Merge Fields - WIT

A merge field is a field you can put in an email template, mail merge template, custom link. or formula to incorporate values from a record.

You use merge fields in the WIT donation pages to personalise blurb content with your contact's name, specify the amount of a donation, specify the date of an attempted payment, and other data from records related to the contact. Different donation page record types support different sets of merge fields. If you are using WIT Essentials, your options for merge fields include fields related to the contact, such as {Name}. If you are using WIT Professional, your options include different sets of merge fields supported by different record types

Merge Fields

Checkout Page

Reprocess Donation

Credit Card Expired (Recurring Donation)

{Amount}

{Name} -> Contact's Name

{RecurringAmount} -> Recurring Donation's Amount

{DonationType}

{Amount} -> Opportunity Amount

{CCNumber} -> Credit Card Number (only last 4 values)

{FirstName}

{CloseDate} -> Opportunity Close Date

 

{LastName}

{FailReason} -> Last Payment Transaction's Error Message

 

{Email}

 

 

{Street}

 

 

{City}

 

 

{Country}

 

 

{State}

 

 

{Postcode}

 

 

{AccountName}

 

 

{PaymentType}

 

 

{TributeType}

 

 

{InTributeOf}

 

 

{Comments}

 

 

{Frequency}

 

 

How to use Merge Fields

You can use merge fields in the blurb you contacts will see when they visit your donation page via a PURL link. The merge fields will be populated with the information relevant to them for that particular campaign record type. For instance, if you insert merge fields into the Reprocess Donation Campaign, the contact will see something like the following example:

This example used the following merge fields:

  1. Name

  2. Opportunity Amount

  3. Date Failed Payment

  4. Payment Failure Reason

Inside the Web tab of this example campaign, the merge fields look like this:

Dear {Name},

We appreciate your ongoing generosity. Unfortunately, for some reason, your most recent gift {Amount} on {Close Date} wasn’t able to be processed in our system because of {FailReason}.

Dear {Name},

We appreciate your ongoing generosity. Unfortunately, for some reason, your most recent gift {Amount} on {Close Date} wasn’t able to be processed in our system because of {FailReason}.

They are just plain text, contained in curly braces. Use them in the context of the campaign record type, for instance {FailReason} won't work for the Credit Card Expired campaign record type. You can't use punctuation inside the squiggly brackets, but you can on the outside, as you above.