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Product update (January 2019): Use first names in your email templates

We've updated our email templates so you can now reference participants by their first name!

When updating your email templates, you'll now see these new merge tags:

  • [First Name Of Approver]

  • [First Name Of Person Being Assessed]

  • [First Name Of Person Giving Feedback]

  • [First Name Of Report Reviewer]

  • [First Name Of Sender]

Here's how to add one into your email template:

When you send the email, the tag will be replaced by the participant's first name:


Note: This feature relies on you saving your participant names with the first name at the start. For example, "Paddy Mann" and not "Mann, Paddy" or "P Mann".