Salutation and address

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Learn how to define the salutation in Wise marketing messages.

The Wise system has the ability to reference a customer's provided gender and age to determine an appropriate salutation. If your library does not configure a process for determining salutations, the system will use the default process, which uses the same salutation for customers of all ages and genders. Multiple salutation and address processes can be created for compiling an address and/or composing the header of a message.

Note: Salutations can be configured for notifications and reminders only at this time.

(TABMAD) Salutation and addressing, main configurations

(TABMAD) Salutation and addressing, main configurations is used to define a salutation and address process.

Field	Description
Type	MAD - automatically defined by the system.
Code	A unique code, must be less than 7 characters.
Description	A description of the salutation configuration.

Structure salutation and addressing configuration

The configuration of salutation and addressing in customer messages is defined at Structure salutation and addressing configuration.

Field	Description
ID	Automatically generated by the system, the code is assigned as a count of the configurations created.
Code	Each configuration must have its own code. We advise creating a code that reflects the function of the configuration. Limit 7 characters.
Description	Brief description of the purpose of this process.
Permanent text address	Only fill in if a fixed text will be included in the first line of the address. Example: To the parents/guardians of Mr. Mrs. To Mr/Mrs
Form of address in address	Choose the desired method for addressing the individual in their address: R - Nickname + Last name V - First initial(s) + Last name VA - First names + Last name VB - First name
Contact person	Check the box to include the name of the contact person in the address.
Permanent text for salutation	Only fill in for salutation of an email or letter. Example: Dear Dear Sir/Madam Hello
Form of address in salutation	Select the preferred form of address for the salutation: R - Nickname N - Last name VN - First initial(s) + Last name RN - Nickname + Last name VA - First names + Last name VB - First name AN - Preferred first name + Preferred last name AF - Preferred first/given/personal name AL - Preferred last/surname/family

Salutation and address lines

Structure for age and gender in customer messages is defined in Salutation and address lines.

Field	Description
No label text	Automatically generated by the system
Main process	Automatically generated by the system
Gender	Select the gender for this address method: M - Man V - Woman I - Setting O - Unknown Gender can be made a required field for new customers when signing up for a library account. O is used if the gender is unknown. If no rule can be found for the gender of a customer, Wise will use O as the default.
Age from	Enter the starting age for this rule (numeric value between 0 and 99)
Age to	Enter the ending age for this rule (numeric value between 0 and 99)
Addressing configuration	Select the desired Addressing configuration from the drop-down list.
Salutation method	Select the desired Salutation method from the drop-down list.

Test AA configurations

Wise allows you to test your address and salutation configuration via the Wise configuration manager.

To test address and salutation configurations:

In the Wise configuration manager, go to systemWise > Marketing > Salutation and address > Test AA configuration.
Enter an actor ID (customer ID) and select an Addressing configuration code from Code the drop-down list.
Click Test. The screen displays the addressing code, address method, and how the customer will be addressed in the message.