Email Merge Fields

These fields can be used in Profiler Email Templates (locally made) or imported from an External Source (Mailchimp, Active Campaign etc). Merge fields may be case sensitive. It is best to have the merge field as lower case to ensure the most compatibility.

These merge fields can be in the template as [mergefield] or *|mergefield|*

General Information

Merge Field	Description / Note
date	Current Date
dateext	(as above)
dateshort	Current Date – format of ddmmyyyy
datedmy	(as above)
current_time	Current Time – format of H:mm (ie. 10:21)
current_year	Current Year (ie. 2021)
sitename	The site/database main name

Client Information

Merge Field	Description / Note
salutation	Client Salutation Field
firstname	First Name field
fname	(as above)
surname	Last Name field
lname	(as above)
displayname	The client full name (ie. John Smith)
email	Client Email Address 1
org	The organisation/business name (if Corporate Client)
clientnum	Profiler Client ID
profilerid	(as above)
clientid	(as above)
phoneah	Client Phone AH
phonebus	Client Phone Business/Work
phonemobile	Client Mobile Number 1
address	Client Address
addressee	Client Addressee Field
suburb	Client Suburb
state	Client State
postcode	Client Postcode
orgtypeid	Client Organisation Type field (if defined)
title	Client Title (Mr, Mrs etc)
responsibility	Profiler Username of the Responsibility of the client
responsibility_fullname	Full name of the Profiler User who is responsible for the client
responsibility_firstname	First name of the Profiler User who is responsible for the client
email_salutation	The email description field (or client salutation if not set)
custom	Data/Value of Custom Field Number X
portal_link_cc	Direct Portal URL Update for updating of Stored Payment Methods
portal_link_update	Direct Portal URL Update for updating Key Client Info (Address etc)
portal_link_mem	Direct Portal URL Update for renewing / creating new memberships/subscriptions

Regular Payments/Subscriptions/Memberships

Merge Field	Description / Note
pledgeid	Regular Giving ID number (REGXXXXXXX)
pledgetypeid	The type of regular giving/subscription that is setup
pledgetype	A human readable version of the above code (description)
amount	The amount per time of payment (ex. GST)
gst	The GST amount per time of payment
total	The total amount (amount + GST) per time of payment
pledgeamount	(as above)
freq	How frequent the payment will come out (ie. 1, 2, 3)
period	How often the payment will come out (month, year, quarter)
expiry	When the regular payment is next due
expirydate	(as above) (format is dd-mm-yyyy)
sourceid	Source ID of the regular payment that is made
source	The description of what the source code is
pledgedue	When the regular payment is next due (dd mmm yy)
pledgeduemy	Month and Year of the next due (mmm yyyy)
cardexpy	If Automatic Payment, the mm/yyyy of the credit card expiry
receiptname	The name of the regular payment receipt will be made out to
taxname	(as above)
gatewaytries	The number of times has been attempted to auto-deduct
duedays	Number of days until the payment is due
back2busday	Add/Substracts the expiry date to the next business day

Prizes

Merge Field	Description / Note
prize_letter	The long text assigned to the prize
prize_description	The description of the prize allocated

Online Payment / Integration Data

Merge Field	Description / Note
email	Email Address entered from website
title	Title (mr, mrs etc)
surname	Surname of the client
firstname	Firstname of the client
salutation	Salutation of the client
org	Business Name if the client is corporate/business
donationamount	The amount paid/donated online
amount	(as above)
pledgedamount	The amount regular giving is set for each time
address	The client address
suburb	The client suburb
state	The client state
postcode	The client postcode
taxname	The receipt name the client will be issued with
holdingid	RAPID ID number (for received/temp receipt)
datatype	The type of RAPID interaction (OLDON, MEM etc)
phonemobile	The mobile phone number of the client entered
status	The payment status (Approved/Declined etc)
comments	The comments entered by the client

Payment Information

Merge Field	Description / Note
amount1	The payment amount for line X (in this case 1)
don1	Payment ID for the payment (same for all rows)
ref1	The receipt number of the line transaction
date1	The payment date (same for all rows) (dd/mm/yy)
gst1	The GST amount for the line X
total1	The TOTAL amount for the line X (Amount + GST)
desc1	The source code public description for the line
pay1	The payment method for the payment (same for all rows)
pledge1	The Regular ID for the row if it was a payment regular
	The above table, the number 1 can be substituted for 1 – 10, for each payment line
paymenttable	A table of all the payments, amounts and receipts
signby	The receipt sign by (default or source code override)
signtitle	The receipt sign by title (as above) (ie. General Manager)
source	The list of all source code(s) description for the payment
sourcesite	The name of the site that owns the source code
taxname	The receipt name of the payment
totalntd	Total amount of payment (NON TAX DEDUCTIBLE)
totaltd	Total amount of payment (TAX DEDUCTIBLE)
amount	Total amount of both NON and TAX deductible
abn	The site ABN (as set in Setup > System Wide Settings)
dateext	Extended Date (dddd d mmmm yyyy)
paymentto	The name of the tax deductible fund (as set in System Wide)
content	The receipt text letter (Payment > Receipt Text)
line1	Line 1 of the receipt text

Other Fields

Merge Field	Description / Notes
tally	The current special event tally