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!