This post is republished with permission from Bruce Sithole’s blog, Bruce 365.
I have been creating and crafting email templates using ClickDimensions for Dynamics 365/CRM lately. As you personalize emails more to try and get the best response, every little bit of attention to detail helps. For example, in the one environment, I found that contacts’ first names had a mix of different formatting/casing, such as:
This to me, wouldn’t be a great experience if I received an email that started off like this:
Even though most people know that emails are generated automatically, they should still look/feel as natural as possible. Having a first name in all caps would show a lack of care to me or at least make it obvious that it’s just a bulk send and the sender couldn’t be bothered with presentation!
ClickDimensions supports basic FreeMarker functions. Using the capitalize function on the contact first name solves for the above problem.
The above results in formatting the first name into what we/you would expect when sending an email.
Following are some examples: