Merge Fields

Merge Fields let you automatically personalise communications and pages using information already held in Social Sync.

Use them to insert dynamic content such as a supporter’s name, fundraising total, event details, order information or personalised fundraising links.

Merge Fields are available across supported areas including Email, SMS, WhatsApp, Microsites and Form success pages.

When the content is sent or displayed, Social Sync replaces each Merge Field with the relevant information for that supporter.

Where Merge Fields are supported, open the thunderbolt ⚡ menu to access available dynamic content.

Choose the category and field you want to use, and it will be added to your content as a placeholder. When the content is sent or displayed, Social Sync replaces that placeholder with the relevant information.

For example, adding First Name allows the same message to greet every supporter personally without creating separate versions.

Merge Fields are grouped into categories to make relevant information easier to find.

Campaign Details – Campaign information such as title, dates, fundraising target, activity target and campaign totals.

Event Details – Information about the supporter’s event within a multi-event campaign.

Registration Flows and Forms – Personalised links to registration flows and Custom Forms.

Supporter Information – Details from the supporter record such as name, contact information, motivation and lifetime value.

Fundraising Information – Fundraising page details, totals and personalised fundraising actions across supported platforms.

Activity Information – Activity targets, progress and completed activity.

Order Details – Information about associated merchandise or other supporter orders.

Donation Details – Information relating to an associated donation.

Campaign and Event Merge Fields help you automatically include information relevant to the supporter’s campaign or event.

This can include details such as:

For multi-event campaigns, Event Merge Fields allow the same communication to adapt automatically based on the event each supporter is taking part in.

Supporter Merge Fields use information stored against the supporter record.

This can include details such as their name, contact information, date of birth, motivation, address and lifetime value.

These fields are useful for making communications feel more relevant without manually looking up supporter information.

If information has not been captured for a supporter, the corresponding Merge Field may appear blank.

You can dynamically insert links to Registration Flows and Custom Forms created within the campaign.

This allows you to send supporters directly to the right registration, follow-up or data capture experience without manually copying individual URLs into your communications.

Fundraising Merge Fields can automatically include information from fundraising records connected to the supporter.

Depending on the platform, this can include the fundraising page title, target, total raised, page URL and other fundraising information.

Social Sync fundraising pages can also provide personalised action links, such as:

Supported external platforms such as Facebook, JustGiving, GoFundMe and Enthuse can also provide platform-specific information and actions.

Where activity tracking is enabled, Merge Fields can include information such as the supporter’s activity target, units, number of activities logged and total activity completed.

This is particularly useful for personalised progress, milestone and motivation communications.

Where a supporter has an associated order, Merge Fields can include information such as the order date and status, item details and shipping information.

This allows Journey Builder communications to automatically include the correct order information for each supporter.

Donation Merge Fields can include information such as the donation amount and date, campaign, fundraiser and associated fundraising page.

These can be used where a journey is responding to a specific donation or fundraising event.

Some Merge Fields may appear blank when using Social Sync’s test send functionality.

This is because a test message is not linked to a specific supporter, fundraiser, registration, order or donation, so supporter-specific information may not be available.

When the communication is sent as part of a live journey, Social Sync uses the relevant records to populate the dynamic content.

Merge Fields connect your communications directly to the supporter, campaign and fundraising data already held in Social Sync.

Instead of manually creating different messages or looking up individual links, the relevant information can be inserted automatically when the communication is delivered.