Salutation Rules

In this session, we’ll break down salutation automation in Slate, when your preferred naming approach should be enforced with rules (rather than defaults or data entry). We’ll also cover the key types of naming conventions (salutations, mailing names, name tags, and more), with examples to help you keep communications consistent, accurate, and respectful.

Who Should Attend:
Advancement Slate captains with an intermediate level of experience with rules and naming processes.