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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...
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!
jessica.lamb
Advisely Partner
Advisely Partnerewkservice01 - 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.
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.
- rainier.reyes
Advisely Team
Great responses jessica.lamb and hope those were helpful ewkservice01 !
Just a friendly reminder as well that for any specific Xplan questions like this, you can also submit a request through Iress Connect here and get assistance from the Iress helpdesk team.
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.
- rainier.reyes
Hey Cass - that's correct! Anything to do with Xplan functionality and usage, you can pop a support request through Iress Connect and the Support team can help you out.
Contact numbers and times available are on this page but if you want to know more about the support framework, you can read more here.
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