Editing templates

This article outlines how to edit template files within the Donate Now - PremiumΒ File Manager.

For best practices for receipts, seeΒ 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.

TokenUse ContextExample DataNotes
{{#subject:Β Your subject here!}}Purpose: E-mail ReceiptΒ 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 ReceiptJohnathanΒ 
{{InformalName}}Purpose: E-mail ReceiptJohnΒ 
{{LastName}}Purpose: E-mail ReceiptSmithΒ 
{{FullName}}Purpose: E-mail ReceiptJohn A. SmithΒ 
{{FormattedAddress}}Purpose: E-mail Receipt123 Main St, Anytown, ZZΒ 
{{Phone}}Purpose: E-mail Receipt(555) 555-1234Β 
{{Email}}Purpose: E-mail Receipt[email protected]Β 
{{Amount}}Purpose: E-mail Receipt$50.00Β 
{{MaskedCardNum}}Purpose: E-mail Receiptxxxxxxxxxxxx1234Β 
{{CardType}}Purpose: E-mail ReceiptMCΒ 
{{FundName}}Purpose: E-mail ReceiptGeneral FundΒ 
{{ReferenceNum}}Purpose: E-mail Receipt99999Β 
{{DateTime}}Purpose: E-mail Receipt3/8/2021 1:30:24 PMΒ 
{{GiftNote}}Purpose: E-mail Receipt {{#if: giftnote}}This is a sample gift note. It can contain multiple lines.Β 
{{RecurringPlan}}Purpose: E-mail Receipt {{#if: recurring}}$10.95 monthly for 12 occurrencesUpdate the recurring plan help text that appears on the receipt in theΒ Text and Content area.
{{TributeType}}Purpose: E-mail Receipt {{#if: tribute}}HONΒ 
{{TributeDescription}}Purpose: E-mail Receipt {{#if: tribute}}In honor ofΒ 
{{TributeHonoree}}Purpose: E-mail Receipt {{#if: tribute}}Grandma and Grandpa SmithΒ 
{{TributeName}}Purpose: E-mail Receipt {{#if: tribute}}Jerry SmithΒ 
{{TributeFormattedAddress}}Purpose: E-mail Receipt {{#if: tribute}}456 Main Ave, Sometown, ZZΒ 
{{TributeEmail}}Purpose: E-mail Receipt {{#if: tribute}}[email protected]Β 
{{FormattedSurveyAnswers}}Purpose: E-mail Receipt {{#if: survey}}Sample Question 1 > Sample Answer Sample Question 2 > Sample Answer 2Β 
{{AmbassadorFirstName}}Purpose: E-mail Receipt {{#if:Β ambassador}}JaneOnly forΒ iMISΒ Crowdfunding
{{AmbassadorLastName}}Purpose: E-mail Receipt {{#if:Β ambassador}}SmithOnly forΒ iMISΒ Crowdfunding
{{AmbassadorMaidenName}}Purpose: E-mail Receipt {{#if:Β ambassador}}JonesOnly forΒ iMISΒ Crowdfunding
{{AmbassadorFullName}}Purpose: E-mail Receipt {{#if:Β ambassador}}Jane A. SmithOnly forΒ iMIS Crowdfunding
{{AmbassadorChapterName}}Purpose: E-mail Receipt {{#if:Β ambassador}}Midwest AlumnaeOnly forΒ iMIS Crowdfunding
{{AmbDonationMessage}}Purpose: E-mail Receipt {{#if:Β ambassador}}Thank you for your consideration!Only forΒ iMIS Crowdfunding
{{AmbReceiptMessage}}Purpose: E-mail Receipt {{#if:Β ambassador}}Thank you for your generous contribution towards my campaign!Only forΒ iMIS Crowdfunding
{{Name}}Purpose: Tribute NotificationBrenda SmithOnly forΒ iMIS Crowdfunding
{{Amount}}Purpose: Tribute Notification$45.00Only forΒ iMIS Crowdfunding
{{DonorFirstName}}Purpose: Tribute NotificationJohnathanOnly forΒ iMIS Crowdfunding
{{DonorInformalName}}Purpose: Tribute NotificationJohnOnly forΒ iMIS Crowdfunding
{{DonorFullName}}Purpose: Tribute NotificationJohn A. SmithOnly forΒ iMIS Crowdfunding
{{DonorLastName}}Purpose: Tribute NotificationSmithOnly forΒ iMIS Crowdfunding
{{DonorEmail}}Purpose: Tribute Notification[email protected]Only forΒ iMIS Crowdfunding
{{Message}}Purpose: Tribute Notification {{#if:Β message}}Hi Brenda, this gift is in your honor!Only forΒ iMIS Crowdfunding
{{BannerImage}}Purpose: Tribute Notification {{#if: bannerimage}}Only forΒ iMIS Crowdfunding A pre-rendered tag, ready to place in the receipt.
{{BannerImageRawUrl}}Purpose: Tribute Notification {{#if: bannerimage}}https://give.example.org/.../banner.jpgOnly forΒ iMIS Crowdfunding The raw URL, for use in your own tag, or CSS background-image.
{{TribMergeCode}}Purpose: Tribute Notification {{#if: mergecode}}HONOnly forΒ iMIS Crowdfunding The merge code that the donor selected for this tribute.
{{TribMergeDescription}}Purpose: Tribute Notification {{#if: mergecode}}In Honor OfOnly forΒ iMIS Crowdfunding The description of the merge code that the donor selected.
{{TribMergeDescriptionLower}}Purpose: Tribute Notification {{#if: mergecode}}in honor ofOnly forΒ iMIS Crowdfunding The description of the merge code that this donor selected, in lower case. Useful for the middle of sentences, e.g. "{{DonorFirstName}} gaveΒ {{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}}
Β  Β  Enter any HTML and/or {{Fields}} here. {{#endif: conditional_name}}

Refer to the table above for a complete list of conditional statements, in theΒ Use Context column.

Here is an example gift note conditional section including the enclosed HTML.

{{#if:Β giftnote}}

Β  Β Β 

GiftΒ Note:

Β  Β Β 

{{GiftNote}}

{{#endif: giftnote}}

Editing

When editing a receipt, the following properties are available:

  • File Name:Β This is the friendly name for your template/receipt. This will be used on the Template page to select this receipt.
  • Template Purpose:Β 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.)
    • CROWDFUNDINGΒ Tribute Notification – Denotes that this template should only be selectable as a multiple tribute notification e-mail template.Β (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 Β Caching in File Manager.

The HTML template itself can also be edited.


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