Adding more merge fields to confirmation emails on donation forms

JimmyDan Conners

Hello everyone, I was wondering if anyone had an idea of how I can add a merge field on a confirmation email for the different funds that were selected on that form? We have a back to school appeal we are sending out and currently the confirmation email just states, “ Hey, thanks for your money to this appeal,” and the amount they donated. There's no mention to the fund a constituent actually selects. This to me is just not personal enough. I would like to have the ability to add in which fund they selected in that confirmation email. If that means I have to create a few different email confirmations that trigger on each fund then so be it. Thank you all in advance!

Austen Brown

@Jimmy-Dan Conners - I recommend you check out the RE NXT Idea Bank and make sure this is represented, developers utilize the idea bank for ideas on where to improve the system. Here is a link to the NXT Help Guide that outlines what is included within the “Transaction Details” merge field.

Carrie Aranda

@Jimmy-Dan Conners - It's not currently available in the confirmation email but it is available in the email receipt template. For us, our preference is for it to not be in the confirmation detail but in the receipt email we push out after the batch has been committed. Many times, donors are putting their donation/payment through on our general donation page with a note for what it is for in the comments box. This gives us the opportunity to change the fund on the gift/payment before committing the gift. Once the gift is committed, we push out an email receipt that does include the fund. Plus, this is where you can easily break out different email templates for different funds/purposes/etc.

JimmyDan Conners

@Carrie Aranda
Thank you for this. I will look into it and see if this fits my manager's plan going forward.

JimmyDan Conners

@Austen Brown
I think you're on to something. Im sure I am not the only person to want this feature.