Administer Default Greeting Options

To help control voice and tone, select the greeting options for standard Distributed Marketing users to choose from. Distributed Marketing automatically includes First Name and Full Name options, which can’t be edited or removed. If you use custom fields, such as Preferred Name, add up to eight more greeting options.

Required Editions

User Permissions Needed
To set default personalization and options:	DMAdministrator License permission set and Administrator permission (mcdm_15 namespace)

In Salesforce, from the App Launcher, find and open Distributed Marketing Administration.

Tip You can also access Distributed Marketing Administration by clicking Administration from the Campaign Messages component on a Campaign record page.
To add custom greeting options, click Add Another Greeting.

Note Each greeting requires an associated field for every object.
To set a default greeting option, click Set Default for that option.
To save your changes, click Apply Changes.

Tip You can remove any greeting option that isn’t set as the default option.