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ewkservice01's avatar
ewkservice01
Curious Observer
5 months ago
Solved

How to code birthday greetings in XPLAN

Hi Everyone, we are looking for assistance in coding the birthday email for clients. We need help with setting up coding so that the birthday greeting shows only the client who is celebrating their b...
client engagement
clients
xplan
  • Jessica-Lamb's avatar
    Jessica-Lamb
    5 months ago

    Hi ewkservice01 - great question!

    Here is some code that will help you:

    First Name: <:=$recipient.first_name:>

    Use it like this:

    Dear <:=$recipient.first_name:>, 

    Preferred Name <:=$recipient.preferred_name:>

    Use it like this:

    Hi <:=$recipient.preferred_name:>,

    You can also add their surname as well: 

    Dear <:=$recipient.first_name:> <:=$recipient.last_name:>, 

    Dear <:=$recipient.preferred_name:> <:=$recipient.last_name:>, 

    You can even get fancy, and check if there is a preferred name first, then use the first name if there isn't a preferred name - use:

    Dear <:if $recipient.preferred_name:> <:=$recipient.preferred_name:><:else:><:=$recipient.first_name:><:end:>,

     

    Hope this helps. Don't forget you can insert Email Syntax by clicking the X icon in the tool bar and choosing the field you want to include. 

    P.s. Hope you are automating the Birthday Card to be sent via scheduler. If you not doing this, and manually sending it - let me know - I'll pop some pointers here on how scheduler can do it for you!

ewkservice01's avatar
ewkservice01
Curious Observer

Hi everyone, thank you for the responses. It was very much helpful.

I would like to ask if anyone knows how to cancel automated xplan emails? I would like to cease the automatic sending of birthday greetings.

Thanks!

Jessica-Lamb's avatar
Jessica-Lamb
Icon for Advisely Partner rankAdvisely Partner
4 months ago

ewkservice01 - It depends on how they are being sent currently. 

Emails can be sent from XPLAN via Scheduler. If your emails are scheduled to be sent to the client, you can change the Schedule to 'Inactive' or delete the schedule. 

Emails can be sent off the back of a Task. In this case, you can edit the task and remove the email from being sent. This will resolve the emails for new tasks. Any existing tasks would need to be aborted. 

Hope the above helps. If not let me know and I can assist further. If you can provide more information on the initial set-up to send out the automated emails I am happy to provide more details on how to turn this feature off. 

 

  • ewkservice01's avatar
    ewkservice01
    Curious Observer
    4 months ago

    Hi Jessica,

    Upon checking the Scheduler and Tasks, the birthday greetings template is not located there.

    The template is located in the Template section > Email Templates.

    Thank you.

      • Cass's avatar
        Cass
        Virtual Explorer
        4 months ago

        Can we log questions regarding functionality & usage?  Specifically how to implement the use of digital signatures?  I've read all of the relevant Iress Learning Centre content and my questions haven't been answered.