ewkservice01's avatar
ewkservice01
Curious Observer
2 years ago
Resolved

How to code birthday greetings in XPLAN

Hi Everyone, we are looking for assistance in coding the birthday email for clients. We need help with setting up coding so that the birthday greeting shows only the client who is celebrating their b...
client engagement
clients
xplan
  • jessica.lamb's avatar
    jessica.lamb
    2 years ago

    Hi ewkservice01 - great question!

    Here is some code that will help you:

    First Name: <:=$recipient.first_name:>

    Use it like this:

    Dear <:=$recipient.first_name:>, 

    Preferred Name <:=$recipient.preferred_name:>

    Use it like this:

    Hi <:=$recipient.preferred_name:>,

    You can also add their surname as well: 

    Dear <:=$recipient.first_name:> <:=$recipient.last_name:>, 

    Dear <:=$recipient.preferred_name:> <:=$recipient.last_name:>, 

    You can even get fancy, and check if there is a preferred name first, then use the first name if there isn't a preferred name - use:

    Dear <:if $recipient.preferred_name:> <:=$recipient.preferred_name:><:else:><:=$recipient.first_name:><:end:>,

     

    Hope this helps. Don't forget you can insert Email Syntax by clicking the X icon in the tool bar and choosing the field you want to include. 

    P.s. Hope you are automating the Birthday Card to be sent via scheduler. If you not doing this, and manually sending it - let me know - I'll pop some pointers here on how scheduler can do it for you!

jessica.lamb's avatar
jessica.lamb
Icon for Advisely Partner rankAdvisely Partner
2 years ago

Hi ewkservice01 - great question!

Here is some code that will help you:

First Name: <:=$recipient.first_name:>

Use it like this:

Dear <:=$recipient.first_name:>, 

Preferred Name <:=$recipient.preferred_name:>

Use it like this:

Hi <:=$recipient.preferred_name:>,

You can also add their surname as well: 

Dear <:=$recipient.first_name:> <:=$recipient.last_name:>, 

Dear <:=$recipient.preferred_name:> <:=$recipient.last_name:>, 

You can even get fancy, and check if there is a preferred name first, then use the first name if there isn't a preferred name - use:

Dear <:if $recipient.preferred_name:> <:=$recipient.preferred_name:><:else:><:=$recipient.first_name:><:end:>,

 

Hope this helps. Don't forget you can insert Email Syntax by clicking the X icon in the tool bar and choosing the field you want to include. 

P.s. Hope you are automating the Birthday Card to be sent via scheduler. If you not doing this, and manually sending it - let me know - I'll pop some pointers here on how scheduler can do it for you!

  • ewkservice01's avatar
    ewkservice01
    Curious Observer
    2 years ago

    Hi Jessica, thanks for your assistance. Can you please let me know if it is possible to test the template within XPLAN so that we know that the coding is correct. Thanks!

    • jessica.lamb's avatar
      jessica.lamb
      Icon for Advisely Partner rankAdvisely Partner
      2 years ago

      ewkservice01 - I have been lobbying XPLAN to have an email test button within the template creation area! That would be a great feature to be able to select a client to test the email template on from the template build screen. I encourage you to lobby for this too!

      In the meantime, there are two ways you can check your code:

      1. Select Syntax Check from the template screen. This will show, and highlight your syntax to confirm there are no errors with the syntax itself

       

      2. To ensure the right data pulls through into your email, you need to test this on a client. We recommend setting up a test client with a partner - Set their email address on XPLAN to be your email address. Click on the Partners Email address in XPLAN, load your template, and send. The email will come to you and should show the Partner First/Preferred name on the email you receive. 

      Hope this helps!

       

    • jenny.brown's avatar
      jenny.brown
      Icon for Advisely Board rankAdvisely Board
      2 years ago

      ewkservice01 we have a test client in xplan that we test every template on, that way we can see what the client would receive.

      Agree with jessica.lamb to use scheduler, it's great and means you can do say a month at a time.

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