How to code birthday greetings in XPLAN
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!
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!
Advisely Boardewkservice01 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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