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!


    • Related Articles

    • Understanding The Clip Demo Email

      If you've arrived here before first requesting a demo email you'll first need to complete this form. You'll then receive an email that demonstrates how some of the Clip fields will display in an email. You might want to check out this guide before ...
    • Getting Started With Clips To Personalise Emails

      What Are Clips? Clips are mainly used to take the information we hold on Activists and insert it into emails, just like a mail merge. The simplest example of this is the First Name Clip which we use to address emails to individual recipients, rather ...
    • Using Personalisation Datasets To Personalise Emails

      What Are Personalisation Datasets? The Personalisation Datasets feature was released by Action Network on September 16th 2021. This feature allows you to create custom clips, which return a value based on the value of a Custom Field. How Can ...
    • Why Are There Two Activist Searches In Action Network, And How Are They Different?

      A common cause of confusion within Action Network is the presence of two separate Activist Searches, which each serve different purposes and function in different ways. In this guide we'll explain the difference between the two functions. People: ...
    • Using Clips To Create Custom Donation Amounts In Action Network Emails

      You can use filters in Clips to carry out simple calculations, such as multiplying, rounding or capping numerical values. In this guide we'll go through some ways you can use these filters to create custom donation amounts in emails. If you haven't ...