Editing templates
This article outlines how to edit template files within the Donate Now - Premium File Manager.
For best practices for receipts, see Receipts.
For template sample, see E-mail Templates .
Template field reference
The following table lists all possible conditional blocks and replacement tokens, as well as sample values for each.
| Token | Use Context | Example Data | Notes |
|---|---|---|---|
| {{#subject: Your subject here!}} | Purpose: E-mail Receipt | Do not put replacement tokens in the subject text. Subject tag can be placed anywhere inside the template body. Recommended to put the tag at the top for readability. | |
| {{FirstName}} | Purpose: E-mail Receipt | Johnathan | |
| {{InformalName}} | Purpose: E-mail Receipt | John | |
| {{LastName}} | Purpose: E-mail Receipt | Smith | |
| {{FullName}} | Purpose: E-mail Receipt | John A. Smith | |
| {{FormattedAddress}} | Purpose: E-mail Receipt | 123 Main St, Anytown, ZZ | |
| {{Phone}} | Purpose: E-mail Receipt | (555) 555-1234 | |
| {{Email}} | Purpose: E-mail Receipt | [email protected] | |
| {{Amount}} | Purpose: E-mail Receipt | $50.00 | |
| {{MaskedCardNum}} | Purpose: E-mail Receipt | xxxxxxxxxxxx1234 | |
| {{CardType}} | Purpose: E-mail Receipt | MC | |
| {{FundName}} | Purpose: E-mail Receipt | General Fund | |
| {{ReferenceNum}} | Purpose: E-mail Receipt | 99999 | |
| {{DateTime}} | Purpose: E-mail Receipt | 3/8/2021 1:30:24 PM | |
| {{GiftNote}} | Purpose: E-mail Receipt {{#if: giftnote}} | This is a sample gift note. It can contain multiple lines. | |
| {{RecurringPlan}} | Purpose: E-mail Receipt {{#if: recurring}} | $10.95 monthly for 12 occurrences | Update the recurring plan help text that appears on the receipt in the Text and Content area. |
| {{TributeType}} | Purpose: E-mail Receipt {{#if: tribute}} | HON | |
| {{TributeDescription}} | Purpose: E-mail Receipt {{#if: tribute}} | In honor of | |
| {{TributeHonoree}} | Purpose: E-mail Receipt {{#if: tribute}} | Grandma and Grandpa Smith | |
| {{TributeName}} | Purpose: E-mail Receipt {{#if: tribute}} | Jerry Smith | |
| {{TributeFormattedAddress}} | Purpose: E-mail Receipt {{#if: tribute}} | 456 Main Ave, Sometown, ZZ | |
| {{TributeEmail}} | Purpose: E-mail Receipt {{#if: tribute}} | [email protected] | |
| {{FormattedSurveyAnswers}} | Purpose: E-mail Receipt {{#if: survey}} | Sample Question 1 > Sample Answer Sample Question 2 > Sample Answer 2 | |
| {{AmbassadorFirstName}} | Purpose: E-mail Receipt {{#if: ambassador}} | Jane | Only for iMIS Crowdfunding |
| {{AmbassadorLastName}} | Purpose: E-mail Receipt {{#if: ambassador}} | Smith | Only for iMIS Crowdfunding |
| {{AmbassadorMaidenName}} | Purpose: E-mail Receipt {{#if: ambassador}} | Jones | Only for iMIS Crowdfunding |
| {{AmbassadorFullName}} | Purpose: E-mail Receipt {{#if: ambassador}} | Jane A. Smith | Only for iMIS Crowdfunding |
| {{AmbassadorChapterName}} | Purpose: E-mail Receipt {{#if: ambassador}} | Midwest Alumnae | Only for iMIS Crowdfunding |
| {{AmbDonationMessage}} | Purpose: E-mail Receipt {{#if: ambassador}} | Thank you for your consideration! | Only for iMIS Crowdfunding |
| {{AmbReceiptMessage}} | Purpose: E-mail Receipt {{#if: ambassador}} | Thank you for your generous contribution towards my campaign! | Only for iMIS Crowdfunding |
| {{Name}} | Purpose: Tribute Notification | Brenda Smith | Only for iMIS Crowdfunding |
| {{Amount}} | Purpose: Tribute Notification | $45.00 | Only for iMIS Crowdfunding |
| {{DonorFirstName}} | Purpose: Tribute Notification | Johnathan | Only for iMIS Crowdfunding |
| {{DonorInformalName}} | Purpose: Tribute Notification | John | Only for iMIS Crowdfunding |
| {{DonorFullName}} | Purpose: Tribute Notification | John A. Smith | Only for iMIS Crowdfunding |
| {{DonorLastName}} | Purpose: Tribute Notification | Smith | Only for iMIS Crowdfunding |
| {{DonorEmail}} | Purpose: Tribute Notification | [email protected] | Only for iMIS Crowdfunding |
| {{Message}} | Purpose: Tribute Notification {{#if: message}} | Hi Brenda, this gift is in your honor! | Only for iMIS Crowdfunding |
| {{BannerImage}} | Purpose: Tribute Notification {{#if: bannerimage}} |  |
Only for iMIS Crowdfunding A pre-rendered |
| {{BannerImageRawUrl}} | Purpose: Tribute Notification {{#if: bannerimage}} | https://give.example.org/.../banner.jpg | Only for iMIS Crowdfunding The raw URL, for use in your own |
| {{TribMergeCode}} | Purpose: Tribute Notification {{#if: mergecode}} | HON | Only for iMIS Crowdfunding The merge code that the donor selected for this tribute. |
| {{TribMergeDescription}} | Purpose: Tribute Notification {{#if: mergecode}} | In Honor Of | Only for iMIS Crowdfunding The description of the merge code that the donor selected. |
| {{TribMergeDescriptionLower}} | Purpose: Tribute Notification {{#if: mergecode}} | in honor of | Only for iMIS Crowdfunding The description of the merge code that this donor selected, in lower case. Useful for the middle of sentences, e.g. "{{DonorFirstName}} gave {{TribMergeDescriptionLower}} you!" will render as: "Jane gave in honor of you!" |
Conditional fields
Certain fields must be encapsulated within a conditional block.
A conditional block will only render its contents, if the corresponding data exists. For example, if no gift note was entered, the gift note conditional block will not display.
To define a conditional block, use the following syntax:
{{#if: conditional_name}}
Enter any HTML and/or {{Fields}} here. {{#endif: conditional_name}}
Refer to the table above for a complete list of conditional statements, in the Use Context column.
Here is an example gift note conditional section including the enclosed HTML.
{{#if: giftnote}}
Gift Note:
{{GiftNote}}
{{#endif: giftnote}}Editing
When editing a receipt, the following properties are available:
- File Name: This is the friendly name for your template/receipt. This will be used on the Template page to select this receipt.
- Template Purpose: Select the purpose for this template.
- E-mail Receipt – Denotes that this template should only be selectable as an e-mail receipt. (See above for a list of fields valid for this purpose.)
- CROWDFUNDING Tribute Notification – Denotes that this template should only be selectable as a multiple tribute notification e-mail template. (See above for a list of fields valid for this purpose.)
- Unspecified – Only used when importing templates from previous versions of Donate Now - Premium. Do not use this purpose; no other Donate Now - Premium elements can use a template whose purpose is "Unspecified".
- Cache Lifetime: See Caching in File Manager.
The HTML template itself can also be edited.