Dynamic Salutations

Overview

Dynamic salutations allow the Development/Advancement office to have very granular salutation configuration per development role. The Development/Advancement office often needs to send out large mailings where certain people are addressed with one salutation type/value, and other people are addressed with a different salutation type/value depending on who they are (their role). For example, if the person is a Board Member, the development/advancement office may want the salutation value for them to be Formal and use their middle initial; but if someone else’s primary development role is Alum, for the same mailing the development/advancement office may want the salutation value for the Alum to include their grad year and their maiden name. This can be accomplished using Dynamic Salutations. The specific salutation value for the individual or household is applied per Primary Development role.

If a donor has many development roles, their Primary development role is determined based on the hierarchy of those roles. Commonly, a “Board” role is ranked higher than a “Parent” role, so if the donor is both a Board Member and a Parent, the Board salutation value will be applied for this person. Because a person’s primary development role can change, their salutation value will change as well. This is what makes these salutations Dynamic. All the salutations rules such as overrides, enabling or disabling a salutation, etc. apply to Dynamic salutations.

Configuring Dynamic Salutations

configure dynamic salutationsAll Development Roles that are configured in the Veracross Development module will be available for Dynamic salutation configuration. Dynamic salutations allow Development/Advancement options to specify the salutation type per Primary Development role (whether Addressee, Formal, or Informal), which will influence which demographic fields are required in the salutation and which are optional (see “Options” below).

Contact your Account Manager if you are using the Veracross Development module and want to make use of Dynamic salutations. Dynamic Salutations have no extra cost, but enabling the use of any new salutation requires some configuration.

Options

Dynamic salutations can be modified and adjusted to function as needed. Once changes are made to the salutation configuration, a salutation refresh will apply the new configuration to all people / households. Not all salutations are created equal. Salutations of a certain type have some shared configuration options.

For example, the Addressee salutations can be configured to either include or exclude the Middle Name, but the Addressee salutations cannot be configured to exclude the Last Name; Last Name will always be included on an Addressee salutation. Similarly, appending Preferred Name would never be appropriate for a Formal salutation, so it is only optional with Informal salutations.

In other words, the switches seen on this configuration screen are not applicable for every salutation type. Following are three lists (one for each of the three main types of salutations) explaining every field that is either included, optional, or not an option for the salutation type and context. If the field is marked “included,” it will always be a part of that salutation type and context. If the field is marked “optional,” then in Salutation Configuration, the “Options” checkmark for that field will be functional. If the field is marked “not an option,” it will never be a part of the salutation.
ADDRESSEE

FieldHouseholdPersonMeaning/use/example
TitleIncludedIncludedMr., Mrs., etc.
First NameOptionalIncludedFirst name will always be a part of Person Addressee
Use Preferred NameOptionalOptionalCan optionally be used to override First Name
Display Middle NameOptionalOptional
Display Middle InitialOptionalOptional
Use Middle as Preferred FormatNot an optionNot an option
Last NameIncludedIncluded
Name SuffixNot an optionNot an option
Display Maiden NameOptionalOptionale.g. “George and Cindy Allen Abbott” where “Allen” is Cindy’s maiden name.
Append Preferred NameNot an optionNot an option
Display Male FirstOptionalNot an optionDisplay male’s name first regardless of Head of Household.
Display Female FirstNot an optionNot an option
Force Both NamesOptionalNot an optionTypically, for Household salutations where spouses have the same last name, the last name displays once.
Append HS Graduation YearOptionalOptionalAppend 2-digit Grad Year, e.g. “John Smith ’09”
Append College Graduation YearOptionalOptionalAppend 2-digit Grad Year e.g. “John Smith ’13”
Use Four Digit Graduation YearOptionalOptionalIf Grad Year is used, displays 4-digits e.g. “John Smith 2013”
Append AttributesNot an optionNot an option
Acknowledge Alumni OnlyNot an optionNot an option

INFORMAL

FieldHouseholdPersonMeaning/use/example
TitleNot an optionNot an optionTitles are only used in Formal & Addressee salutations.
Display First NameIncludedIncludedFirst name will always be a part of Informal salutations.
Use Preferred NameOptionalOptionalCan optionally be used to override First Name
Display Middle NameNot an optionNot an option
Display Middle InitialNot an optionNot an option
Use Middle as Preferred FormatNot an optionNot an optionThis is only an option for Formal salutations.
Last NameOptionalOptional
Name SuffixNot an optionNot an optionSuffixes are only used in Formal & Addressee salutations.
Display Maiden NameOptionalOptionale.g. “George and Cindy Allen Abbott” where “Allen” is Cindy’s maiden name.
Append Preferred NameNot an optionOptionale.g. “Timothy (Tim) Jones”. Will only work if “Use Preferred Name” is not used.
Display Female FirstOptionalNot an optionTypically, salutations display the Head of Household first. This option allows female name to always display first. This option is most typically used by All Girls schools.
Force Both NamesOptionalNot an optionTypically, for Household salutations where spouses have the same last name, the last name displays once.
Append HS Graduation YearOptionalOptionalAppend 2-digit Grad Year, e.g. “John Smith ’09”
Append College Graduation YearOptionalOptionalAppend 2-digit Grad Year e.g. “John Smith ’13”
Use Four Digit Graduation YearOptionalOptionalIf Grad Year is used, displays 4-digits e.g. “John Smith 2013”
Append AttributesOptionalOptionalAttributes show extra information about a person. For example, “Doug Masters P’09,’13,’13,’13,’18,’21 TR” means Doug is a Parent (P) of kids with graduation years of ’09, ’13, ’18 and ’21 as well as a Trustee (TR).
Acknowledge Alumni OnlyOptionalNot an optionIn households where one spouse is an Alum and the other is not, this switch drops the non-alum from the salutation.

FORMAL

FieldHouseholdPersonMeaning/use/example
TitleIncludedIncludedMr., Mrs., etc.
Display First NameOptionalNot an optionFirst name will never be a part of Person Formal
Use Preferred NameOptionalNot an optionCan optionally be used to override First Name
Display Middle NameOptionalNot an option
Display Middle InitialOptionalNot an option
Use Middle as Preferred FormatOptionalNot an optionWhen the “preferred name” and “middle name” are the same text, this setting is optional for HH salutations. The format is different depending on gender. For males, the format is {first initial}. {middle} {last}. For females, the format is simply {middle} {last}.
Last NameIncludedIncludedThe “Display last name” switch is not functional as it is only optional in Informal salutations.
Name SuffixIncluded (in specific scenarios)Not an optionThe Head of Household’s suffix alone will display in a Household salutation only if the Salutation is configured to display first names (see “Display First Name” above) unless the Head of Household’s title is “Dr.” and the suffix is “M.D.” as that would be redundant. For example: “Mr. John Abbott Esq. and Mrs. Eleanor Abbott”. Suffix will never be a part of any Person formal salutation.
Display Maiden NameOptionalNot an optione.g. “George and Cindy Allen Abbott” where “Allen” is Cindy’s maiden name.
Append Preferred NameNot an optionNot an option
Display Female FirstOptional (in specific scenarios)Not an optionIf the Head of Household is male and the spouse is female; and if the spouse and head of household have different last names or if the spouse is a Dr; then the switch is optional for household salutations.
Example 1: “Dr. Eleanor Abbott and Mr. John Abbott” because the female spouse is a Doctor.
Example 2: “Mrs. Emily Dryden and Mr. Charles Pierce” because they have different last names. If Emily and Charles shared the last name “Pierce”, the “display female first” switch would not be functional in a formal salutation and their HH salutation would have the Head of Household name display first.
Force Both NamesOptionalNot an optionTypically, for Household salutations where spouses have the same last name,
the last name displays once.
Append HS Graduation YearOptionalOptionalAppend 2-digit Grad Year, e.g. “John Smith ’09”
Append College Graduation YearOptionalOptionalAppend 2-digit Grad Year e.g. “John Smith ’13”
Use Four Digit Graduation YearOptionalOptionalIf Grad Year is used, displays 4-digits e.g. “John Smith 2013”
Append AttributesNot an optionNot an optionThe detailed attributes would never be appropriate for a formal salutation, so this switch is not functional for formal salutations.
Acknowledge Alumni OnlyNot an optionNot an optionAcknowledging an alumnus/a only would never be appropriate for a formal salutation, so this switch is not functional for Formal salutations.

 For more information on configuring salutations, see the Salutations Overview article.