Acknowledgement Placeholders

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

        mceclip0.png

You can use these placeholders:

{Amount} total amount of RPI
{AcknowledgementText} any personalised acknowledgement 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 
{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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