Salutations in Quanda are four fields stored with each contact, which you insert into emails as personalization. In the English interface, you prepare them in the import file, for example Dear Ms. Smith or Hi Jane, and Quanda saves them in the Salutation section of the contact. Contact automations in the English interface do not offer an action that would create salutations, so the import file is the place to prepare them.

Which salutations Quanda stores

Every contact has four salutation fields:

  • Long salutation with surname, for example Dear Mr. Smith or Dear Ms. Smith.
  • Long salutation with name, for example Hi Jane or Hello Peter.
  • Short salutation (surname) without a greeting, for example Smith.
  • Short salutation (name) without a greeting, for example Jane.
The Salutation section of a contact in Quanda with the values Dear Ms. Smith, Hi Jane, Smith and Jane
The four salutation fields in the contact detail.

In an email, the result for the contact Jane Smith looks like this:

How to prepare salutations in Excel

Prepare your contacts as described in Export of contacts and preparation for their import and add a column for each salutation you want to use. When the file has the first name in column B, the surname in column C and the gender in column D, a formula creates the long salutation with surname for you:

=IF(D2="female","Dear Ms. "&C2,IF(D2="male","Dear Mr. "&C2,"Hello"))

Copy the formula down to all rows. Contacts without a gender get the universal Hello. The result looks like this:

Sample salutation columns in the import file
Email (main email) Name Surname Gender Long salutation with surname Short salutation (name)
jane@example.com Jane Smith female Dear Ms. Smith Jane
peter@example.com Peter Brown male Dear Mr. Brown Peter
info@example.com Hello

For the short salutations, simply copy the first name or surname column. When you write to Czech, Slovak or Polish contacts in their language, prepare the salutation in the form used for addressing people in that language, for example the vocative case.

How to import salutations

  1. Save the file as an xlsx workbook or as CSV UTF-8 (Comma delimited).
  2. Open Contacts, Bulk Contacts Import and upload the file. Choose the priority Imported Contacts when you are updating contacts you already have.
  3. When mapping the columns, assign each salutation column to the field of the same name, for example Long salutation with surname.
  4. Finish the import. More details are in the Contact import guide.

How to use salutations in emails

In the Email editor, open Personalization above a text block and choose the salutation:

Salutation tags in the Personalization menu
Menu item Tag Example result
Long salutation with surname {{ contact_salutation_last_name }} Dear Ms. Smith
Long salutation with name {{ contact_salutation_first_name }} Hi Jane
Short salutation (surname) {{ contact_salutation_last_name_vocative }} Smith
Short salutation (name) {{ contact_salutation_first_name_vocative }} Jane

You can copy a tag into the email subject as well. More in the article Personalization in campaigns.

Do you have questions? We will be happy to answer them. Just contact our customer support at +420 605 163 892, e-mail: support@onquanda.com.

Frequently asked questions

Every contact has four salutation fields: Long salutation with surname, Long salutation with name, Short salutation (surname) and Short salutation (name). You find them in the contact detail in the Salutation section.

Not in the English interface. Contact automations there do not offer an action that fills in salutations, so you prepare the salutations in your import file and Quanda saves them with the contacts.

Add a column for each salutation to your file, for example Dear Ms. Smith or Jane. During the import, map each column to the matching salutation field. Choose the priority Imported Contacts if you are updating contacts you already have.

In the Email editor, click into a text block, open Personalization and choose the salutation. A tag in double curly brackets is inserted, for example {{ contact_salutation_last_name }}, and Quanda replaces it with each recipient's salutation when sending.

Yes. Open the contact, change the text in the Salutation section and save the contact. This is handy for a few exceptions, for example a contact who prefers to be addressed by first name.

The Gender field accepts the values male and female or man and woman. The gender is useful when you build the long salutation with surname in Excel, because it decides between Dear Mr. and Dear Ms.