CorpNote enables you to easily autofill a contact's name and company into your eCard and email designs. The 'autofill' feature uses the first name, last name and company from the contacts in your address book and can use alternative text for contacts not in your address book.
This tutorial covers how to autofill a contact's name in the top greeting line of your email and how to insert a contact's name and company anywhere within the body of the email.
If you are looking for a tutorial on how to autofill name and company in the email's subject line and preheader text, see our tutorial for how to Address & Send/Schedule your Email.
The top greeting line appears at the top of your email message on both eCards and email layouts. If you have contacts in your address book, the greeting displays your contact's first name; otherwise, the greeting displays alternative text you provide or no additional text if you leave it blank.
Important Note: To see how your greeting line will display above your email message, click the "Preview / Save" button.
The 'Autofill Name' feature lets you auto-insert the recipient's First Name, First & Last Name and Company Name anywhere in the text of your email message.
The names are inserted as they appear in your address book. What you type in the ALT text box displays if contacts are missing the requested information in their address book entry, or if your recipients are not in your address book.
Step by Step Instructions:
Example:
If your email displays |*First_Name*| - this offer is just for you! and you have typed "To our valued customers" in the 'ALT' text box, then:
Autofill Name Rules:
Important Notes:
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