Click the pencil icon on a field to make changes. NPSP automatically uses the first names for the informal greeting, and first and last names for the formal greeting. Talk to the amazing Salesforce admin at your organization if you’d like to change the default to a different format.
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Customize the Formal Greeting Format
- In NPSP Settings, click People | Households.
- Click Edit.
- Select an option from the Formal Greeting Format field: ...
- Click Save.
What is the difference between formal and informal greetings?
The Formal Greeting would be Mr. Roberto Alvarez and the Informal Greeting would be Roberto. If you added his wife Lucy to the household, the Formal Greeting would add and Mrs. Lucy Alvarez and the Informal Greeting would include and Lucy .
Should you add a salutation to your greeting card?
If you’re a more formal organization, you could add a salutation, too. The household name, formal greeting, and informal greeting convention also depends on how many contacts are part of the household, how many you want to list, the order of contacts, and so on. Those factors have their own settings.
Is there a pre-chat form in Salesforce?
For one, there isn’t any notion of a pre-chat form—you can’t query customers in advance for information. However, you can still query your org using the information that you do have. For some messaging channels (such as SMS), you have their phone number.
How do you greet a customer?
Greet the customer by name. Learn about intent detection and why it’s particularly valuable with bots and messaging. The beginning of a messaging conversation is a little different than a chat session.
How NPSP Names Household Accounts
When you create a new contact and leave the account name blank, NPSP creates a related household account record for you.
Customize Household Naming
NPSP gives you many different options to automatically name your household accounts beyond the default option of [Last Name] Household .
Automatic Household Renaming
Some actions on an existing household account will trigger an automatic update of a household name, formal greeting, and informal greeting. For example, if you update the value of a contact field that's included in the household naming formula, NPSP automatically updates the household name.
Manually Refresh All Household Names
If you change your household name defaults and want to apply those settings to all existing households, you can update them all with just the click of a button.
Customize the Name Sequence
One small change your users may need to make is to reorder the contact names in household names, formal greetings, and informal greetings. This isn’t a bulk admin setting, but changed on each household account record.
Quiz
1 True or false: Nonprofit Success Pack automatically creates and names household accounts when you create a contact and leave the account name blank.
