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How Do I Add a Salutation?

Learn how to add a salutation in Event Temple. Use the “Dear” field on a Contact for custom text or set up a static picklist via a Booking Custom Field for consistent merge field usage in your documents.

Updated over 2 weeks ago

You can add a salutation in Event Temple to personalize your documents. This can be used in merge fields for emails, proposals, and other client communications.


Using the “Dear” Field on a Contact

  1. Open the Contact you want to edit.

  2. Locate the Dear field (a text box) which a custom field

  3. Enter the salutation exactly as you wish it to appear (e.g., Mr. Smith, Dear Jane).

  4. Save the Contact.

This field can then be used as a merge field in your documents.


Using a Static Picklist

If you want consistent options across contacts, you can create a Booking Custom Field with a picklist:

  1. Go to Booking Custom Fields in your account settings.

  2. Add a new picklist field for salutations.

  3. Enter the static options you want available.

  4. Assign the field to Bookings or Contacts as needed.

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