July 3, 2017 Uncategorized by

Replacement Code: FirstOrJoint

2016-09-19_07-56-49This new email replacement code can be used if you are emailing the Head of Household and would like the greeting to include the spouse’s name if the couple gives jointly. If the couple does not give jointly only the first name of the person in your list will be used.

EXAMPLE:

John and Mary Smith’s Contribution Statement Types are Joint. So, if you email John and use this email replacement code – {FirstOrJoint} – the greeting will be John and Mary.

George and Susan Jones’ Contribution Statement Types are Individual. So, using that same replacement code, the greeting will be just George or just Mary, depending on which one of them is in the list.

This is just the newest of many replacement codes that you can use in emails. Check them out!

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