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How do I add a personalized greeting to an email using merge tags?

You can create personalized greetings using merge tags in your email template body. Here are several approaches:

Simple first-name greeting:

  • Type at the top of your email: Hi [FirstName],
  • Result: "Hi Sarah,"

Formal greeting with salutation:

  • Type: Dear [Salutation] [LastName],
  • Result: "Dear Ms. Johnson,"

Warm greeting with nickname fallback:

  • Type: Hello [FirstName],
  • Or if nicknames are well-maintained: Hello [Nickname],
  • Result: "Hello Sarah," or "Hello Sally,"

Best practices for greetings:

  • The [FirstName] tag is the most reliable because nearly every constituent record has a first name
  • If you use [Salutation], be aware that not all records have a salutation on file. If missing, the greeting will read "Dear Johnson," which may look awkward. Consider pairing it with a fallback.
  • The [Nickname] tag only works when a nickname has been entered on the constituent record. If no nickname exists, it will be blank.
  • For donor-specific emails, you could include something like: [FirstName], your generous giving of [TotalDonated] has made a real impact!
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