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Use Trigger Placeholders

How to add and use trigger placeholders in email actions.

Cristina Gruita avatar
Written by Cristina Gruita
Updated over a week ago

Trigger placeholders let you pull live Donorfy data into emails sent by triggers. When a trigger runs, any placeholders in the email subject or body are replaced with values from the constituent, transaction, RPI, or activity that fired the trigger.

This allows you to send personalised, data-rich emails without manual editing.

1. How Trigger Placeholders Work

When you create a trigger that sends an email to a Constituent or a User, you can insert placeholders in the:

  • Email subject.

  • Email body.

Each placeholder is wrapped in curly braces, for example {Constituent_FirstName}.

When the trigger fires:

  • Donorfy replaces each placeholder with the relevant data from the record that caused the trigger (Constituent, Transaction, RPI, Activity).

  • If there is no corresponding data for a placeholder:

    • The placeholder is removed and replaced with nothing (it will not show as {Placeholder} in the final email).

Placeholders are available for:

  • Constituent triggers.

  • Transaction triggers.

  • RPI triggers.

  • Activity triggers.

You must choose placeholders that are valid for the type of trigger you are using.

2. Add a Placeholder to a Trigger Email Action

You can add placeholders to both Email User and Email Constituent actions.

  1. Create or edit a trigger and add an Email User or Email Constituent action.

  2. In the Subject or Body field of the email, click where you want to insert data.

  3. Type an open brace:
    ​{

  4. A list of available placeholders for that trigger type will appear.

  5. Scroll through the list and click the placeholder you want, or:

    • Start typing to search within the placeholder list.

    • For example, type {Email and you might see:

      • {ContactDetails_Personal_Email1Address}.

      • {ContactDetails_Personal_Email2Address}.

      • {ContactDetails_Work_Email1Address}, etc.

  6. Select the placeholder you want and it will be inserted at your cursor position.

  7. Repeat as needed to add all required placeholders.

  8. Save your trigger.

📌Note: If a specific placeholder has no data for a given record when the trigger runs, that placeholder will be removed and left blank in the final email.

3. Available Placeholders by Trigger Type

Below are the placeholders you can use for each trigger type. Choose placeholders that match the Trigger Type of your email action.

3.1 Constituent Trigger Placeholders

{ActiveCommsPrefType} {ActiveTag_ActiveTags} {Constituent_AllowDetailShared} {Constituent_AlsoKnownAs} {Constituent_ApplicationIntervalMonths} {Constituent_ArchiveDate} {Constituent_ArchiveReason} {BlockedChannels_BlockedChannels} {BlockedCommsPrefType} {Constituent_Capacity} {Constituent_Connection} {Constituent_ConstituentActive} {Constituent_ConstituentDateAdded} {Constituent_ConstituentDateChanged} {Constituent_ConstituentDescription} {Constituent_ConstituentType} {Constituent_DateOfBirth} {Transactions_DateOfFirstGift} {Transactions_DateOfLastGift} {Constituent_DefaultContactDetails} {Description} {Entity} {EntityId} {EntityNumber} {EntitySubType} {ExcludedTag_ExcludedTags} {Constituent_ExternalKey} {Constituent_FirstName} {Constituent_Formerly} {Constituent_FundingDeadlineMonths} {Constituent_GiftAidRefused} {Id} {Constituent_IsMajorDonor} {Constituent_LastName} {Constituent_MiddleName} {Constituent_NextApplicationDeadline} {Number} {Transactions_LifetimeGiftsNumber} {Constituent_OpportunityFundraiser} {Constituent_OrganisationName} {ContactDetails_Other_AddressLine1} {ContactDetails_Other_AddressLine2} {ContactDetails_Other_AreaDescription} {ContactDetails_Other_Country} {ContactDetails_Other_County} {ContactDetails_Other_Department} {ContactDetails_Other_Email1Address} {ContactDetails_Other_Email1Format} {ContactDetails_Other_Email1Status} {ContactDetails_Other_Email2Address} {ContactDetails_Other_Email2Format} {ContactDetails_Other_Email2Status} {ContactDetails_Other_HouseBuildingNumber} {ContactDetails_Other_IsLinkedToId} {ContactDetails_Other_JobTitle} {ContactDetails_Other_LabelName} {ContactDetails_Other_LabelNameAlternate} {ContactDetails_Other_MobilePhone} {ContactDetails_Other_OrganisationName} {ContactDetails_Other_Phone1} {ContactDetails_Other_Phone2} {ContactDetails_Other_PostalCode} {ContactDetails_Other_RegionDescription} {ContactDetails_Other_RoleDescription} {ContactDetails_Other_Salutation} {ContactDetails_Other_SalutationAlternate} {ContactDetails_Other_Town} {CommsProfile_OtherUsedFor} {PermittedChannels_PermittedChannels} {ContactDetails_Personal_AddressLine1} {ContactDetails_Personal_AddressLine2} {ContactDetails_Personal_AreaDescription} {ContactDetails_Personal_Country} {ContactDetails_Personal_County} {ContactDetails_Personal_Email1Address} {ContactDetails_Personal_Email1Format} {ContactDetails_Personal_Email1Status} {ContactDetails_Personal_Email2Address} {ContactDetails_Personal_Email2Format} {ContactDetails_Personal_Email2Status} {ContactDetails_Personal_HouseBuildingNumber} {ContactDetails_Personal_IsLinkedToId} {ContactDetails_Personal_LabelName} {ContactDetails_Personal_LabelNameAlternate} {ContactDetails_Personal_MobilePhone} {ContactDetails_Personal_OrganisationName} {ContactDetails_Personal_Phone1} {ContactDetails_Personal_Phone2} {ContactDetails_Personal_PostalCode} {ContactDetails_Personal_RegionDescription} {ContactDetails_Personal_Salutation} {ContactDetails_Personal_SalutationAlternate} {ContactDetails_Personal_Town} {CommsProfile_PersonalUsedFor} {Constituent_PreferredChannel} {Constituent_Propensity} {Constituent_RecruitmentCampaign} {Constituent_RelationshipOwner} {Constituent_ResearchScore} {SocialMediaIds} {Constituent_SolicitationPlan} {Status} {Constituent_Suffix} {Constituent_SuggestAskAmount} {Constituent_Title} {Transactions_Months13To24GiftsAmount} {Transactions_CurrentTaxYearMinus1GiftsAmount} {Transactions_CurrentYearMinus1GiftsAmount} {Transactions_Months25To36GiftsAmount} {Transactions_CurrentTaxYearMinus2GiftsAmount} {Transactions_CurrentYearMinus2GiftsAmount} {Transactions_Months1To12GiftsAmount} {Transactions_CurrentTaxYearGiftsAmount} {Transactions_CurrentYearGiftsAmount} {Transactions_CurrentYearGiftAidReclaimedAmount} {Transactions_CurrentYearMinus1GiftAidReclaimedAmount} {Transactions_CurrentYearMinus2GiftAidReclaimedAmount} {Constituent_TotalAnnualGiving} {Transactions_LifetimeGiftAidReclaimedAmount} {Transactions_LifetimeGiftAidReclaimedAmountLastYear} {Transactions_LifetimeGiftAidReclaimedAmountPriorYear} {Transactions_LifetimeGiftAidReclaimedAmountThisYear} {Transactions_CurrentTaxYearMinus1RecurringGiftsAmount} {Transactions_CurrentYearMinus1RecurringGiftsAmount} {Transactions_CurrentYearMinus2RecurringGiftsAmount} {Transactions_CurrentTaxYearRecurringGiftsAmount} {Transactions_CurrentYearRecurringGiftsAmount} {Transactions_LifetimeGiftsAmount} {Transactions_AverageGiftAmount} {Transactions_CurrentYearMinus1GiftsNumber} {Transactions_CurrentYearMinus2GiftsNumber} {Transactions_CurrentYearGiftsNumber} {Type} {Constituent_TypicalGiftSizeFrom} {Constituent_TypicalGiftSizeTo} {ContactDetails_Work_AddressLine1} {ContactDetails_Work_AddressLine2} {ContactDetails_Work_AreaDescription} {ContactDetails_Work_Country} {ContactDetails_Work_County} {ContactDetails_Work_Department} {ContactDetails_Work_Email1Address} {ContactDetails_Work_Email1Format} {ContactDetails_Work_Email1Status} {ContactDetails_Work_Email2Address} {ContactDetails_Work_Email2Format} {ContactDetails_Work_Email2Status} {ContactDetails_Work_HouseBuildingNumber} {ContactDetails_Work_IsLinkedToId} {ContactDetails_Work_JobTitle} {ContactDetails_Work_LabelName} {ContactDetails_Work_LabelNameAlternate} {ContactDetails_Work_MobilePhone} {ContactDetails_Work_OrganisationName} {ContactDetails_Work_Phone1} {ContactDetails_Work_Phone2} {ContactDetails_Work_PostalCode} {ContactDetails_Work_RegionDescription} {ContactDetails_Work_RoleDescription} {ContactDetails_Work_Salutation} {ContactDetails_Work_SalutationAlternate} {ContactDetails_Work_Town} {CommsProfile_WorkUsedFor} {Todays_Date (DD/MM/YYY)} {Todays_Date (Written)} {Day of the week} {Current time}

3.2 Transaction Trigger Placeholders

{Transaction_AccountDownloadCode1} {Transaction_AccountDownloadCode2} {Transaction_AccountDownloadCode3} {Transaction_AccountingDate} {Transaction_AcknowledgedOn} {Transaction_Acknowledgement} {Transaction_AcknowledgementText} {ActiveCommsPrefType} {ActiveTag_ActiveTags} {Transaction_AllocationAmount} {Constituent_AllowDetailShared} {Constituent_AlsoKnownAs} {Transaction_Anonymous} {Constituent_ApplicationIntervalMonths} {Transaction_Bank Account} {BatchDate} {BatchDescription} {BatchHeaderNumber} {BeneficiaryAddressLine1} {BeneficiaryAddressLine2} {BeneficiaryCountry} {BeneficiaryCounty} {BeneficiaryDateOfBirth} {BeneficiaryEmailAddress} {BeneficiaryFirstName} {BeneficiaryHouseBuildingNumber} {BeneficiaryLabelName} {BeneficiaryLastName} {BeneficiaryMobilePhone} {BeneficiaryNumber} {BeneficiaryOrganisationName} {BeneficiaryPhone} {BeneficiaryPostalCode} {BeneficiarySalutation} {BeneficiaryTitle} {BeneficiaryTown} {BlockedChannels_BlockedChannels} {BlockedCommsPrefType} {Transaction_Campaign} {Transaction_CanRecoverTax} {Constituent_Capacity} {Transaction_Channel} {Transaction_Comments} {Transaction_ConnectedConstituent} {Constituent_Connection} {Transaction_Constituent} {Constituent_ConstituentActive} {Constituent_ConstituentDateAdded} {Constituent_ConstituentDateChanged} {Constituent_ConstituentDescription} {Transaction_ConstituentNumber} {Constituent_ConstituentType} {Transaction_Currency} {DateAdded} {DateChanged} {Transaction_DateDue} {Constituent_DateOfBirth} {Transactions_DateOfFirstGift} {Transactions_DateOfLastGift} {Transaction_DatePaid} {Transaction_Department} {Description} {Transaction_EFTCollectionDetails} {EnteredByUser} {Entity} {EntityId} {EntityNumber} {EntitySubType} {ExcludedTag_ExcludedTags} {Constituent_FirstName} {FK_ConstituentId} {Transaction_FK_EFTAccountId} {Transaction_FK_GiftAidDeclarationId} {Constituent_Formerly} {Transaction_Fund} {Constituent_FundingDeadlineMonths} {Transaction_GiftAidAmountClaimed} {Transaction_GiftAidDeclarationNumber} {Transaction_GiftAidPlatformFee} {Constituent_GiftAidRefused} {Transaction_GiftAidStatus} {Id} {IsActive} {IsGift} {Constituent_IsMajorDonor} {Transaction_IsRecurringGift} {Transaction_JournalType} {Constituent_LastName} {LinkedRPINumber} {LinkedRPIStatus} {Constituent_MiddleName} {Constituent_NextApplicationDeadline} {Number} {Transactions_LifetimeGiftsNumber} {Transaction_Opportunity} {Transaction_OpportunityType} {Constituent_OrganisationName} {ContactDetails_Other_AddressLine1} {ContactDetails_Other_AddressLine2} {ContactDetails_Other_AreaDescription} {ContactDetails_Other_Country} {ContactDetails_Other_County} {ContactDetails_Other_Department} {ContactDetails_Other_Email1Address} {ContactDetails_Other_Email1Format} {ContactDetails_Other_Email1Status} {ContactDetails_Other_Email2Address} {ContactDetails_Other_Email2Format} {ContactDetails_Other_Email2Status} {ContactDetails_Other_HouseBuildingNumber} {ContactDetails_Other_JobTitle} {ContactDetails_Other_LabelName} {ContactDetails_Other_MobilePhone} {ContactDetails_Other_OrganisationName} {ContactDetails_Other_Phone1} {ContactDetails_Other_Phone2} {ContactDetails_Other_PostalCode} {ContactDetails_Other_RegionDescription} {ContactDetails_Other_RoleDescription} {ContactDetails_Other_Salutation} {ContactDetails_Other_Town} {CommsProfile_OtherUsedFor} {Transaction_PaymentAmount} {Transaction_PaymentReference1} {Transaction_PaymentReference2} {Transaction_PaymentReference3} {Transaction_PayoutReference} {PermittedChannels_PermittedChannels} {ContactDetails_Personal_AddressLine1} {ContactDetails_Personal_AddressLine2} {ContactDetails_Personal_AreaDescription} {ContactDetails_Personal_Country} {ContactDetails_Personal_County} {ContactDetails_Personal_Email1Address} {ContactDetails_Personal_Email1Format} {ContactDetails_Personal_Email1Status} {ContactDetails_Personal_Email2Address} {ContactDetails_Personal_Email2Format} {ContactDetails_Personal_Email2Status} {ContactDetails_Personal_HouseBuildingNumber} {ContactDetails_Personal_LabelName} {ContactDetails_Personal_MobilePhone} {ContactDetails_Personal_OrganisationName} {ContactDetails_Personal_Phone1} {ContactDetails_Personal_Phone2} {ContactDetails_Personal_PostalCode} {ContactDetails_Personal_RegionDescription} {ContactDetails_Personal_Salutation} {ContactDetails_Personal_Town} {CommsProfile_PersonalUsedFor} {Transaction_Pledge} {Transaction_ProcessingCostsAmount} {Transaction_Product} {Constituent_Propensity} {Transaction_Quantity} {Constituent_RecruitmentCampaign} {Transaction_RecurringPaymentInstructionNumber} {Transaction_RecurringPaymentInstructionPeriod} {Transaction_RecurringTransaction} {Transaction_Reference} {Constituent_ResearchScore} {SocialMediaIds} {Constituent_Suffix} {Constituent_SuggestAskAmount} {Constituent_Title} {Transactions_CurrentYearMinus1GiftsAmount} {Transactions_CurrentYearMinus2GiftsAmount} {Transactions_CurrentYearGiftsAmount} {Transactions_CurrentYearGiftAidReclaimedAmount} {Transactions_CurrentYearMinus1GiftAidReclaimedAmount} {Transactions_CurrentYearMinus2GiftAidReclaimedAmount} {Constituent_TotalAnnualGiving} {Transactions_LifetimeGiftAidReclaimedAmount} {Transactions_LifetimeGiftAidReclaimedAmountLastYear} {Transactions_LifetimeGiftAidReclaimedAmountPriorYear} {Transactions_LifetimeGiftAidReclaimedAmountThisYear} {Transactions_LifetimeGiftsAmount} {Transactions_AverageGiftAmount} {Transactions_CurrentYearMinus1GiftsNumber} {Transactions_CurrentYearMinus2GiftsNumber} {Transactions_CurrentYearGiftsNumber} {Transaction_TransactionDate} {TransactionNumber} {Transaction_TransactionStatus} {Transaction_Type} {Constituent_TypicalGiftSizeFrom} {Constituent_TypicalGiftSizeTo} {Transaction_VATRate} {Transaction_VATRateCode} {ContactDetails_Work_AddressLine1} {ContactDetails_Work_AddressLine2} {ContactDetails_Work_AreaDescription} {ContactDetails_Work_Country} {ContactDetails_Work_County} {ContactDetails_Work_Department} {ContactDetails_Work_Email1Address} {ContactDetails_Work_Email1Format} {ContactDetails_Work_Email1Status} {ContactDetails_Work_Email2Address} {ContactDetails_Work_Email2Format} {ContactDetails_Work_Email2Status} {ContactDetails_Work_HouseBuildingNumber} {ContactDetails_Work_JobTitle} {ContactDetails_Work_LabelName} {ContactDetails_Work_MobilePhone} {ContactDetails_Work_OrganisationName} {ContactDetails_Work_Phone1} {ContactDetails_Work_Phone2} {ContactDetails_Work_PostalCode} {ContactDetails_Work_RegionDescription} {ContactDetails_Work_RoleDescription} {ContactDetails_Work_Salutation} {ContactDetails_Work_Town} {CommsProfile_WorkUsedFor} {Constituent_ArchiveDate} {Constituent_ArchiveReason} {Constituent_DefaultContactDetails} {Constituent_ExternalKey} {Constituent_OpportunityFundraiser} {ContactDetails_Other_IsLinkedToId} {ContactDetails_Other_LabelNameAlternate} {ContactDetails_Other_SalutationAlternate} {ContactDetails_Personal_IsLinkedToId} {ContactDetails_Personal_LabelNameAlternate} {ContactDetails_Personal_SalutationAlternate} {Constituent_PreferredChannel} {Constituent_RelationshipOwner} {Constituent_SolicitationPlan} {Status} {Transactions_Months13To24GiftsAmount} {Transactions_CurrentTaxYearMinus1GiftsAmount} {Transactions_Months25To36GiftsAmount} {Transactions_CurrentTaxYearMinus2GiftsAmount} {Transactions_Months1To12GiftsAmount} {Transactions_CurrentTaxYearGiftsAmount} {Transactions_CurrentTaxYearMinus1RecurringGiftsAmount} {Transactions_CurrentYearMinus1RecurringGiftsAmount} {Transactions_CurrentYearMinus2RecurringGiftsAmount} {Transactions_CurrentTaxYearRecurringGiftsAmount} {Transactions_CurrentYearRecurringGiftsAmount} {Type} {ContactDetails_Work_IsLinkedToId} {ContactDetails_Work_LabelNameAlternate} {ContactDetails_Work_SalutationAlternate} {Todays_Date (DD/MM/YYY)} {Todays_Date (Written)} {Day of the week} {Current time} {Transaction_Payment_Method}

3.3 RPI Trigger Placeholders

{ActiveCommsPrefType} {ActiveTag_ActiveTags} {RecurringPaymentInstruction_AddressLine1} {RecurringPaymentInstruction_AddressLine2} {RecurringPaymentInstruction_AllocationEndDate} {RecurringPaymentInstruction_AllocationsBreakdown} {Constituent_AllowDetailShared} {Constituent_AlsoKnownAs} {RecurringPaymentInstruction_Amount} {RecurringPaymentInstruction_AmountStr} {Constituent_ApplicationIntervalMonths} {RecurringPaymentInstruction_Bank Account} {BlockedChannels_BlockedChannels} {BlockedCommsPrefType} {RecurringPaymentInstruction_Campaigns} {RecurringPaymentInstruction_Cancel Reason} {RecurringPaymentInstruction_CancelDate} {Constituent_Capacity} {RecurringPaymentInstruction_Channels} {RecurringPaymentInstruction_CollectionDay} {RecurringPaymentInstruction_CollectionMethod} {RecurringPaymentInstruction_CollectionRef1} {RecurringPaymentInstruction_CollectionRef2} {RecurringPaymentInstruction_CollectionRef3} {RecurringPaymentInstruction_CollectionRef4} {RecurringPaymentInstruction_CollectionRef5} {RecurringPaymentInstruction_Comments} {RecurringPaymentInstruction_ConnectedConstituent} {Constituent_Connection} {RecurringPaymentInstruction_ConsecutiveMissedPayments} {Constituent_ConstituentActive} {Constituent_ConstituentDateAdded} {Constituent_ConstituentDateChanged} {Constituent_ConstituentDescription} {RecurringPaymentInstruction_ConstituentNumber} {Constituent_ConstituentType} {RecurringPaymentInstruction_County} {RecurringPaymentInstruction_Currency} {DateAdded} {DateChanged} {Constituent_DateOfBirth} {Transactions_DateOfFirstGift} {Transactions_DateOfLastGift} {RecurringPaymentInstruction_Departments} {Description} {RecurringPaymentInstruction_Email} {Entity} {EntityId} {EntityNumber} {ExcludedTag_ExcludedTags} {Constituent_ExternalKey} {RecurringPaymentInstruction_FirstName} {Constituent_FirstName} {FK_ConstituentId} {RecurringPaymentInstruction_FormattedPayFreq} {Constituent_Formerly} {Constituent_FundingDeadlineMonths} {RecurringPaymentInstruction_Funds} {Constituent_GiftAidRefused} {RecurringPaymentInstruction_HouseBuildingNumber} {RecurringPaymentInstruction_InstructionStatus} {RecurringPaymentInstruction_InvoiceToAddressLine1} {RecurringPaymentInstruction_InvoiceToAddressLine2} {RecurringPaymentInstruction_InvoiceToCounty} {RecurringPaymentInstruction_InvoiceToEmail} {RecurringPaymentInstruction_InvoiceToFirstName} {RecurringPaymentInstruction_InvoiceToHouseBuildingNumber} {RecurringPaymentInstruction_InvoiceToLastName} {RecurringPaymentInstruction_InvoiceToMobilePhone} {RecurringPaymentInstruction_InvoiceToOrganisationName} {RecurringPaymentInstruction_InvoiceToPhone} {RecurringPaymentInstruction_InvoiceToPostalCode} {RecurringPaymentInstruction_InvoiceToTitle} {RecurringPaymentInstruction_InvoiceToTown} {IsActive} {Constituent_IsMajorDonor} {RecurringPaymentInstruction_LastMissedPaymentMonth} {RecurringPaymentInstruction_LastMissedPaymentYear} {Constituent_LastName} {RecurringPaymentInstruction_LastName} {RecurringPaymentInstruction_LastPaymentReceived} {Constituent_MiddleName} {RecurringPaymentInstruction_MobilePhone} {Constituent_NextApplicationDeadline} {Number} {RecurringPaymentInstruction_NumberOfMissedPayments} {Transactions_LifetimeGiftsNumber} {Constituent_OrganisationName} {ContactDetails_Other_AddressLine1} {ContactDetails_Other_AddressLine2} {ContactDetails_Other_AreaDescription} {ContactDetails_Other_Country} {ContactDetails_Other_County} {ContactDetails_Other_Department} {ContactDetails_Other_Email1Address} {ContactDetails_Other_Email1Format} {ContactDetails_Other_Email1Status} {ContactDetails_Other_Email2Address} {ContactDetails_Other_Email2Format} {ContactDetails_Other_Email2Status} {ContactDetails_Other_HouseBuildingNumber} {ContactDetails_Other_JobTitle} {ContactDetails_Other_LabelName} {ContactDetails_Other_MobilePhone} {ContactDetails_Other_OrganisationName} {ContactDetails_Other_Phone1} {ContactDetails_Other_Phone2} {ContactDetails_Other_PostalCode} {ContactDetails_Other_RegionDescription} {ContactDetails_Other_RoleDescription} {ContactDetails_Other_Salutation} {ContactDetails_Other_Town} {CommsProfile_OtherUsedFor} {RecurringPaymentInstruction_Pause Reason} {RecurringPaymentInstruction_PauseFrom} {RecurringPaymentInstruction_PauseTo} {RecurringPaymentInstruction_PaymentFrequency} {RecurringPaymentInstruction_PaymentMethod} {RecurringPaymentInstruction_PaymentsBreakdown} {PermittedChannels_PermittedChannels} {ContactDetails_Personal_AddressLine1} {ContactDetails_Personal_AddressLine2} {ContactDetails_Personal_AreaDescription} {ContactDetails_Personal_Country} {ContactDetails_Personal_County} {ContactDetails_Personal_Email1Address} {ContactDetails_Personal_Email1Format} {ContactDetails_Personal_Email1Status} {ContactDetails_Personal_Email2Address} {ContactDetails_Personal_Email2Format} {ContactDetails_Personal_Email2Status} {ContactDetails_Personal_HouseBuildingNumber} {ContactDetails_Personal_LabelName} {ContactDetails_Personal_MobilePhone} {ContactDetails_Personal_OrganisationName} {ContactDetails_Personal_Phone1} {ContactDetails_Personal_Phone2} {ContactDetails_Personal_PostalCode} {ContactDetails_Personal_RegionDescription} {ContactDetails_Personal_Salutation} {ContactDetails_Personal_Town} {CommsProfile_PersonalUsedFor} {RecurringPaymentInstruction_Phone} {RecurringPaymentInstruction_PostalCode} {RecurringPaymentInstruction_Products} {Constituent_Propensity} {Constituent_RecruitmentCampaign} {RecurringPaymentInstructionId} {RecurringPaymentInstructionNumber} {Constituent_ResearchScore} {RowVersion} {SocialMediaIds} {RecurringPaymentInstruction_StartMonth} {RecurringPaymentInstruction_StatusChangedOn} {Constituent_Suffix} {Constituent_SuggestAskAmount} {Constituent_Title} {RecurringPaymentInstruction_Title} {Transactions_CurrentYearMinus1GiftsAmount} {Transactions_CurrentYearMinus2GiftsAmount} {Transactions_CurrentYearGiftsAmount} {Transactions_CurrentYearGiftAidReclaimedAmount} {Transactions_CurrentYearMinus1GiftAidReclaimedAmount} {Transactions_CurrentYearMinus2GiftAidReclaimedAmount} {Constituent_TotalAnnualGiving} {Transactions_LifetimeGiftAidReclaimedAmount} {Transactions_LifetimeGiftAidReclaimedAmountLastYear} {Transactions_LifetimeGiftAidReclaimedAmountPriorYear} {Transactions_LifetimeGiftAidReclaimedAmountThisYear} {Transactions_LifetimeGiftsAmount} {RecurringPaymentInstruction_Town} {Transactions_AverageGiftAmount} {Transactions_CurrentYearMinus1GiftsNumber} {Transactions_CurrentYearMinus2GiftsNumber} {Transactions_CurrentYearGiftsNumber} {RecurringPaymentInstruction_Type} {Constituent_TypicalGiftSizeFrom} {Constituent_TypicalGiftSizeTo} {ContactDetails_Work_AddressLine1} {ContactDetails_Work_AddressLine2} {ContactDetails_Work_AreaDescription} {ContactDetails_Work_Country} {ContactDetails_Work_County} {ContactDetails_Work_Department} {ContactDetails_Work_Email1Address} {ContactDetails_Work_Email1Format} {ContactDetails_Work_Email1Status} {ContactDetails_Work_Email2Address} {ContactDetails_Work_Email2Format} {ContactDetails_Work_Email2Status} {ContactDetails_Work_HouseBuildingNumber} {ContactDetails_Work_JobTitle} {ContactDetails_Work_LabelName} {ContactDetails_Work_MobilePhone} {ContactDetails_Work_OrganisationName} {ContactDetails_Work_Phone1} {ContactDetails_Work_Phone2} {ContactDetails_Work_PostalCode} {ContactDetails_Work_RegionDescription} {ContactDetails_Work_RoleDescription} {ContactDetails_Work_Salutation} {ContactDetails_Work_Town} {CommsProfile_WorkUsedFor} {Constituent_ArchiveDate} {Constituent_ArchiveReason} {Constituent_DefaultContactDetails} {EntitySubType} {Id} {Constituent_OpportunityFundraiser} {ContactDetails_Other_IsLinkedToId} {ContactDetails_Other_LabelNameAlternate} {ContactDetails_Other_SalutationAlternate} {ContactDetails_Personal_IsLinkedToId} {ContactDetails_Personal_LabelNameAlternate} {ContactDetails_Personal_SalutationAlternate} {Constituent_PreferredChannel} {Constituent_RelationshipOwner} {Constituent_SolicitationPlan} {Status} {Transactions_Months13To24GiftsAmount} {Transactions_CurrentTaxYearMinus1GiftsAmount} {Transactions_Months25To36GiftsAmount} {Transactions_CurrentTaxYearMinus2GiftsAmount} {Transactions_Months1To12GiftsAmount} {Transactions_CurrentTaxYearGiftsAmount} {Transactions_CurrentTaxYearMinus1RecurringGiftsAmount} {Transactions_CurrentYearMinus1RecurringGiftsAmount} {Transactions_CurrentYearMinus2RecurringGiftsAmount} {Transactions_CurrentTaxYearRecurringGiftsAmount} {Transactions_CurrentYearRecurringGiftsAmount} {Type} {ContactDetails_Work_IsLinkedToId} {ContactDetails_Work_LabelNameAlternate} {ContactDetails_Work_SalutationAlternate} {Todays_Date (DD/MM/YYY)} {Todays_Date (Written)} {Day of the week} {Current time}

3.4 Activity Trigger Placeholders

{ActiveCommsPrefType} {ActiveTag_ActiveTags} {Activity_ActivityDate} {ActivityId} {Activity_ActivityType} {Constituent_AllowDetailShared} {Constituent_AlsoKnownAs} {Constituent_ApplicationIntervalMonths} {BlockedChannels_BlockedChannels} {BlockedCommsPrefType} {Activity_Campaign} {Constituent_Capacity} {Activity_ConnectedConstituent} {Constituent_Connection} {Activity_Constituent} {Constituent_ConstituentActive} {Constituent_ConstituentDateAdded} {Constituent_ConstituentDateChanged} {Constituent_ConstituentDescription} {Activity_ConstituentNumber} {Constituent_ConstituentType} {Date1} {Date10} {Date2} {Date3} {Date4} {Date5} {Date6} {Date7} {Date8} {Date9} {DateAdded} {DateChanged} {Constituent_DateOfBirth} {Transactions_DateOfFirstGift} {Transactions_DateOfLastGift} {Description} {Activity_EnteredBy} {Entity} {EntityId} {EntityNumber} {EntitySubType} {ExcludedTag_ExcludedTags} {Constituent_FirstName} {FK_ConstituentId} {Constituent_Formerly} {Constituent_FundingDeadlineMonths} {Constituent_GiftAidRefused} {IsActive} {Activity_IsConfidential} {Constituent_IsMajorDonor} {Constituent_LastName} {Constituent_MiddleName} {Constituent_NextApplicationDeadline} {Activity_Notes} {Number} {Number1} {Number10} {Number2} {Number3} {Number4} {Number5} {Number6} {Number7} {Number8} {Number9} {Transactions_LifetimeGiftsNumber} {Constituent_OrganisationName} {ContactDetails_Other_AddressLine1} {ContactDetails_Other_AddressLine2} {ContactDetails_Other_AreaDescription} {ContactDetails_Other_Country} {ContactDetails_Other_County} {ContactDetails_Other_Department} {ContactDetails_Other_Email1Address} {ContactDetails_Other_Email1Format} {ContactDetails_Other_Email1Status} {ContactDetails_Other_Email2Address} {ContactDetails_Other_Email2Format} {ContactDetails_Other_Email2Status} {ContactDetails_Other_HouseBuildingNumber} {ContactDetails_Other_JobTitle} {ContactDetails_Other_LabelName} {ContactDetails_Other_MobilePhone} {ContactDetails_Other_OrganisationName} {ContactDetails_Other_Phone1} {ContactDetails_Other_Phone2} {ContactDetails_Other_PostalCode} {ContactDetails_Other_RegionDescription} {ContactDetails_Other_RoleDescription} {ContactDetails_Other_Salutation} {ContactDetails_Other_Town} {CommsProfile_OtherUsedFor} {PermittedChannels_PermittedChannels} {ContactDetails_Personal_AddressLine1} {ContactDetails_Personal_AddressLine2} {ContactDetails_Personal_AreaDescription} {ContactDetails_Personal_Country} {ContactDetails_Personal_County} {ContactDetails_Personal_Email1Address} {ContactDetails_Personal_Email1Format} {ContactDetails_Personal_Email1Status} {ContactDetails_Personal_Email2Address} {ContactDetails_Personal_Email2Format} {ContactDetails_Personal_Email2Status} {ContactDetails_Personal_HouseBuildingNumber} {ContactDetails_Personal_LabelName} {ContactDetails_Personal_MobilePhone} {ContactDetails_Personal_OrganisationName} {ContactDetails_Personal_Phone1} {ContactDetails_Personal_Phone2} {ContactDetails_Personal_PostalCode} {ContactDetails_Personal_RegionDescription} {ContactDetails_Personal_Salutation} {ContactDetails_Personal_Town} {CommsProfile_PersonalUsedFor} {Constituent_Propensity} {Constituent_RecruitmentCampaign} {Constituent_ResearchScore} {SegmentCode} {SocialMediaIds} {Constituent_Suffix} {Constituent_SuggestAskAmount} {Text1} {Text10} {Text2} {Text3} {Text4} {Text5} {Text6} {Text7} {Text8} {Text9} {Constituent_Title} {Transactions_CurrentYearMinus1GiftsAmount} {Transactions_CurrentYearMinus2GiftsAmount} {Transactions_CurrentYearGiftsAmount} {Transactions_CurrentYearGiftAidReclaimedAmount} {Transactions_CurrentYearMinus1GiftAidReclaimedAmount} {Transactions_CurrentYearMinus2GiftAidReclaimedAmount} {Constituent_TotalAnnualGiving} {Transactions_LifetimeGiftAidReclaimedAmount} {Transactions_LifetimeGiftAidReclaimedAmountLastYear} {Transactions_LifetimeGiftAidReclaimedAmountPriorYear} {Transactions_LifetimeGiftAidReclaimedAmountThisYear} {Transactions_LifetimeGiftsAmount} {Transactions_AverageGiftAmount} {Transactions_CurrentYearMinus1GiftsNumber} {Transactions_CurrentYearMinus2GiftsNumber} {Transactions_CurrentYearGiftsNumber} {Type} {Constituent_TypicalGiftSizeFrom} {Constituent_TypicalGiftSizeTo} {ContactDetails_Work_AddressLine1} {ContactDetails_Work_AddressLine2} {ContactDetails_Work_AreaDescription} {ContactDetails_Work_Country} {ContactDetails_Work_County} {ContactDetails_Work_Department} {ContactDetails_Work_Email1Address} {ContactDetails_Work_Email1Format} {ContactDetails_Work_Email1Status} {ContactDetails_Work_Email2Address} {ContactDetails_Work_Email2Format} {ContactDetails_Work_Email2Status} {ContactDetails_Work_HouseBuildingNumber} {ContactDetails_Work_JobTitle} {ContactDetails_Work_LabelName} {ContactDetails_Work_MobilePhone} {ContactDetails_Work_OrganisationName} {ContactDetails_Work_Phone1} {ContactDetails_Work_Phone2} {ContactDetails_Work_PostalCode} {ContactDetails_Work_RegionDescription} {ContactDetails_Work_RoleDescription} {ContactDetails_Work_Salutation} {ContactDetails_Work_Town} {CommsProfile_WorkUsedFor} {YesNo1} {YesNo10} {YesNo2} {YesNo3} {YesNo4} {YesNo5} {YesNo6} {YesNo7} {YesNo8} {YesNo9} {Constituent_ArchiveDate} {Constituent_ArchiveReason} {Constituent_DefaultContactDetails} {Constituent_ExternalKey} {Id} {Constituent_OpportunityFundraiser} {ContactDetails_Other_IsLinkedToId} {ContactDetails_Other_LabelNameAlternate} {ContactDetails_Other_SalutationAlternate} {ContactDetails_Personal_IsLinkedToId} {ContactDetails_Personal_LabelNameAlternate} {ContactDetails_Personal_SalutationAlternate} {Constituent_PreferredChannel} {Constituent_RelationshipOwner} {Constituent_SolicitationPlan} {Status} {Transactions_Months13To24GiftsAmount} {Transactions_CurrentTaxYearMinus1GiftsAmount} {Transactions_Months25To36GiftsAmount} {Transactions_CurrentTaxYearMinus2GiftsAmount} {Transactions_Months1To12GiftsAmount} {Transactions_CurrentTaxYearGiftsAmount} {Transactions_CurrentTaxYearMinus1RecurringGiftsAmount} {Transactions_CurrentYearMinus1RecurringGiftsAmount} {Transactions_CurrentYearMinus2RecurringGiftsAmount} {Transactions_CurrentTaxYearRecurringGiftsAmount} {Transactions_CurrentYearRecurringGiftsAmount} {ContactDetails_Work_IsLinkedToId} {ContactDetails_Work_LabelNameAlternate} {ContactDetails_Work_SalutationAlternate} {Todays_Date (DD/MM/YYY)} {Todays_Date (Written)} {Day of the week} {Current time}

4. Placeholder Updates and Renamed Fields

Some placeholder names were updated in June 2022. If you used the old names, you should now use the new versions listed below.

4.1 Renamed Placeholders (June 2022)

Old name to New name:

{Transactions_TotalTransactionAmount}          → {Transactions_LifetimeGiftsAmount} {Transactions_NumberOfTransactions}           → {Transactions_LifetimeGiftsNumber} {Transactions_TotalGiftAidClaimed}           → {Transactions_LifetimeGiftAidReclaimedAmount} {Transactions_DateOfFirstTransaction}        → {Transactions_DateOfFirstGift} {Transactions_DateOfLastTransaction}         → {Transactions_DateOfLastGift} {Transactions_TransactionAverageAmount}      → {Transactions_AverageGiftAmount} {Transactions_TotalAmountThisYear}           → {Transactions_CurrentYearGiftsAmount} {Transactions_TransactionCountThisYear}      → {Transactions_CurrentYearGiftsNumber} {Transactions_TotalRecurringAmountThisYear}  → {Transactions_CurrentYearRecurringGiftsAmount} {Transactions_TotalAmountLastYear}           → {Transactions_CurrentYearMinus1GiftsAmount} {Transactions_TransactionCountLastYear}      → {Transactions_CurrentYearMinus1GiftsNumber} {Transactions_TotalRecurringAmountLastYear}  → {Transactions_CurrentYearMinus1RecurringGiftsAmount} {Transactions_TotalAmountPriorYear}          → {Transactions_CurrentYearMinus2GiftsAmount} {Transactions_TransactionCountPriorYear}     → {Transactions_CurrentYearMinus2GiftsNumber} {Transactions_TotalRecurringAmountPriorYear} → {Transactions_CurrentYearMinus2RecurringGiftsAmount} {Transactions_TotalAmountThis12Months}       → {Transactions_Months1To12GiftsAmount} {Transactions_TotalAmountLast12Months}       → {Transactions_Months13To24GiftsAmount} {Transactions_TotalAmountPrior12Months}      → {Transactions_Months25To36GiftsAmount} {Transactions_TotalAmountThisTaxYear}        → {Transactions_CurrentTaxYearGiftsAmount} {Transactions_TotalAmountLastTaxYear}        → {Transactions_CurrentTaxYearMinus1GiftsAmount} {Transactions_TotalAmountPriorTaxYear}       → {Transactions_CurrentTaxYearMinus2GiftsAmount} {Transactions_TotalRecurringAmountThisTaxYear}  → {Transactions_CurrentTaxYearRecurringGiftsAmount} {Transactions_TotalRecurringAmountLastTaxYear}  → {Transactions_CurrentTaxYearMinus1RecurringGiftsAmount}

4.2 New Gift Aid Placeholders

Newly added placeholders for Gift Aid totals:

{Transactions_CurrentYearGiftAidReclaimedAmount} {Transactions_CurrentYearMinus1GiftAidReclaimedAmount} {Transactions_CurrentYearMinus2GiftAidReclaimedAmount}

5. Tips for Using Placeholders Effectively

  • Start typing {Email, {Amount, {LabelName, etc. to quickly narrow the placeholder list.

  • Use transaction-specific placeholders only in Transaction triggers, and similarly for RPI/Activity.

  • Always test your trigger with a test constituent/transaction to confirm placeholders render as expected.

  • Remember that if a value is missing, the placeholder will simply disappear, so include surrounding text that still makes sense if that happens.

This structure should give you everything you need to build rich, personalised trigger emails using placeholders.

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