Display First Name and Last Initial in a Conversion Notification

Often in a Webhook or Webform source, the only Name field option includes the first and last name. This article will show you how you can pull out the first name, and the initial of the last name to display in a Conversion notification.

Select the Name field from the Source

The first thing you will want to do, is pull the Name field from the source.

Name field in the source

Create Your Merge Fields

The next thing you will need to do is create your Merge Fields to put into the notification. If you don't know how to create Merge Fields, use this article here.

Your first Merge Field will be for the First Name. Give it a label and then select your full name field from the drop-down.

First Name merge field with Name field selected.

Under the Options tab of that Merge field, select Get Only First Word.

get only first word

Once you've saved the First Name Merge Field, create another Merge Field for Last Initial. Then select the full name field again.

Last initial label and full name field

Under the options tab for this one, select Get Only Last Word and Get Only First Letter.

Get only last word and get only first letter.

Add your Merge Fields to your Notification

Once you have saved your Merge fields, add them to your Notification.

Merge fields added to notification

Save and Publish the Campaign

Once you have added your merge fields, make sure to Save your notificaton and Publish your campaign.

Notification with first name and last initial.

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