Adding a Friendly Name for a customer

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."

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

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Once you're done, insert the {{ customer.friendly_name }} variable into your response templates.

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Mar 30, 2022

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