Using Addressee and Salutations

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Karen Stuhlfeier
Karen Stuhlfeier Community All-Star
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in Blackbaud Raiser's Edge NXT®: General Discussion
One of OLX's limitations right now is the inability to use merge fields other than Addressee and Salutation. We needed to send our alumni a user name and password for our new alumni directory. We imported both of those into the records as an addressee and salutation and were able to successfully use those fields in our email. In the future it would be great if we had more options for merge fields.
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  • Lawrence Rush
    Lawrence Rush
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    I agree! The more merge fields available the better. 
  • Jon Nelson
    Jon Nelson
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    Karen Stuhlfeier:

    One of OLX's limitations right now is the inability to use merge fields other than Addressee and Salutation. We needed to send our alumni a user name and password for our new alumni directory. We imported both of those into the records as an addressee and salutation and were able to successfully use those fields in our email. In the future it would be great if we had more options for merge fields.

    Karen,


    Have you added this to the ideas section?  It would be a good to add!

     

  • Faith Murray
    Faith Murray
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    Karen, that workaround is just brilliant. Kudos to you.

  • Gina Gerhard
    Gina Gerhard
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    Just a comment here - not sure if it's actually best practice to email both the username and password in an email?  Typically you don't send/share passwords via email due to security concerns.  Or perhaps sending a temporary password that's good only for a short period of time, and then the user is required to change the temporary password?
  • Karen Stuhlfeier
    Karen Stuhlfeier Community All-Star
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     It wasn't their actual password. It was temporary and just a way for them to go in and change it.

     

  • Faith Murray
    Faith Murray
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    Gina, quite right - not good practice to include both a username and password in a single email unless it is a temporary one, as Karen says they use. But sometimes you still have to email a permanent password ... In which case, my understanding has been that best practice advises sending the username and the password in separate emails. That way if one email is intercepted, only half the necessary information has been breached.

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