Contacts & preferences
Names that make personalization feel natural
Store names for the way you actually address your clients.
By LoopLily · 1 min read
Separate greeting names from other details
A first-name field should contain the name you want to use in a greeting. Company names, job titles, and notes belong elsewhere. If a field contains ‘Maya Reed — new client,’ a personalized email may reproduce that awkward text rather than understanding which part is the name.
Respect the client’s preference
Use the name the person has shared with your business. Preserve meaningful spelling and accents, and avoid guessing a nickname. If your relationship calls for a more formal greeting, adjust the template and fields deliberately instead of relying on a casual first-name default.
Review before broad use
Inspect several records with long, short, and unfamiliar names. Preview the template’s layout, remembering that a self-preview uses sample details and does not validate every live record. A small amount of contact cleanup makes personalized text more dependable. When you do not know a preferred name, a carefully written neutral greeting may be better than a confident guess.