The merge fields available to insert in a template depend on what grid or transaction the data is pulled from. For example:


  • If you are sending a membership auto-reminder, the merge fields available to insert in that template will be those found on the Membership grid. 
  • For thank you emails generated from a transaction on a page, like an event page, the merge fields available will relate to the event transaction only. 
  • For email marketing templates, the merge fields can only be inserted once a email contact recipient list is selected. The fields available are determined by where the email list was created. If it was imported using the Contacts import feature, only First Name, Last Name, and Email will be available to insert as merge fields. If the list was created from the Constituents grid, then fields from the constituent's profile page will be available.