personal email newosetter salutations

caroline burchfield

How do you sendpersonalized  email newletters

Jen Claudy

You need to have an Addressee/Salutation set up or be able to use firstname or nickname fields.  You can use firstname, nickname, etc.  But I recommend an Addr/Sal.


In OLX, go to Account > Integration Options > Addressee/Salutation and choose your options for Primary (also Secondary & Tertiary if so desired) from your RE Addr/Sal Types.  You'll also want to be sure that those Addr/Sals are correct.  For us, that means looking to be sure that if the Constituent/HOH name is Robert Hernandez, and the email address is WendyHernandez@email.com, we'd want to set the Addr/Sal to end up Dear Wendy, not Dear Bob.  That can definitely take some work, if your data is as messy and inconsistent as ours.




Then, whether you're using your OLX Addr/Sals or name fields, in the Message design, create a text box and choose Merge Fields, select the field you want to use, and that's it.




My personal feeling is that if you can't do it 90% clean, don't do it at all.  As a constituent, I'd rather get a message with no salutation at all rather than one that's not addressed properly to me.  And definitely no salutation at all over Dear Friend.