How merge tags work
- Merge tags enable you to personalize messages with dynamic content
- Merge tags can be used in the body of emails and SMS messages
- Merge tags in emails can also be used in the subject line or in the button link
- Merge data is context specific. This means certain merge tags are only designed to work in certain emails. Contexts are detailed below.
- To test your merge tags, send a test email preview to yourself. Merge data in a test email will use a default supporter with example data.
Dates
Contexts
- All emails and SMS messages
Tags
*|fr:day|*- current day of the month: "21"*|fr:month|*- current month of the year: "3"*|fr:year|*- current year: "2020"*|fr:last_year|*- last year: "2019"
Organization data
Contexts
- All emails and SMS messages
Tags
*|organization:name|*- your organization name: "Red Cross"*|organization:address|*- your organization address*|organization:tax_id|*- your Tax Id number*|organization:website_url|*- your organization website
Supporter data
Contexts
- All emails and SMS messages
Tags
*|donor:first_name|*- donor's first name: "Mark"*|donor:last_name|*- donor's last name: "Twain"*|donor:name|*- If the donor is an individual, their first and last name will show: "Mark Twain". If the donor is any institution category other than individual, the institution name will show: "Twain Enterprises".*|donor:email|*- donor's email: "mark@example.com"*|donor:address|*- donor's primary street address: "123 Mango Street"*|donor:city|*- donor's primary city: "Los Angeles"*|donor:state|*- donor's primary state: "California"*|donor:postal_code|*- donor's primary postal code: "90210"*|donor:country|*- donor's primary country: "United States"*|donor:institution_name|*- institution name: "First Methodist Church"*|donor:last_donation_amount|*- amount of donor's last donation: "$45.00"*|donor:total_donation_amount|*- total historic amount: "$500.00"*|donor:last_year_donation_total|*- total amount last year: "$250.00"*|donor:last_year_donations|*- html table of the donor's donations last year
Transaction data
Contexts
- Donation receipts
- P2P Notifications (only - new donation to page email)
Tags
*|donation:amount|*- amount of the donation that triggered the email: "$75.00"*|donation:donor_name_or_anonymous|*- donor name or anonymous: "Debbie Donor"*|donation:comment|*- text of comment from donor.*|donation:id|* - numeric unique identifier: "12345"*|donation:name|*- sequential donation number*|donation:form_name|*- the giving form associated with the transaction.*|donation:allocation_name|*- allocation associated with the transaction.
⚠️ Please note: If you are using merge tags to send a donor's information to a fundraiser, you are responsible for ensuring anonymity is protected by using *|donation:donor_name_or_anonymous|*
P2P Fundraiser data
Contexts
- P2P Notifications (only in emails to fundraisers)
Tags
Fundraiser Info
*|page:fundraiser_first_name|*- fundraiser name: "Freddie"*|page:fundraiser_last_name|*- fundraiser last name: "Fritz"*|page:fundraiser_name|*- fundraiser full name: "Freddie Fritz"*|page:fundraiser_institution_name|*- fundraiser's team name*|page:fundraiser_email|*- fundraiser email address*|page:appeal|*- fundraiser appeal text*|page:fundraiser_profile_image|*- URL of fundraiser profile image
Fundraiser Progress
*|page:goal_amount|*- fundraiser's goal: "$100.00"*|page:goal_raised|*- fundraiser's amount raised: "$50.00"*|page:goal_progress|*- percentage of goal progress: "25"*|page:goal_donor_count|*- number of donors to page: "4"*|page:goal_donation_count|*- number of donations to page: "5"
Fundraiser & Campaign URLs
*|page:url|*- fundraiser's page URL*|page:url_settings|*- fundraiser settings page URL*|page:url_campaign|*- campaign homepage URL*|page:url_fundraisers|*- URL of all fundraisers search page*|page:url_teams|*- URL of all teams search page
Email: P2P Notifications - Fundraiser comment on donation
This email can be sent to a donor when a fundraiser comments on their donation. The merge tag to display the fundraiser's comment can only be used in this email.
*|comment:text|*- text of comment from fundraiser
Subscription data
Contexts
- Expiring recurring donor email campaign
Tags
*|subscription:update_payment_url|*- secure link to payment method updater page*|subscription:amount|*- displays the recurring donation amount associated with the expiring payment method