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
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!

kenny.foo

Xplan Expert

2 years ago

Hi ewkservice01, further to jessica.lamb's response, be sure to check out this Community article if you'd like to dive deeper into email coding: Xmerge-Syntax-Email-syntax (you need to be logged into Community to view it).

Also, if you don't have much luck with this, please raise a support query on Iress Connect and a helpdesk team member will be able to assist.

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