Using The First Name Clip To Capitalise Activist Names In Emails

Using The First Name Clip To Capitalise Activist Names In Emails

When using Clips in Action Network emails you can add additional instructions to the Clip to affect how information is displayed, or to carry out calculations on the Clip value. In this quick guide we'll show how simple it is to make sure names have proper capitalisation when added to Action Network Emails.
To find out some of the basic about Clips check out this guide: Getting Started With Clips To Personalise Emails

How To Capitalise The First Name Clip

1. From the email editor click on Clips and select the First Name clip.



2. This will add the following into your email:
{{ FirstName | default: 'Friend' }}

3. Click into the Clip text and edit it so it reads:
{{ FirstName | capitalize |default: 'Friend' }}

What The Capitalize Instruction Does

The capitalize instruction takes the value of the clip and adds proper capitalisation to it. That is, if an Activist's name has been entered as rob, the capitalize instruction will tell Action Network to display the value as Rob. This overcomes the issue of improperly capitalised names in Action Network, without the need to go in and edit Activist Records.
You can use the Capitalize instruction on other Clips where data may be improperly capitalised, such as the Custom Field value clip. Why not try it in your next email, but remember to test your email before sending it!