How to add salutation to Email Template

General Remarks

You need to distinguish what the exact email type is and who the recipient is. Some placeholders can only be used with certain addressees but not with others. See below:

  1. ${emailRecipient.firstName}

    for internal users and contact persons: displays first name

    for clients and vendors: cannot be used

  2. ${emailRecipient.lastName}

    for internal users and contact persons: displays last name

    for clients and vendors: cannot be used

  3. ${emailRecipient.name}

    for internal users and contact persons: displays first name

    for clients and vendors: displays the content of the "Name" field (i.e. short name for companies or first and last name for people)

  4. ${emailRecipient.displayName}

    for internal users and contact persons: displays first and last name

    for clients and vendors: displays the content of the "Name" field (i.e. short name for companies or first and last name for people)

Code Snippets

We will use Spanish in the examples below. What we want to achieve is phrases like "Estimado Sr. Marquez" or "Estimada Sra. Lopez" depending on the gender indicated in their XTRF profiles. If gender is not provided or the message is sent to a general address of the customer or vendor (think: office@ or projects@), then "Estimado/a ..." should be used.


The first script will work in emails sent to clients, vendors and their contacts:

#set($s="")#if(${emailRecipient.person})#if($utils.unwrap(${emailRecipient}).gender.name()=="MALE")Estimado Sr. ${emailRecipient.lastName}:#elseif($utils.unwrap(${emailRecipient}).gender.name()=="FEMALE")Estimada Sra. ${emailRecipient.lastName}:#else${s}Estimado/a ${emailRecipient.displayName}:#end#else${s}Estimado/a ${emailRecipient.displayName}:#end

But you would have to use the following script in emails sent to internal users, e.g. Project Managers:

#set($s="")#if($utils.unwrap(${emailRecipient}).gender.name()=="MALE")Estimado Sr. ${emailRecipient.lastName}:#elseif ($utils.unwrap(${emailRecipient}).gender.name()=="FEMALE")Estimada Sra. ${emailRecipient.lastName}:#else${s}Estimado/a ${emailRecipient.displayName}:#end

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