Merge tags

A merge tag is a placeholder that Supporter Club replaces with real details when it shows a page or sends an email, such as the club's name or a supporter's first name. A merge tag is written between *| and |*, for example *|CLUB_NAME|*.

Insert a merge tag from the list

In the page, asset and document builders, the designer and the email builder:

1. Select a piece of text, so its settings show in the Settings or Editor panel.
2. Select the text field to open the text editor, headed with the name of the part you selected.
3. Put the cursor where the tag should go.
4. Open Merge tag and choose a tag. Type in the list to search it by name, tag or description. Each entry shows its name, the tag itself and a description.
5. Select Save changes.

The list is grouped under headings such as Club, Membership, Contact, Organisation and Donation. It only offers the tags that work in the design you are editing. Some names appear twice in a group, for example a member's details and the details of the ambassador who referred them; the tag under each name tells them apart.

Type a merge tag

You can also type a tag. Typing is the only way to add one where there is no Merge tag list:

• the Title and Description in a page's Page settings (see Pages)
• an email's subject and preheader (see Emails)
• link addresses and image alt text in a design

Capital letters don't matter: *|club_name|* works the same as *|CLUB_NAME|*.

A tag that doesn't work in that place, or is misspelled, shows nothing. Check your text in the preview before you publish.

Change how a tag's text looks

Add one of these after the tag's name, after a colon:

• :UPPERCASE turns the text into capitals: *|CLUB_NAME:UPPERCASE|*
• :LOWERCASE turns it into small letters.
• :TITLECASE starts each word with a capital.
• :POSSESSIVE turns a name into its possessive form, for example Sam's.

Which tags work where

Each kind of design offers its own set of tags. The prefix at the start of a tag says whose details it shows.

So a document, including the donation receipt, can't show donation details through merge tags.

Wherever REFERRING_MEMBERSHIP_ tags work on the story page, the welcome page and assets, you can type AMBASSADOR_ instead, for example *|AMBASSADOR_CONTACT_FIRST_NAME|*. The list shows only the REFERRING_MEMBERSHIP_ form.

Tags in emails

Emails offer the most tags, because an email can be about a club, a person, a donation and a membership, and is sent to a recipient:

• CLUB_, CONTACT_, DONATION_ and MEMBERSHIP_: the club, person, donation and membership the email is about. Which of these an email has depends on what started it; see Workflows.
• DONATION_CLUB_, DONATION_CONTACT_ and DONATION_MEMBERSHIP_: the club, donor and membership of that donation.
• MEMBERSHIP_CONTACT_: the member of that membership.
• MEMBERSHIP_REFERRING_MEMBERSHIP_ and MEMBERSHIP_REFERRING_MEMBERSHIP_CONTACT_: the ambassador who referred that member. DONATION_MEMBERSHIP_REFERRING_MEMBERSHIP_ and DONATION_MEMBERSHIP_REFERRING_MEMBERSHIP_CONTACT_ do the same for the donation's membership.
• RECIPIENT_CONTACT_: the person receiving this copy of the email. RECIPIENT_CLUB_ is the club they receive it through, RECIPIENT_MEMBERSHIP_ and RECIPIENT_MEMBERSHIP_CONTACT_ are their membership of that club, and RECIPIENT_MEMBERSHIP_REFERRING_MEMBERSHIP_ is the ambassador who referred them.
• ORGANISATION_: your organisation.

In emails, AMBASSADOR_ works in place of REFERRING_MEMBERSHIP_ in the same way, for example *|MEMBERSHIP_AMBASSADOR_CONTACT_FIRST_NAME|*.

To build a tag, put the prefix in front of a tag name from the lists below. For example, RECIPIENT_CONTACT_ with FIRST_NAME gives *|RECIPIENT_CONTACT_FIRST_NAME|*. Use the Merge tag list to check a tag exists before you type it.

Every merge tag

The tables give each tag's name. Write it between *| and |*: for example, CLUB_NAME is written *|CLUB_NAME|*.

Club

The club's tags start with CLUB_. In emails, the same names also follow DONATION_CLUB_ and RECIPIENT_CLUB_.

The PREVIOUS_ goal tags work through the goals in order of size, and have some gaps:

• Until the first goal is reached, and when there are no goals, CLUB_PREVIOUS_TARGET_AMOUNT and CLUB_PREVIOUS_TARGET_SUPPORTER_COUNT show 0, written as an amount of money (for example "£0"), and their date tags show "(None)".
• If there is an odd number of goals of one kind (amount or supporter count), the same happens once every goal of that kind is reached: the previous goal shows 0 and its date shows "(None)", instead of showing the largest goal.

With no goals set, the other goal amount, count and date tags show "(None)", and the percentage tags show "0%". See Goals and matched donations.

Organisation

These work in every page, asset, document and email. They don't work inside the text of a membership option or a donation interval option (see Membership options and intervals).

Membership

Shown here with the MEMBERSHIP_ prefix. The same names follow REFERRING_MEMBERSHIP_ (and AMBASSADOR_) for the ambassador who referred the member, and, in emails, DONATION_MEMBERSHIP_, RECIPIENT_MEMBERSHIP_ and the other membership prefixes above.

The ambassador's PREVIOUS_ goal tags have the same gaps as the club's: see the notes under Club.

Contact

These are a person's details. They always follow a prefix that says whose: MEMBERSHIP_CONTACT_, REFERRING_MEMBERSHIP_CONTACT_ (or AMBASSADOR_CONTACT_), and in emails CONTACT_, DONATION_CONTACT_, RECIPIENT_CONTACT_ and the others above. Shown here with MEMBERSHIP_CONTACT_.

Donation (emails only)

Shown here with DONATION_.

Membership options and intervals

These are not in the Merge tag list. They only work in text inside a membership option or a donation interval option, where each option shows its own values. Membership options appear on the join page, and in the Donation examples section when it uses the Dynamic layout, which shows one tile for each of the club's membership options.

Inside a membership option, only these tags work. CLUB_ and ORGANISATION_ tags show nothing there.

PRODUCT_VARIANT_ works in place of DONATION_OPTION_VARIANT_ in each of these.

Inside a donation interval option, these work alongside the CLUB_ tags. ORGANISATION_ tags show nothing there.

See Membership options and intervals.