Merge Tags for Custom Fields

Merge tags allow you to automatically insert personalized information—such as a donor’s name, gift details, or your organization’s information—into emails, texts, and letters. This helps you save time while still creating tailored messages, especially when communicating with a large number of people.

For example, including a tag like {{donor.name}} in a message will prompt DonorDock to replace it with the actual donor’s name when the message is sent or printed.

Merge tags are also available for custom fields.

Custom field merge tags will begin with Donor and are listed alphabetically alongside other donor-related merge tags in the dropdown.

Adding a Merge Tag in the Template Editor

1. Click to enter any Text box on your Template with your curser

2. When your Text Options tools appear, select the Merge Tag dropdown

3. Select the Merge Tag you would like to insert where your curser is

4. The Merge Tag will now be part of your Text

- or -

1. Click to enter any Text Box on your Template with your curser

2. Type in the leading left brace symbol '{' and begin typing the merge tag you are searching for (ex: donor.name)

3. Available Merge tags will appear for selection, narrowing down the more of the merge tag label you type

4. Select the Merge Tag you would like to insert where you typed the brace.

5. The Merge Tag will now be part of your Text

Adding a Merge Tag in an uploaded Word Template

Once you have created your Word Template in DonorDock and completed your initial upload, beneath the Template File information, all Merge Tags available for your Template type will be listed.

1. Copy and paste the Merge Tags in question you need into your word document and save.

2. Click Upload New File to upload updated Word document

3. Click Test in the right corner to view the template with the Merge Tags

Adding a Merge Tag to a Bulk Text

1. Navigate to Outreach > Texts > Bulk Texts

2. Create a new bulk text or select to enter an existing draft

3. Click inside the text message box so the cursor is where you would like the merge tag to be placed

4. Select the donor dropdown at the top of the text box and select the merge tag in question you would like to insert into the text message body