We have probably just been saying "dear donor" in these cases. I see there is a board member associated with this contact. Would you want us to address the board member if present? If not, we could just address them as "Organisation Name" or "Dear Organisation Name". What would you like?

I think we assumed the email_greeting was the field used for the salutation in the automatic email? That would likely be our preference but if not I think "Dear Friends of Organization Name" would be preferred?

@Dwisehaupt and @Eileenmcnaughton I wasn't sure who to bump this up to, but we're looking to automate more of the thank you letters we send in major gifts and since we have a lot of organizations that make large gifts, this needs to be fixed before we can do that. Is this an easy fix in the donor thank you template?

I think we can do something like {if '{contact.contact_type}' === 'Organization'}{contact.email_greeting_display}{/else}whatever is in place now {/if}`

This is really important for English Language & major gifts orgs. Other languages less so but medium priority on other orgs

The email greeting field for Organizations in Civi was updated by @Eileenmcnaughton during Civi fortnightly - I will test and report back!

@Eileenmcnaughton I created CID 57344474 and tried hand entering a donation and saving it, but the auto email still shows 'dear donor.' I tested it on an import as well and 'dear donor' again! :/

@MDemosWMF ah yes - we fixed the data - not the template - https://civicrm.wikimedia.org/civicrm/admin/messageTemplates?reset=1#/edit?id=321&lang=en_US

@TSkaff - I guess the templates kinda 'belong' to you know so looping you in -

The proposed change is probably from

to

ie adding

{elseif '{contact.contact_type}' === 'Organization'}
  {contact.email_greeting_display}

There are 3 things that strike me from a tech POV looking at this

1. we need to test the change
2. perhaps if we added an example to the sample data that would be enough?
3. The above uses a token ({contact.contact_type}' ) - that might be slower than a variable - we have kinda assumed that to be the case elsewhere & I guess this close to big english we should again (variables look like {$first_name} & are pre-loaded / coded by fr-tech whereas tokens look like {contact.first_name} and are loaded during rendering / provided by CiviCRM core

@Eileenmcnaughton what are the next steps needed here?

Hi all, sorry I was a bit unclear where I was needed. So where this stands is you'd like me to make the above ^ change to all TY email templates, is that correct?

(And in English only?)

I saw "we need to test this" and would agree, particularly during such a busy time for fundraising. Happy to hop on a quick meet with anyone if needed.

@TSkaff could we jump on a call tomorrow?

Ya, I set one up. Feel free to move it!

Thank you both!

Change 855183 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Add Organization to examples for message templates

https://gerrit.wikimedia.org/r/855183

Change 855419 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Remove pseudo-contact ids from example contacts.

https://gerrit.wikimedia.org/r/855419

Change 855183 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Add Organization to examples for message templates

https://gerrit.wikimedia.org/r/855183

Change 855419 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Remove pseudo-contact ids from example contacts.

https://gerrit.wikimedia.org/r/855419

Updated code

{if $first_name and $last_name}
Dear {$first_name},
{elseif $contact_type === 'Organization' && $email_greeting_display}
{$email_greeting_display},
{else}
Dear donor,
{/if}

Need to do thank you & Endowment

@TSkaff @MDemosWMF

I just got the updated version..... note only en_US templates are updated for this & only Thank You & Endowment Thank You

@MDemosWMF this is working now ....

@Eileenmcnaughton Just tested and it is working! Yay!