A Placeholder automatically populates with data when you use them in your letter/email. These make creating a letter within a batch or sending ad-hoc really quick and efficient.
You can include the placeholders listed below, into which Donorfy 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, is used, if an alternate isn't present, then the main salutation/label name is used instead.
{LabelNameAlternate}.
Transaction placeholders
Send documents from within a batch
If your document is used from the batch Acknowledgements under the Financial menu, you can use these placeholders.
{Amount} | Amount given. |
{AcknowledgementText} | Any personalised acknowledgement 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. |
Send documents from a constituent timeline
If your document is used from the Send Document option on the timeline, you can use these placeholders. Donorfy merges the 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 entered 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
Your document is used for either:
The batch Acknowledgement is sent under the Financial menu to send acknowledgements for new recurring payment instructions.
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 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 the first payment is made - for a GoCardless RPI, this will be the text 'Next Collection'.
If you want to add a date, then it is suggested to switch to: {CollectionDay} and add 'of the month' or 'each month' afterwards. |
{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. |
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 the last tax years:
{TotalAmountThisTaxYear}
{TotalAmountLastTaxYear}
Check out our article to include a link in an email to allow people to update their communication preferences.
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