Communication

Introduction to Merge Tags

Senest redigeret:

In all types of communication with the recipient, you can merge content related to the specific donor/member and their payment. This is known as merge fields or merge tags and consists of predefined dynamic codes.

See also: Insert deep links for pre-filling forms

The name of the merge field is predefined to ensure that its content can easily flow through OnlineFundraising and into your CRM system. You can also define additional merge fields, for example, if you want a form to be pre-filled with extra information that should be stored in your CRM system. This could also include extra campaign information, such as the name of the advertisement the end user arrived from.

This article provides an overview of the predefined fields that you can use across different contexts.

Payment Information

Merge tag  Meaning Example
date Date 2023-9-20
time Time 12:44:20
amount Amount 7.95
amountVat Beløb including VAT 7.95
amountTotal

Total amount (e.g. single donation + recurring, combined)

7.95
currencyCode Currency DKK
paymentType Payment Type Recurring
paymentTypeTranslated  Payment Agreement  Payment Agreement
paymentMethodType Payment Method Card
paymentMethodTypeTranslated Payment Method Card
recurringStartDate Start date for recurring agreement 2023-9-20 12:33:20
recurringFrequency
Frequency of recurring agreement Monthly
recurringFrequencyTranslated
Frequency of recurring agreement Monthly
paymentGatewayTransactionId
Transaction ID on gateway 1234
paymentGatewaySubscriptionToken
Subscription ID on gateway 1234
subscriptionGuid
Subscription ID xxxx-yyyy-zzzz
purposeName
Purpose Donation
agreementName
Agreement Membership
contactType Type of contact, you can determine more types individual, Business
message Message  
successReturnPageUrl
Page redirected to upon completed transaction  

 

Donor/member information

companyName
Company name Jane Handel A/S
businessCode
CVR Number 12345678
name
Full name (if used) Jane Doe
firstName
First Name (if used) Jane
lastName
Last Name (if used) Doe
nationalId CPR number without '-' 0101201222
email
Email janedoe@domain.ltd
phone Phone Number 11223344
address
Address Finsensvej 6E
postCode Postcode 2000
city City Frederiksberg
countryCode Country Code DK
 

Organisation Information (merged from Settings)

organisationName
Organisation Name Our Organisation
organisationAddress
Organisation Address Finsensvej 6E
organisationPostCode Organisation Postcode 2000
organisationCity Organisation City Frederiksberg
organisationWebsite Organisation Website www.org.dk
organisationBusinessCode Organisation CVR number 123456789
organisationEmail Organisation Email medlemsservice@org.dk
organisationPhone Organisation Phone Number  22334455

To incorporate these merge tags, you can either select them directly in the user interface or manually insert {{merge tag name}} into the text.

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