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Updated Formal Greeting Examples (markdown)

Sarah Poger Gladstone 2019-05-28 02:40:32 -04:00
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Formal-Greeting-Examples.md

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## Overview
For the "formal" tokens:
For the formal tokens
* "Formal: Mr. and Mrs. Kline" {greetings.joint_formal} in a CiviCRM message template
* "Formal with first name: Mr. and Mrs. Michael Kline" {greetings.joint_formal_firstname} in a CiviCRM message template
There is a fair amount of nuance to what the result will look like. This is because there is a fair amount of nuance in real life etiquette, as described at http://emilypost.com/advice/guide-to-addressing-correspondence/
**Data Requirements for individuals to be addressed as a couple**
* The "spouse of" relationship between 2 contacts is active/enabled and neither contact is marked as deceased.
**Data Requirements:**
**Data Requirements for individuals (in a couple or not) **
* The individual contact has "individual prefix" and/or "gender" filled in.
**Data Requirements for couples to get "Mr. and Mrs. style results**
* The "spouse of" relationship between 2 contacts is active/enabled and neither contact is marked as deceased.
* One contact in the 'spouse of' relationship has gender filled in as "Female"
* The other contact in the 'spouse of' relationship has gender filled in as "Male"
* Each contact in the "spouse of" relationship has an identical last name
* The female contact has no "individual prefix" filled in, or is filled in as "Mrs."
## greetings.joint_formal_firstname
## greetings.joint_formal_firstname examples
The result of the token "Formal with first name" depends on your CiviCRM data. Some examples:
**Result:** Mr. and Mrs. Michael Kline
If the "spouse of" relationship between 2 contacts is active/enabled and neither contact is marked as deceased, YET the above data requirements are not met, then the token result will be one of the following examples:
* Mr. and Mrs. Michael Kline (no one has a title, same last names, one male, one female)
* Dr. and Mrs. Michael Kline (one has a title, same last names, one male, one female)
* Mr. Michael Kline and Ms. Judith Smith (no one has a title, different last names)
* Ms. Judith Smith and Mr. Michael Kline (no one has a title, different last names)
* Mr. Michael Kline and Ms. Judith Smith-Klein (no one has a title, different last names)
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* Mr. Michael Kline and Mr. Jeff Smith (no one has a title, different last names)
* Mr. Jeff Smith and Mr. Michael Kline (no one has a title, different last names)
* Mrs. Judith Smith and Mrs. Hannah Smith (both have a title of "Mrs.", same last name)
* Dr. Judith Smith and Mr. Micheal Smith (One person has a title, same last name)
* Dr. Judith Smith and Mr. Micheal Kline (One person has a title, different last names)
* Dr. Judith Smith and Dr. Micheal Smith (Both people have a title, same last name)
* Dr. Micheal Smith and Dr. Judith Smith (Both people have a title, same last name)
* Dr. Judith Smith and Mr. Michael Smith (One person has a title, same last name)
* Dr. Judith Smith and Mr. Michael Kline (One person has a title, different last names)
* Dr. Judith Smith and Dr. Michael Smith (Both people have a title, same last name)
* Dr. Michael Smith and Dr. Judith Smith (Both people have a title, same last name)
* Ms. Judith Smith (single, no title, female gender)
* Mr. Michael Kline (single, no title, male gender)
* Dr. Judith Smith (single, has a title)
## greetings.joint_formal
## greetings.joint_formal examples
* Mr. and Mrs. Kline (no one has a title, same last names, one male, one female)
* Dr. and Mrs. Kline (one has a title, same last names, one male, one female)
* Mr. Kline and Ms. Smith (no one has a title, different last names)
* Ms. Smith and Mr. Kline (no one has a title, different last names)
* Mr. Kline and Ms. Smith-Klein (no one has a title, different last names)
* Ms. Smith-Klein and Mr. Kline (no one has a title, different last names)
* Mr. Michael Kline and Mr. Jeff Smith (no one has a title, different last names)
* Mr. Smith and Mr. Kline (no one has a title, different last names)
* Mrs. Smith and Mrs. Smith (both have a title of "Mrs.", same last name)
* Dr. Smith and Mr. Smith (One person has a title, same last name)
* Dr. Smith and Mr. Kline (One person has a title, different last names)
* Dr. Smith and Dr. Smith (Both people have a title, same last name)
* Ms. Smith (single, no title, female gender)
* Mr. Kline (single, no title, male gender)
* Dr. Smith (single, has a title)