Using Merge Tags

Merge Tags are placeholders for donation-specific information, such as donor details or gift amounts. They allow you to insert dynamic data into receipts and confirmation pages to customize the donor experience.

These placeholders can be added within supported content areas, allowing you to control placement, formatting, and context while keeping messaging aligned with your organization's voice and layout.

In the editor and preview, merge tags appear wrapped in curly braces (for example, ), marking where donation data will be inserted. When the receipt or confirmation page is viewed, each merge tag is automatically replaced with the corresponding value from the donation record.

Where You Can Use Merge Tags

You can add merge tags in two places:

• 2.0 Giving Form Confirmation (Thank You) page: the Message Body of the confirmation page.
• 2.0 Receipts: Custom Content blocks in the 2.0 Receipt editor.

Adding Merge Tags on the Confirmation Page

1. Open a Giving Form from Fundraising > Embeds (or Fundraising > Campaigns > select a campaign), then click Edit.
2. Select the Confirmation tab.
3. In the Message Body section, place your cursor where you want the data to appear in the Message editor.
4. Click the Add Tag button (the tag icon) in the editor's formatting toolbar, then choose a tag. It's inserted as and will display the donor's data on the live confirmation page.

Adding Merge Tags on a 2.0 Receipt

1. Open a 2.0 Receipt from Fundraising > Receipts.
2. In the Content section, add or open a Custom Content block.
3. Place your cursor where you want the data to appear, click Insert Tag above the editor, and choose a tag. It's inserted as .

Available Merge Tags