Beacon

Using salutations in Beacon

Updated 3 months ago

"Salutations", or "envelope names" are useful for letter headings and mailing labels.

They can appear in a variety of different formats, including:

  • Mr David Simpson
  • Mr C Houghton
  • Dr Ben Cook OBE

Beacon does not have an out of the box salutation or envelope name field, as using the full name (e.g. Mr Chris Houghton) is often enough.

However, the full name might not be appropriate in the some situations:

  1. You only want to use the first letter of the first name (e.g. Mr D Simpson)
  2. You don't want to include middle names
  3. Some of your supporters have a "suffix" on their name (e.g. OBE, Jr.)

If you're working with any of the above scenarios, read on!


link Using smart fields to auto-set salutations

Smart fields in Beacon are like Excel formulas. They automatically calculate when you change a record in Beacon. You can use smart fields to automatically calculate a salutation for your supporters, in the format that you prefer.

Below, we've listed formulas for each of the most common salutation formats. Each of these use the TEXTJOIN function, a useful formula for joining text together.

link Mr D Simpson

=TEXTJOIN(" ", TRUE, {{{name.prefix}}}, LEFT({{{name.first}}}, 1), {{{name.last}}})

link Mr David Simpson

=TEXTJOIN(" ", TRUE, {{{name.prefix}}}, {{{name.first}}}, {{{name.last}}})

link Mr David Simpson MSc

Beacon does not have a name "suffix" field out of the box, but you can create a short text field for storing this. Once you've done this, you can add it to the end of the formula:

=TEXTJOIN(" ", TRUE, {{{name.prefix}}}, {{{name.first}}}, {{{name.last}}}, {{{c_suffix}}})
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