Hi all.
How do you deal with the many different titles (salutations) that people have?
I use forms for prospects to complete when making an enquiry. On the form there is a drop down box with a number of titles Mr, Ms Mrs and so on. We also have “other” which, when selected displays an addition text box to be completed.
On the board we then end up with two columns. 1) displaying “other” and 2)displaying “preferred title”. All good so far.
Then our automated emails (of which we have many) use the fields to address the client but when the field (1) displays “other” we need to pick up field (2) with the preferred title.
I thought maybe we could use a formula field to populate the title field but I had difficulties figuring that out. Maybe I cannot write a new value to a field that has labels.
So I reached out to support. They came back with the option of using an “If” statement in each email automation. Whilst this may work, I feel it is a lot of unnecessary work rewriting all of the automated emails.
I cannot be the first to have the situation so I thought I would ask what solutions you all use for this.
Thank you in advance.
Graham
