreed. This is basic stuff. Sigh...