Help center/CRM Module/Constituent Profiles

How are salutation fields populated and used?

Updated Sep 17, 2026·1 min read

In the constituent profile there are salutation fields that can be used in letters, emails, and texts. In an individual "Contact" constituent's profile, there are three fields:

Formal Salutation - auto-populated from the Prefix, Last Name/Constituent, and Suffix fields
Informal Salutation - auto-populated from the First Name field
Envelope Salutation - auto-populated from the Prefix, First Name, Last Name/Constituent, and Suffix fields

These fields are editable, so you can override the auto-populated values. You can add spouses names, nicknames, or other forms of salutations as desired.

The mail merge fields Formal Salutation, Informal Salutation, and Envelope Salutation are available for mail merge letter templates, email templates, direct emails, and texts messages.

For "Company" profile types, only the Formal and Envelope salutation auto-populate with the Last Name/Constituent field information.

You can manually add the name of the primary contact or you could add something like "Friends," Supporters," or "Members" for companies that you would like a more generic greeting to be used.

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How are salutation fields populated and used?

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