What can I learn from this page?
Understanding the differences around the use of Name vs Preferred Name in the platform
Who is this guide for?
Account Admins, Survey Creators, Survey Admin
When choosing account demographics to add to Culture Amp, employees can be assigned demographics, such as Gender, Location, Department, etc. In addition, you can ensure your employees have a more personalized experience by assigning Name and Preferred Name demographics.
Differences between Name and Preferred Name
The Name demographic is required for all employees and used throughout the platform. It is used on administrative pages, when viewing reports, and in certain parts of the survey capture experience. The Preferred Name demographic is optional and is used in the salutation of survey communications so each message feels more personal and friendly to your employees.
Optional or Required?
Key Use Cases
Required for all users
Full Name (e.g. Jane Doe) or first name (e.g. Jane)
First Name or nickname (e.g. Jane)
How Preferred Name is Used
Preferred Name is the default value used in the Engagement survey emails as well as Slack messages to welcome your employees. The salutation is the first piece of text that appears in these communications and typically reads Hi
Preferred Name is only used to make your survey communications more friendly. Don't worry, though, salutations will default back to use Name if Preferred Name is not present.
For Engagement surveys:
If Preferred Name has a value, then survey communications read Hi
If Preferred Name does not have a value, then survey communications read Hi
Like Name, Preferred Name can be populated via individual user edits or bulk employee data import.