Name Format Options

Name formats determine how to names are formatted in a marketing effort, as well as elsewhere throughout the program. For example, for marketing efforts such as event invitations and appeals or for use on a membership card, you may use a more formal format that includes titles and suffixes (Mr. William H. Smith Jr.). For marketing efforts like alumni letters, you may use a less formal format such as the nickname and last name (Willie Smith). The program provides many common name formats, but you can add custom formats if needed.

Name format options are parameter sets that specify which name formats to use for addressees and salutations for individuals, organizations, and households and groups, as well as how to format joint names. From the Name Format Options page, you can create multiple sets of name format options that are tailored for different types of marketing efforts and correspondence.

To access the Name Format Options page from Marketing and Communications, click Name format options under Configuration.