Adding a Friendly Name for a customer

What is a customer Friendly Name?

Re:amaze allows you to add a Friendly Name to a customer's profile. Friendly names can be used as variables, which will make response templates feel more personal for your customers when you use them.

To add a friendly name, navigate to "Contacts" and select the contact profile you want to add a friendly name to. You can also access a customer's contact page while your corresponding with them in the Right Rail. Hover your cursor over the customer's name and an edit icon will appear. Click "Edit name."


Add your friendly name in the "Goes By" field and click "Update."


Once you're done, you can use the {{ customer.friendly_name }} variable when creating Response Templates, Autoresponders, etc.


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