A Placeholder will automatically populate with data when you use them in your letter/email. These make creating a letter within a batch or to send ad-hoc really quick and efficient.
You can include the placeholders listed below into which Donorfy will merge details.
Constituent Placeholders
| {LabelName} | {Salutation} | {FirstName} | {LastName} |
| {OrganisationName} | {Jobtitle} | {Department} | |
| {AddressLine1} | {AddressLine2} | {Town} | {County} |
| {Country} | {PostalCode} | ||
| {Phone} | {EmailAddress} | ||
| {SalutationAlternate} | Any alternate salutation or label name, if a constituent has one, will be used, if an alternate isn't present then the main salutation/label name will be used instead | ||
| {LabelNameAlternate} | |||
Transaction placeholders
Sending documents from within a batch:
If your document will be used from the batch Acknowledgements under the Financial menu (see this article) you can use these placeholders.
| {Amount} | Amount given |
| {AcknowledgementText} | Any personalised acknowledgment text entered for the transaction |
| {Number} | e.g. if you need a receipt number |
| {Product} | The product(s) associated with the transaction |
| {Fund} | the fund(s) associated with the transaction |
Sending documents from a constituent timeline:
If your document will be used from the Send Document option on the timeline (see this article) you can use these placeholders - Donorfy will merge in details from the latest transaction.
| {LatestTransactionAmount} | Last Amount given |
| {LatestTransactionDate} | Last Date Paid |
| {LatestTransactionNumber} | Last transaction number - e.g. if you need a receipt number |
| {LatestTransactionAcknowledgementText} | Any personalised acknowledgement text enter for the last transaction |
| {Product} | The product(s) associated with the transaction |
| {Fund} | The fund(s) associated with the transaction |
Recurring Payment Instruction (RPI) Placeholders
If your document will be used from either
- the batch Acknowledgement sending under the Financial menu to send acknowledgments for new recurring payment instructions, or
- from the Send Document option of the RPI Manage menu - as shown below - rather than the main send document menu option
You can use these placeholders:
|
{Amount} |
total amount of RPI |
|
{AcknowledgementText} |
any personalised acknowledgment text entered |
|
{PaymentFrequency} |
payment frequency (Month, Half Year, Year, Quarter) |
|
{Products} |
list of products |
|
{Beneficiaries} |
list of any beneficiaries of the RPI |
|
{BeneficiaryMessage} |
any comments or messages entered for the beneficiaries |
|
{CollectionMethod} |
how the RPI will be collected e.g. GoCardless |
|
{CollectionDay} |
number of the day in the month when the payment will usually be collected |
|
{FirstPaymentDate} |
the date first payment will be made - for a GoCardless RPI this will be the text 'Next Collection'. |
|
{StartDate} |
date the RPI will start - this will be empty if the RPI will start at the next collection |
|
{EndDate} |
date the RPI will end - this will be empty if the RPI is open ended |
|
{CollectionReference1} {CollectionReference2} {CollectionReference3} {CollectionReference4} {CollectionReference5} |
the collection references associated with the RPI - these are usually the bank account details Important for GoCardless RPIs Collection References 2 to 5 only contain data if you are sending your own notifications for GoCardless sign ups - see this article for more information |
Other placeholders
- Current Date - You can also use {Today} to merge in the current date
- These placeholders calculate the total amount given in this and last tax years
- {TotalAmountThisTaxYear}
- {TotalAmountLastTaxYear}
If you want to include a link in an Email to allow people to update their communication preferences see this article
Sample text
Here's an example of how placeholders within a letter could be used:
{LabelName}
{OrganisationName}
{AddressLine1}
{AddressLine2}
{Town}
{County}
{PostalCode}
{Today}
Dear {Salutation},
Thank you so much for supporting our work with your recent donation of £{LatestTransactionAmount}.
{AcknowledgementText}
Yours sincerely
Mr A Test
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