Adding a personalized greeting to your emails is a sign of professionalism and proves your attention to details. It also increased the chances of receiving a prompt reply, while decreasing the possibility of having your message marked as spam. Because it’s sometimes difficult to create automated emails based on the right greeting formula, we created the “Greeting on emails” text field.
You find it on Client Contact where you can define the appropriate greeting for each of your clients. For example, if the Client Contact Name is: Erna Miller, the greeting formula could be: “Hi Erna”, “Ahoy Erna”, “Hallo Erna”, “Dear Ms. Miller”, “Dear Lady Miller” etc.
Your MoneyPenny path for this field is: Contacts -> Clients -> choose “Client” and click on “Edit”. Remember to click on “Update” after editing the “Greeting on emails” field.
In MoneyPenny, it’s easy to customize emails in order to show the greeting in the email body (take a look at the screenshot below). Here is a preview of how your emails will look like: