Merge fields allow you to personalize your Online Actions forms with supporter information, creating a more engaging and tailored experience.
Step 1: Understand available form merge fields
- Merge fields pull information from supporter records to personalize content
Common merge fields for forms include:
- {{FirstName}} - Supporter's first name
- {{LastName}} - Supporter's last name
- {{Email}} - Supporter's email address
- {{Address}} - Supporter's street address
Merge fields are surrounded by double curly braces
Step 2: Add merge fields to your form
- Create or edit an Online Actions form
- On the Build Page step, place your cursor where you want to add personalization
- Click the "Merge Fields" button in the editor toolbar
- Select the appropriate merge field from the dropdown
- The merge field will be inserted at your cursor position
Step 3: Use merge fields in form content
- Create personalized greetings: "Hello, {{FirstName}}!"
- Pre-fill information: "We have your email as {{Email}}. Is this correct?"
- Reference past actions: "Thanks for your previous support of {{OrganizationName}}."
- Use merge fields in both the form content and confirmation pages
Step 4: Set fallback values for forms
- Some supporters may not have all information in their records.
Add fallback values using the pipe character:
Hello, {{FirstName|Friend}}!
In this example, if FirstName is available, it will be used; otherwise, "Friend" will appear.
Always use fallbacks for critical merge fields to ensure your form makes sense for all users.
Step 5: Test your personalized form
- Preview your form to see how it appears with merge fields
- Note that in preview mode, merge fields will show as placeholders
- Test the form with a test contact record to see actual personalization
- Check how the form appears both for contacts with complete information and those with missing data
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