Merge Fields - Cheat Sheet

Merge fields are a way to bring dynamic content into your Campaign pages and messages, pulling in information within your database to personalise the experience. Therefore, knowing what merge fields are available and where to use them is what this cheat sheet is all about.

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Using Merge Fields

Merge Fields: Page Builder

Merge Fields: Messages

Using Merge Fields

Merge fields are  dynamic tags that pull in specific data from your campaign or organisation's database in Raisely. This information is collected within different 'data sources/data trees', including User, Profile, Campaign, Subscription, and Donation. 

For example, since User and Donations are the sources that capture the first name, their merge fields are  user.firstName or donation.firstName. 

It is important though to understand that the page or message must be connected to that data source for it to use the data. For example, user data will only be available on a webpage if the user is logged in.  

Raisely has made Merge Fields simpler by adding a search function in the Page Builder and Messages, just by typing  #. This provides a dropdown of options to search and select. 

To note, Merge fields can also be added using two curly braces {{source.fieldID}}, which then allows you to use your custom fields, add conditions, and also use this data in other areas such as your URL or CSS attributes. The 'source' refers to the data category (or table) in which the field ID is found. The field ID is the unique ID given to each data field.

Merge Fields: Page Builder

There are two ways to use a merge field, both using a Heading or Paragraph block: 

1

Type  # in the block content to bring up merge field options. You can simply type in the field you are after to reveal the options

2

Enter the source + Field ID surrounded by two curly braces {{source.fieldID}}. Eg. {{user.firstName}} or {{current.profile.exerciseTotal}}

Merge fields can use data based on whether the viewer to the site is logged in or not. If they are logged in, you can then use merge fields to pull all sorts of user and profile information in. But if they are not logged in, the data accessible is only your campaign data such as Campaign goal, campaign name, etc. 

Using Merge Fields on Profile Page

Profile pages are unique as the dynamic content on the page is shown whether or not the user is logged in. 

When adding merge fields on a profile page, using # is the simplest method to bring data. If though you are wanting to use conditions and need to use the field ID, you must add current to the beginning of the field. For example, to bring in the Profiles activity goal, you would need to use {{current.profile.activityGoal}}. This is because the Profile data source is under the heading current. 

You can also access data from an individuals team, using parent. For example, if you wanted to display the total amount someone's team has raised on an individuals profile page you would use {{current.profile.parent.total}}

Using Merge Fields on Dashboard Page

The  Dashboard page is different as it first looks at the User data before looking at Profile. For example, to display a first name is simply {{user.firstName}} or to display their profiles fundraising goal it is {{user.profile.goal}}

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# Common Data Fields Available for Page Builder

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Merge Fields: Messages

There are two ways to use a merge field in the Message builder, both using the Paragraph block: 

1

Type  # in the block content to bring up merge field options. You can simply type in the field you are after to reveal the options

2

Enter the source. Field ID surrounded by two curly braces {{source.field ID}}. Eg. {{user.firstName}} or {{current.profile.exerciseTotal}}

Merge fields use data based on the audience and trigger selected for the message. For example, if your audience is Donors and the trigger is New Donation then you can use data captured across that single line item, such as Donation Amount, User Name, Campaign, etc. 

A helpful way of visualising what data you can use and where, is to use Reports in Raisely.

Below you can find the available data fields for each audience type in Messages, allowing you to search easily or use the field ID manually.  

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# Transactions/Donations

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# Profiles

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# Teams

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# User

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# Campaign

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# Order

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ANONYMOUS DONATIONS

Thank you {{reveal donation.firstName}} for your donation!
	

FAQ

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# How do I use conditions with Merge Fields?

Check out our support guide on Advanced Personalisation

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# My merge field displays nothing. What have I missed?

Firstly, we encourage testing merge fields before going Live on site or sending Messages. An empty field can be due to a few things:

• There is no data in that field. Run a report in Raisely to see if that data actually exists.
• Your merge field cannot be used because that page or message cannot source that data. Remember that data is contextual to the page or message. Using Raisely reports to visualise the data available can be helpful.

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# I'm new to using merge fields and dynamic content. What other support do you have?

Check out our Personalisation: Dynamic content, merge fields, and more for a comprehesive introduction. You will also find links to our YouTube series on Personalisation.

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Cannot find the support guide you are after? Head on over to our YouTube channel 📺 for more creative content to help you go further. You can even leave us comments, suggesting new content ideas 🤯