Email Templates – Setting Chosen Name - CRM Recruit
Navigate to and select the template you would like to update or a New template, if creating a new template.
If it looks like this, it is correct.
{!Person:Nickname;Person:First Name;}
**The Field Name is “Nickname” but the Display Name is “Chosen First Name”
Look for “Nickname” when setting your emails.
If need to update:
Insert Dynamic Text
Ensure both fields are showing with Nickname listed first.
Click Insert
Will Appear in the body of the email draft
Email Service Templates
Navigate to the template you would like to modify or create new
**PreferredName is the field name. Chosen First Name will be the display name of the field in Advise
How to set the Fields Mappings to create your Chosen First Name/Legal First Name
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Create Personalization Mapping (will display as an option when the draft is saved”
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Give it an appropriate name.
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Select the Nickname field and the first name field
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You can map them to the name you would like to have them called in the template
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Return to your Template body
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Select your “Chosen Name” field first. This will be the Nickname field with the name you gave it. Click Insert Mapping:
Then select the First Name Field and click “Insert Mapping Field”
Finally, edit the text in the body to delete the middle brackets and include the word or
Click Save
This will update the Email Service Template to insert a Chosen First Name, should one exist, if not insert the first name.