Description – Agents can now use the nickname or first name tag in the pipeline automation, campaigns, or templates.

Use Case – Easier to send out bulk personalized emails to customers.

Process:

• Navigate to Pipelines. Choose Automation from the action button.

• Click on Add New Automation Stage for email or text.

• Add the tag Contact Nickname/First Name.

Note:

• The tag will be  available for selection in email campaigns, bulk text, pipeline automation,  SCD, and templates
• If the tag is not available, the nickname will be retrieved. If the nickname is not available, the first name will be retrieved in place of the tag.