Instead of addressing your contacts in emails by their first name, you can update this to their nickname. Users who have Redtail as their CRM commonly use this as it's built into that system.
- When editing an email, click on Merge Tags in the editor toolbar.
- Navigate to Contact Shortcodes and click on Contact Nickname.
This will generate the [CONTACT_NICKNAME] shortcode. You can then replace the [CONTACT_FIRST_NAME] with [CONTACT_NICKNAME].
If a contact does not have a nickname specified in Redtail, the system will default to using their first name.
Ensure that each contact in Redtail has only one nickname assigned. For instance, if a contact named Elizabeth has multiple nicknames, such as Elisa, Beth, and Liz, all these variations might appear in the email. To prevent this, review your contacts and assign only one nickname per individual.
By following these steps, you can effectively address your Redtail contacts by their preferred nicknames in your email communications.