Addressee and Salutation are not in the merge fields you can select in the emails at this time.
We’ve gone to the trouble of setting up in preferred manners of salutation for our constituents in RE7 (now the database view) and don’t really want to duplicate our work. When sending marketing emails in RE NXT, the first name or nickname are the closest but not quite. How about merging the preferred salutation for those who don't have a nickname?
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Guest
- Nov 24 2020
- Shipped
Related ideas
Yes, this could help. Though prefer a solution which allows to select a salutation which fits the nature/ tone of the communication. Being able to select/toggle between one of the following would be helpful- thank you; Would like ability to select:
-“Salutation Formal,”
-“Salutation informal,”
-“Preferred salutation,”
-“combined salutation formal,”
- “Combined salutation informal”
OK, this is better but we still need to be able to merge a secondary or tertiary salutation (that we can map to any of the "additional" salutations that we like) into webview email messages - this is possible in Online Express. We have a preferred first name salutation saved in "additional" salutations for every constituent and that's what we use to address people by their preferred first name. Using the "nickname" field doesn't work because not everyone has a nickname....
This needs to be a priority. The option existing in OLX and does not in NXT. When I asked about this at BB con 2024, I was told the solution would come with Constant Contact relationship and it does not!
CC only has a 1-1 record profile, donor record with 1 email, and this does not address the situation with non constituent spouse records and them receiving emails and being properly addressed.
This is so important, we also go through the trouble of setting up the donors preferred salutation, only to not be able to use it!! E-Mail marketing is useless for us, so annoying you still have to pay for function you can't even use because they lack some details.
Agreed! We have many donors who have a primary email for communications, but we want to make sure we address them both (John and Jane) as we do in every other communication we send them.
Yes, please. Without including the Primary Salutation field, using the marketing email functionality is pretty much useless for me, as we don't distinguish whose email is whose (bio 1 or spouse).
Please implement this idea. Thank you.
Yes please.
Agreed! Please make these available!
yes these fields are needed urgently
I agree!
Need to have additional options to ensure proper formats and match preferences. Ex. type of email communication, email signatory, etc. This functionality appears to be partially implemented in email receipts and should be added to general emails