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Automated personalization in emails
In the letter writing function of RE, you can program the letter so that if a constituent has a non-primary salutation, like a joint salutation for married couples since both people can be constituents, the joint salutation will be used. (We keep these folks as individuals who are primary with primary addressee and primary salutation.) If a constituent doesn't have a joint salutation, then the primary (or other chosen) will run.
Additionally, OLX should be able to pick up your field names for salutations. I believe Joint Addresses and Joint Salutation is my secondary salutation on most records, but I am not sure it is the secondary....so it throws me off when I'm trying to personalize an email.
Functionality is off on this for OLX. I dont want to separate folks because they're married or not. What a pain to get this done to send out an email to marrieds and unmarried constituents.
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Guest
- Sep 28 2017
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