When communicating with donors, it's important to keep it personal! If you're sending a bulk mailing or using acknowledgment templates, you can do easily personalize your messages using merge fields. Because Donor Management is an integrated database and communication system, it will save you time if you're used to performing your mail merges in Word or creating letters manually.

Here's how to access the power of merge fields.

When editing your communication, select Merge Fields from the editor menu, scroll to the field you want, and click it! The field will show up in your document wherever your cursor sits.

This drop down list is a comprehensive accounting of available merge fields, and it's always expanding!  Keep an eye out for new fields.

Editing your document with merge fields.

This is how the merge field will appear in your document:

*|NAME_OF_FIELD|*

If we were to use a merge field in a sentence, it should look something like this (be sure to include appropriate spacing and punctuation surrounding your merge field): 

Dear *|FIRST_NAME|*, 

Thank you for your donation amount of *|LAST_DONATION_AMOUNT|* on *|LAST_DONATED_AT|*.

Previewing your merge fields.

If you're working in the acknowledgement workflow and click Save, you'll immediately see what information is pulled in by each merge field.

If you're creating a Direct Mailing or Email Blast, you'll want to download a preview or send yourself a test email to see how the merge fields will be used.

Special Behavior for Merge Fields

  • If the merge field *|Informal Greeting|* is used and it is blank for a contact *First Name* will be used instead.
  • If the merge field *|Formal Greeting|* is used and it is blank for a contact *Full Name* will be used instead.
  • If the merge field *|Household Name|* is used and it is blank for a contact *Full Name* will be used instead.

Happy mailing!

Related Articles

Sending Acknowledgments
Send Bulk Acknowledgments
Get Started with Direct Mail
Sending Email Blasts

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