Examples: inserting a predefined personalised salutation

Note: We recommend storing the personalised salutation centrally as a module. You can then use the salutation module in your future mailings.

Step by step

  1. Create the following columns in your recipient table:
    • a column with the name ‘Gender’ and the column type ‘Text’ which contains information on the gender of the recipients (the value "w" for female recipients, the value "m" for male recipients, the value "d" for recipients that should be addressed neutrally)
    • A column with the name ‘First name’ and the column type ‘Text’ which contains the first names of the recipients
    • A column with the name ‘Surname’ and the column type ‘Text’ which contains the surnames of the recipients
  2. Open the mailing in the Editing workflow step.
  3. Click the position in your mailing where you would like to insert the personalised salutation.

  4. Copy the commands from one of the following examples and insert them as text into your mailing:

    [%if surname IS_EMPTY]Dear Sir or Madam,
    [%elseif Column("Gender") = "m"]Dear Mr
    [first name,postfix()][surname],
    [%elseif Column("Gender") = "f"]Dear Ms
    [first name, postfix()][surname],
    [%elseif Column("Gender") = "d"]Good morning
    [first name, postfix()][surname],
    [%else]Good morning,[%endif]

    [%if Column("first name") IS_EMPTY) AND Column("surname")
    IS_EMPTY]Hello
    [%elseif Column("first name") NOT_IS_EMPTY AND
    Column("surname") IS_EMPTY]Hello [First Name].
    [%elseif Column("First name") NOT_IS_EMPTY AND
    Column("LastName") NOT_IS_EMPTY]
    Hello [first name] [last name] [%endif]

    • These examples contain individualized text for different salutations ("Dear Sir", "Dear Madam", "Good morning") as well as the field for the recipient’s first name and surname.
  5. Save your entries.
  • You have inserted a personalised salutation into your mailing. The Quick Preview ( ( Show/Hide Quick Preview)) button shows the personalized salutation for the recipient currently selected in the Check workflow step using the Check Content button.

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