Custom Merge tags
M
Michael Gilbert
The labels and envelopes use the household but the letter does not.
Feedback from: Downtown ROCs
I just did a test and the envelopes and labels DO use the household name. It's just the letter that doesn't use the household. If they are going to fix this with the Letters, they should actually use the household name, not the envelope name, because it would be awkward if it was "Dear The Green Household" vs "Dear Green Household"
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J
Julianna Henderson
I keep coming back to this feedback request because there are so many components that would benefit our organization.
We're currently migrating to Givebutter and the data we're coming in with is very messy (a 50 year old organization that had periods of staff turnover). I'm cleaning up contacts so that we can use households, but now that will mean we need to run two different letters for every mailing--one that uses a merge tag for the household names (because we don't want to address
only
the head of household in the letter or send two letters to each household) and one for our individual donors. A conditional merge tag (or a "greeting"/salutation field for household) would help so much.Xyon Martinez
Add support for conditional logic within merge tags to enable dynamic messaging based on user data.
Example:
*IF City = Birmingham THEN display "The South"
*ELSE display "Your Region"
This would allow users to create more tailored and context-aware messages.
E
Erick Chan
I wanted to make a feature request. I would love it if Contacts had a field called "Greeting Name" that we can then use in emails and letters.
We don't like using the "Full Name" to address our patrons because it is too formal, and if we just use "First Name" that does not work with the way some of our contacts are formatted:
Full Name: John Smith & Jane Doe
First: John Smith & Jane
Last: Doe
If we had a "Greeting Name" field that we could import, it would say: John & Jane
A feature like this would also be useful if you have a donor that has a formal name, but prefers to be addressed by a different name.