As a standard Distributed Marketing user, you can customize your Distributed Marketing experience by setting a preferred default for how your campaign message recipients are greeted.
Required Editions
| User Permissions Needed | |
|---|---|
| To set default message greeting: | DMAdministrator License permission set and Administrator permission (mcdm_15 namespace) or DMStandard License permission set and Standard permission (mcdm_15 namespace) is required. |
Choose between greeting your recipients by their first name, full name, or other custom options that your company allows. This setting is the default for all campaign messages. You can change the default for individual campaigns or for individual recipients when you review them before sending.
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In Salesforce, from the App Launcher, find and open Distributed Marketing
Settings.
Tip You can also access settings from the Campaign Messages component on a campaign record. To set the default message greeting for all campaigns, click Global Settings. To set default personalizations for individual campaigns, click Message Settings. -
Select a default setting for Greeting.
Note Selecting System Default automatically uses the default setting established by your company. - Click Apply Changes.