Use Preferred Name When Available | Tern Feature Requests

Use Preferred Name When Available

complete

Geographical Alpaca

When sending emails, pull from the preferred name field if available. If not, use legal first name.

July 9, 2025

Molly Johnson

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Hi all! This was actually updated a while and currently works like this. If you notice any issues with it, please flag to our support team!

Fast Impala

Agreed...it is the only way for automation to sound natural....otherwise, it comes off too stiff, especially for repeat guests!!

Effective Goat

QOL = Quality of Life experience.
It would be great if, in Tern, we could search for a contact using their preferred name. For example, if the formal first name is William or Michael, the preferred name for non‑official purposes might be Bill or Mick.
It would also be excellent to have a variable field option when composing emails for the Preferred Name.

Fuzzy Bison

I thought I tested this awhile back and it does it already?

Geographical Alpaca

Fuzzy Bison It looks like this has been taken care of. I've seen birthday email automation using the client's preferred name.

Quasar blue Otter

I've made this request elsewhere, months ago, so please combine these requests!