I am trying to create an email template with merge fields from lead contact names by - which is easy enough just by inserting the merge fields e.g. Dear {{{Recipient.Salutation}}} {{{Recipient.LastName}}}. However if there record Salutation field is blank, I would like to automatically insert just the records First Name only.
For example if the record was Mr. John Smith the result should be Dear Mr. Smith, however if the record was John Smith (with the Salutation filed blank) then the result should retun Dear John.
Is there a way to do this please, with formulas perhaps? e.g.
IF {{{Recipient.Salutation}}} is not blank return {{{Recipient.Salutation}}} {{{Recipient.LastName}}}
But IF {{{Recipient.Salutation}}} is blank then return {{{Recipient.FirstName}}}
What would be the correct syntax?
Thank in advance.
Hey Nigel,
I would create a custom formula field that creates your ideal salutation combination as you described.
And then I would use that as the merge field for emails.
I do not believe you can use formulas within an email template, but I could be wrong.
