Replace First Name Contact in Email With A Default Text When There Isn't a First Name in the Contact

Highlighted
Regular Contributor

Hi there,

 

I am new to this community, so I do apoligize if this question has been asked and answered. I did a search, and I didn't quite find the answer I was looking for. I am a bit new to scripts and Hubspot so any guidance is greatly appreciated. 

 

My problem:

I recently created an email to send out, and the contact list that I have is over 5000. Not all of the 5000 contacts has a first name so when I sent out the email, the contact with a first name showed up as "Hi John," while the contacts without a first name had "Hi (blank),." I found an IF/Else script from another post, but it didn't quite work because it would say "Hey There" even when there was a first name in the contact email. The first name got override by the "Hey There" text that I entered in. I hope I explained it well. Please let me know if you have any questions.

 

Thank you!

 

This was the script I found on this Hubspot post

{% set fname = contact.firstname|default('') %}

{% if fname|list|length > 2 %}

Dear {{contact.firstname}},

{% else %}

Dear Valued Member,

{% endif %}

Reply
0 Upvotes
12 Replies 12
Highlighted
Community Superstar

>>Replace First Name Contact in Email With A Default Text When There Isn't a First Name in the Contact

 

Welcome @Zoomi.

HubL Reference - If statementsHubL Reference - If statements

- see HubL Reference - If statements

 

Instead, you'll want to consider creating/changing the default value for your HubSpot Contact First Name personalization token to something like 'there'. That way, when the value is blank, the default will kick in and read something like ...

 

Hi there,

This message is just for you ...

 

- see Create default values for your personalization tokens

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Visit

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

Highlighted
Regular Contributor

Hi Frank,

 

Thank you so much for the helpful information! This helps a lot!

 

This next question may sound dumb, but I was wondering how I would setup "Hi," when there isn't a first name? Right now, I have Hello "Firstname" and I add a comma after "FirstName" so it looks like Hello FirstName,. What if I decide not to have a default value as "There" but I only want it to say "Hello,"(but I want the comma next to 'Hello') instead. Currently, when there isn't a FirstName, it shows up as "Hello ," how would I fix this issue?

 

Thank you again for your help!

- Kevin

Highlighted
Occasional Contributor

I'd also like to know about this! This is an age-old issue with personalization, there MUST be a workaround.

Highlighted
Occasional Contributor

I would like to know the solution for this issue as well!

Sometimes, instead of saying "Hi there," to people without a first name, it's probably better to simply say "Hi,".

 

In addition, what if when a contact's first is not in good writing, for example, john or jOHN instead of John. Many of our contacts' first name are like that. What do you guys do when your database in such lower quality?

 

Thank you.

Highlighted
Community Manager

To add my two cents here, even if you don't have a value for the default value, it would create a space between the hello and the comma ("hello ,"); if you are looking to use a personalization token, I would say it comes down to personal and brand preference for whether "hello there," / "hi friend" / "hi again" or "hi ," / "hello ," "dear ,".

 

@Bryantworks@MatthewShepherd@AM8 do you have any favorite personalization tokens for default values? 

 

Thank you,
Jenny


We are excited to announce that the Community will be launching a weekly newsletter on November 2, 2020!
Sign up today!
Reply
0 Upvotes
Highlighted
Esteemed Contributor

@jennysowyrda : Yep, I agree with you, if we do use a personalization token then there would be a space even if the default value is empty. 

As a company we usually just go with Dear , or Hello , and avoid using terms like Hi there,. 

 

Another workaround that I use is that sometimes based on the content, I drop the word Hi or Dear completely. I just start my email as: 

<FirstName>

Congratulations on < Company Name > being named as one of the top 10 startups to look out for in 2019.  In the light of this development, I am sure you are facing the challenge of ..... blah blah blah 

@ClaireHsu : Bad data is a big issue. BIG! The only way to fix it is to implement data hygiene. But in the meantime you can try sending emails without personalization tokens. Just say Hi, or Hello, . 
Getting a name spelled wrong or typed in wrong formatting really kills the "human" aspect of the email and hurts the campaign. 

Hope this helps
Thank you.
-AM8 
#Did my post help answer your query? Help the Community by marking it as a solution.
Highlighted
Occasional Contributor

Has a resolution been found regarding the issue of there being a space between Hi/Hello and the comma in the event that there's no first name? I see that several people raised the issue, but only saw workarounds discussed and no solutions.

 

Thanks so much,

Josip

Reply
0 Upvotes
Highlighted
New Contributor

I am preparing emails, and although we have recipients' FIRST NAME in their contact record, and the code is in the emails, the eamils never use it. So all emails say simply "Hi". This is not suitable, and although I have tried using HubSpot templates etc., cannot fix the problem. It's probably something simple, but would love to resolve ASAP.

Reply
0 Upvotes
Highlighted
Community Manager

Hi @ClassicSiam,

 

If you are still experiencing this issue, can you please share screenshots of what you are seeing and public links to where you are getting stuck? 

 

The more information, screenshots and details you can provide, the better the Community can assist!

 

Thank you,
Jenny


We are excited to announce that the Community will be launching a weekly newsletter on November 2, 2020!
Sign up today!
Reply
0 Upvotes
New Contributor

Hello,

 

I am also currently having this issue. My marketing email has "Dear Token: First Name" with the global default value setting on for "Friend" in lieu of the first name token. All of the emails I send only include the default Friend even though there is a First Name value. How do I resolve this issue? Thank you!

Reply
0 Upvotes
Highlighted
Community Manager

Hello @voke 

 

In Order for us to investigate more, could you please provide us an example that was sent friend but it had the first name in the property once the email was sent?

 

The more information, screenshots, and details you can provide, the better I can advise on the next steps.

 

Thank you,

Pam


We are excited to announce that the Community will be launching a weekly newsletter on November 2, 2020!
Sign up today!


Reply
0 Upvotes
Highlighted
Regular Advisor

Thanks for the tag @jennysowyrda !

 

@Zoomi 

 

We typically use our tokens to match our businesses:

 

Hey Pet Parent,

Hey HubSpotter,

Hey members,

 

And so on, the beauty of the contact tokens is the personability, but even more so you can do it as defaults by moreso general terms for your audience!

Chris Bryant | Your Dedicated HubSpot Expert