Salutations: starting emails and letters with the right greeting automatically

With salutations, your emails and letters automatically start the right way. If you choose the gender female for a contact, your email starts with Dear Ms Brouwer, and a letter says Attn. Ms Brouwer.

How does it work?

1. In ☰ > Administration > Salutation, you set for each gender what the salutation and the Attn. line look like.
2. For each contact, you choose the gender.
3. In your email template, you add the merge field Dear. SpinOffice fills in the right salutation there.

Setting up salutations

Go to ☰ > Administration > Salutation. Click + to add a line, or the pencil to change one.

Example: gender female, salutation Dear Ms, with Last name ticked. For Marieke Brouwer, that becomes Dear Ms Brouwer,.

This is also how you create an informal salutation. For example, a gender informal with the salutation Hi and First name ticked: Hi Marieke,.

Choosing the gender for a contact

Open the contact and click the pencil next to the contact details. On the General tab, choose the gender in the list next to the contact type. Click Save.

Have a lot of contacts? Then fill in the gender in one go with a bulk action. Read more: Bulk actions

Using the salutation in an email

Put the merge field Dear at the top of your email template. You find the merge fields in the menus above the template text. When you then email a contact, the right salutation is already there.

Read more: Using an email template