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Remove contact names from invitations

Learn how to remove your contact name from their betterbunch invitation

Including contact names in your betterbunch invitations helps personalise the message, which increases the likelihood of a contact interacting with your invite.

However, if your data is unreliable, then you may choose to remove the contact name from your invitation messaging. For example, your job management software may include first and last name in the 'first name' field, causing the betterbunch invitation to read "Hi Mr John Doe". example_removename

Removing customer names from invitations 

  1. Login to your betterbunch account.

  2. Navigate to the Settings page on the bottom left of your screen.

  3. Open the Invitations tab.

  4. Click the Select a template menu, and choose + Create Custom Template from the dropdown menu. 
  5. Give your custom template a name.
  6. Remove the {recipient_name} text from the textbox.
    automation_remove_name
  7. Click Update default SMS template to save your default SMS. 
  8. Click Select a page to edit, and open Email template from the dropdown menu. 
  9. Repeat steps 4 to 7 to save your custom email template.