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 | 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 | 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} | 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 | 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 | 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 |
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 acknowledgements 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 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 - 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}
Constituent Number - {ConstituentNumber}
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