CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site

This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Question RE: Email Greetings
Pages: [1]

Author Topic: Question RE: Email Greetings  (Read 616 times)

lowfidb

  • I’m new here
  • *
  • Posts: 11
  • Karma: 0
Question RE: Email Greetings
September 16, 2013, 11:54:41 am
Hi,

I doubt I'm the only one to have this issue, but I couldn't seem to find an answer in the forums.

We've got some individuals in our database where we don't have a first name (usually just an email address). Is there an easy way to give all those individuals with no first name listed a generic "Dear Friend," greeting rather than "Dear  ," like it currently stands? Any suggestions would be much appreciated.

Thanks!

JonGold

  • Ask me questions
  • ****
  • Posts: 638
  • Karma: 81
    • Palante Technology
  • CiviCRM version: 4.1 to the latest
  • CMS version: Drupal 6-7, Wordpress 4.0+
  • PHP version: PHP 5.3-5.5
Re: Question RE: Email Greetings
September 16, 2013, 12:23:34 pm
I'm not sure if there's a way to leave a breadcrumb for dgg (hopefully he'll see this!) but this is a good example of the functionality we discussed at CiviCamp.  That is, to change the value of a single field for all found contacts to the same value.

To lowfidb - until this functionality exists, you have two options:
* Edit it directly in the MySQL database.  This is "easy" if "easy" means "not too much work", but not if "easy" means "accessible to non-technical folks".
* Use the "Batch Update via Profile" action.  However, this is limited to 100 records at a time, so may or may not be feasible for you.

If your organization is willing to sponsor a development shop implementing the functionality I mentioned at the top of this, please get in touch!
Sign up to StackExchange and get free expert CiviCRM advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

Donald Lobo

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 15963
  • Karma: 470
    • CiviCRM site
  • CiviCRM version: 4.2+
  • CMS version: Drupal 7, Joomla 2.5+
  • MySQL version: 5.5.x
  • PHP version: 5.4.x
Re: Question RE: Email Greetings
September 16, 2013, 12:25:54 pm

Check:

http://civicrm.org/node/637

But i do think, it would be great for the product to get a few token improvements. Two things come to mind:

a. Default values (this post)
b. Ability to send parameters to tokens (so u can do smarter things)
c. Ability to get more than contact info (i.e. last contribution etc) from contacts (this is a bit related to item b)

lobo
A new CiviCRM Q&A resource needs YOUR help to get started. Visit our StackExchange proposed site, sign up and vote on 5 questions

JonGold

  • Ask me questions
  • ****
  • Posts: 638
  • Karma: 81
    • Palante Technology
  • CiviCRM version: 4.1 to the latest
  • CMS version: Drupal 6-7, Wordpress 4.0+
  • PHP version: PHP 5.3-5.5
Re: Question RE: Email Greetings
September 16, 2013, 12:33:19 pm
Lobo,

I don't mean to hijack this thread, but I think sending parameters to tokens opens a whole world of amazing new functionality to CiviMail.  I assume it would make default values (like this post) trivial - but it could also allow for some of the functionality that the heavy-duty mass mailers have, such as:

* A/B testing
* Sending mailings with content customized to the user based on their interests/location/etc.
* A perennial favorite of fundraisers: "Last time you gave $X, this time can you give $(X*2)?"

I think there's enough "shiny" functionality that this could potentially do well as an MIH.  Of course, this won't be a cheap job :(
Sign up to StackExchange and get free expert CiviCRM advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

Donald Lobo

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 15963
  • Karma: 470
    • CiviCRM site
  • CiviCRM version: 4.2+
  • CMS version: Drupal 7, Joomla 2.5+
  • MySQL version: 5.5.x
  • PHP version: 5.4.x
Re: Question RE: Email Greetings
September 16, 2013, 12:54:30 pm

yes, would be good to get a few seed sponsors help get this MIH going. Know anyone interested in funding this?

lobo
A new CiviCRM Q&A resource needs YOUR help to get started. Visit our StackExchange proposed site, sign up and vote on 5 questions

JonGold

  • Ask me questions
  • ****
  • Posts: 638
  • Karma: 81
    • Palante Technology
  • CiviCRM version: 4.1 to the latest
  • CMS version: Drupal 6-7, Wordpress 4.0+
  • PHP version: PHP 5.3-5.5
Re: Question RE: Email Greetings
September 16, 2013, 12:55:35 pm
No one with the funding to seed this - but can probably round up a couple of folks to give a few hundred bucks each.
Sign up to StackExchange and get free expert CiviCRM advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

Coleman Watts

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 2346
  • Karma: 183
  • CiviCRM version: The Bleeding Edge
  • CMS version: Various
Re: Question RE: Email Greetings
September 16, 2013, 01:36:26 pm
@lowfidb to address your original question there is a hook exampe here of how to solve the default value problem:
http://civicrm.org/blogs/colemanw/create-your-own-tokens-fun-and-profit
Try asking your question on the new CiviCRM help site.

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Question RE: Email Greetings

This forum was archived on 2017-11-26.