Sender First Name in Email Templates

MHarkness

It would be great to be able to set up email templates with just the User First Name as a field.

The full name option can look too formal at times.

Leo

You can - the field "First Name" and "Last Name" are available. If they are not showing ask the support to add them for you.

Leo

This is already an option on pipedrive. If the First name and Last name fields are not showing speak to support who will add them for you.

MHarkness

Hi Leo,

I've spoken to support regaring this, it's only possible to add the 'First Name' of the Person you are contacting, rather than First Name of Sender.

The workaround I've been given is to change the name on my account to just my first name, so that 'Sender Name' just gives first name

Sophie

Hello!

Another way to have the first name and last name contact person fields to appear if you can not see them in your account is by connecting your contact sync! Once you do that, those 2 name fields should appear!

However, regarding your question @MHarkness, what Support confirmed is correct, at the moment, you can have a merge tag for the first name of a contact person but it is not possible to add a Sender name merge tag. You can adjust your sender name in the email sync settings!