For school administrators using GiveCampus Outreach. Controls can differ between the classic email editor and the newer Composer editor.
A personalization workflow's name/greeting settings control the linked giving experience, not newly created email-body merge tokens of those names. The preferred-first-name email generator prioritizes CRM preferred first name then CRM first name, followed by upload/segment first-name fallbacks. Use the available email token and personalization link separately and test with recipient context; actual cadence review requires its saved draft/configuration.
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