Say hello to… friendlier customer names

20 February 2019

Introducing a neat new way to send friendlier, more human messages to your customers. Like the friendly human you are. How? By using their first names. Simple, right?

The way you talk to your customers is so important. Being clear and consistent gives people confidence and being warm and friendly, well, that makes people like you.

Trouble is, until now, it’s been tricky to sound friendly when you send emails in YourTradebase. You had to use people’s full names. Like Mr and Mrs Smith, or Mr and Mrs Fancy-Surname. All a bit formal really. Especially if you’d worked with them for a while. There was a way to choose a friendlier name, but lots of you told us it was a real pain.

So today, we’re introducing friendly names. From now on, when you add a new customer to YourTradebase, as well as entering their full name, you can choose to enter a friendly name too.

For example, their full name might be Mr & Mrs Taylor, but for their friendly name you can add Dean & Sharron. A whole lot more human.

Full names + Friendly names

Using friendly names in your emails

It’s up to you which name you’d like to use, so you can vary it depending how familiar you are with each customer.

Just visit your settings > email templates and switch the {{customer}} tag to {{friendly_name}}. Then we’ll automatically use their friendly name whenever you email them.

Or, if you’d like us to make the switch for you, just click switch to friendly names now… and we’ll get it done.

So, instead of this…

Email with customer’s full name

…you’ll get this:

Email with customer’s friendly name

Want to search based on your customer’s friendly name? Go right ahead – we’ve included that, too.

Happy friendly messaging!

By Adam Austin

Co-founder of YourTradebase. One quick, easy app that frees you from paperwork and lets you get back to the job you love.

Take a totally free 30 day trial

No fuss. No strings. No credit card needed.

Other popular articles

Add images to emails, signatures and notes

Choose your paperwork colour

Add work item quantities