ewkservice01's avatar
ewkservice01
Curious Observer
1 year 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
    1 year 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
1 year ago

ewkservice01 - The email template (unfortunately) cannot automate itself. So it won't be the email template that is creating the automation.

The email template will be linked to an area of XPLAN that is sending out that template. Scheudular is the most common automation for Birthday Cards. Threads are the next most common. 

The only other option is to have manually sent out the card with a 'delay send'. Is that possible?  

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