Merge tags (also known as merge fields) are certain text “codes” that, when inserted into the text of your communications, will automatically be replaced by specific information unique to a donor or donation.
For example, the merge tag *|FIRST_NAME|* added to an e-mail communication automatically adds your donor’s first name in place of that merge tag. The letter is addressed directly to the donor without having to type each detail out individually!
Step 1: Navigate to your 'Email Blasts' or 'Direct Mail'
From your 'Donor Management' Dashboard, click the 'Communication' tab on the left navigation panel and select 'Email Blasts' or 'Direct Mail'.
Click on the 'Merge tags' tool
In Step 4 ('Build') of the 'Email Blast' or 'Direct Mail' creators, locate the 'Merge tags' (or 'Merge Fields') tool in the text editing options.
E-mail Blast:
A pop-up window with all available merge tags will appear.
Direct Mail:
Step 2: Insert your merge tags
Note: Some merge tags are only available in certain communication tools and may not be available within others.
For example, the 'Donation date' or 'Donation amount' tags are only available in individual acknowledgment-style communications and cannot be added to e-mail blasts.
Click in the space where you want to insert the merge tag. Then, click on the 'Merge tags' tool and select the appropriate merge tag – it will automatically be added to the text.
Step 3: Preview your message
To preview your message with the information pulled by the inserted merge tags, download a PDF copy or send a test e-mail before sending it to your donors.
Download Letter PDF:
Send a Test Email:
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