A new Smart Salutation field is added to the system that automatically picks the salutation name for the user. By default, if empty, the Salutation field is going to be the first name of the user. So, in the case of a user named David, we can use @salutation as a smart tag and have it replaced by David. In the case of users who have a nickname or a different shortened name, we can add the same into the salutation field. For example First Name: Robert, Salutation: Bob. In this case, when we use the @salutation tag, it will be replaced with Bob. This allows us to put custom nicknames into Salutation for all users and then apply the same to our outgoing messages. Another example would be to add titles to the salutation eg: “Dr. Tucker”. The salutation field shows up in editing and also in Smart Tags for SMS and Email. 

If you have questions, email us at support@fieldnotes.ai.