Go to Funraise
All Collections
Email Campaigns
Automated Email basics
Data merge tags

Data merge tags

Use data merge tags to personalize emails and SMS text messages
Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Features in this article may not be included in every Funraise plan.

How merge tags work

  • Merge data is context-specific. This means merge tags are only designed to work in certain emails. Contexts are detailed below.

  • 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

  • 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.

  • Merge tags are not supported in Ticket Order emails at this time

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.

  • *|donation:frequency|* - for example, "One Time" or "Monthly".

⚠️ 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

Did this answer your question?