Customisable 'To' field in BBDM/BBIS emails

With the nickname and customisable addressee and salutation name formats, users are able to make sure that constituents are addressed according to their wishes. However, the ‘To’ field in emails sent through BBDM or BBIS are not customisable, which means that despite the constituent’s nickname, addressee and salutation name formats, the ‘To’ field always contains their full name. The only way to make sure that constituents receive emails addressed to their preferred name is to change the first and/or last name fields. We would like the ability to be able to use nickname + surname in the 'To' field.
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
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  • Kristi Kolpanen commented
    April 26, 2022 20:45

    Couldn't this be accomplished by creating a name format which combines nickname + surname, and then pulling it through as merge field within an export definition?

  • +7