Closerware offers the ability to merge all contact and biographical data for a contact. The convention for the merge fields is ${FIELDKEY}. The format must follow the exact convention displayed below where the field key is preceded by a dollar sign and open bracket “${“ and ended with a closed bracket “}”.
The following are built-in fields available for merge for VolunteerMatters data (Case Sensitive):
| Merge Field | Description |
|
${Title} |
Inserts the contact’s title |
|
${FirstName} |
Inserts the contact’s first name |
|
${LastName} |
Inserts the contact’s last name |
|
${MiddleName} |
Inserts the contact’s middle name |
|
${Suffix} |
Inserts the contact’s suffix |
|
${Address1} |
Inserts the contact’s street address1. Address type determined by the settings in the template. |
|
${Address2} |
Inserts the contact’s street address2. Address type determined by the settings in the template. |
|
${City} |
Inserts the contact’s city. Address type determined by the settings in the template. |
|
${State} |
Inserts the contact’s state. Address type determined by the settings in the template. |
|
${PostalCode} |
Inserts the contact’s postal code. Address type determined by the settings in the template. |
|
${Country} |
Inserts the contact’s country. Address type determined by the settings in the template. |
The following are built-in fields for VolunteerMatters data (in addition to the fields above – also case sensitive)
| Merge Field | Description |
|
${_MEMBERSHIPID} |
Inserts the contact’s membership ID |
|
${_NICKNAME} |
Inserts the contact’s nickname |
|
${_MAILINGNAME} |
Inserts the contact’s mailing name |
|
${_PREVIOUSNAME} |
Inserts the contact’s previous name |
|
${_BIRTHDATE} |
Inserts the contact’s birth date (month, day, and year) |
|
${_BIRTHDAY} |
Inserts the contact’s birth day (month and day) |
|
${_MEMBERSINCE} |
Inserts the contact’s member since date (month, day, and year) |
|
${_MEMBERSINCE_YEAR} |
Inserts the contact’s member since year |
|
${_EMAIL} |
Inserts the contact’s email address |
|
${_ALT_EMAIL} |
Inserts the contact’s alternate email address |
|
${_MEMBERSTATUS} |
Inserts the contact’s current statuses (status type: status value) with a carriage return between each |
|
${_TELEPHONE} |
Inserts the contact’s telephone number(s) (type: number) with a carriage return between each |
|
${_PRIMARY_TELEPHONE} |
Inserts the contact’s primary telephone number. |
|
${_ADDRESS} |
Inserts the contact’s addresses (type: address block) with a carriage return betweeneach |
|
${_PRIMARY_ADDRESS} |
Inserts the contact’s primary address. |
|
${_PLACEMENTS} |
Inserts the contact’s current committee placement(s) (committee: seat) with a carriage return between each |
You may also merge any custom field by using the same convention, inserting the unique key you identified when you created the field. If you do not know the unique key for any field off hand, please visit Setup > Contact Record. For example, if you were to create a custom member field called “Favorite Pizza Toppings” with a Unique Key of “PIZZA” then the merge field would be ${PIZZA}.
Comments