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Creating Conditional Content from scratch can be a laborious task, especially when working with contribution fields, so we created a handful of default Reusables to get you started. You can use these with any email you create using the Classic Editor in Targeted Email.

 

Read more about using the Classic Editor to compose Targeted Emails

Read more about getting started with Reusables

Video: EveryAction Reusable Content Feature Workshop

 

Default Reusables


The default reusables currently provided in Targeted Email are:

NameDescription
If / Else Contentan example of how to insert conditional content, where the content that displays depends on contact's State/Province
Contribution ask HPCdisplay contribution amounts based on Highest Previous Contribution
Contribution ask MRCdisplay contribution amounts based on Most Recent Contribution
Contribution FA HPCdisplay one-click links based on Most Recent Contribution (form must have FastAction and Auto-Processing enabled)
Contribution FA MRCdisplay one-click links based on Highest Previous Contribution (form must have FastAction and Auto-Processing enabled)

 

If / Else Content

The If / Else Content Reusable will display content based on the recipient's state for their home address. The example provided displays content if the recipient's state is Massachusetts and different content for other states, but one can easily swap out Massachusetts for any other state. 
 

Contribution ask HPC

The Contribution ask HPC Reusable inserts a smart link to a contribution form that displays contribution amounts based on the recipient's Highest Previous Contribution (HPC). You will need to swap out the placeholder URL with the link to your actual contribution form. 

 

Contribution ask MRC

The Contribution ask MRC Reusable inserts a smart link to a contribution form that displays contribution amounts based on the recipient's Most Recent Contribution (MRC). You will need to swap out the placeholder URL with the link to your actual contribution form. 
 

Contribution FA HPC

The Contribution FA HPC Reusable inserts one-click smart links to a contribution form that will automatically process the contribution based on the recipient's Highest Previous Contribution (HPC). You will need to swap out the placeholder URL with the link to your actual contribution form, which must have FastAction and Auto-Processing enabled.
 

Contribution FA MRC

The Contribution FA MRC Reusable inserts one-click smart links to a contribution form that will automatically process the contribution based on the recipient's Most Recent Contribution (MRC). You will need to swap out the placeholder URL with the link to your actual contribution form, which must have FastAction and Auto-Processing enabled.

 

How to modify Contribution-Related Reusables


The 4 contribution default Reusables are made up of:
 

  • Link to a contribution form: we insert a placeholder URL, which you must replace with the URL for your Online Actions contribution form
  • Merge fields: they use the {{HighestPreviousContributionAmount}} and {{MostRecentContributionAmount}} merge fields
    • the merge fields can be swapped out with custom currency contact fields
    • the calculations that we apply to these values is such that we multiply them by 1, 1.5, and 2, but these can be modified 
  • Amount Options query string: in the case of the Contribution Ask reusables, we pass 3 ask amounts to the contribution form using the amtOpts Query string, but you can pass additional ask amounts
  • Macros: we use the round_currency and round_min_max macros to pass the information above and apply rules about rounding, enforcing minimum and maximum amounts, and formatting amounts. The default formatting for amount is US dollars (USD). We also support Canadian dollars (CAD), the Euro (EUR), and the British pound (GBP).
  • Else content: in the case of the FastAction Reusables, we ask for static contribution amounts in case the recipient has not made a contribution before. Those amounts are $20, $35, and $50, but these can be modified

 

An overview of more macros can be found in the How to: Use contribution fields in Conditional Content article. Read on for more detailed information about the round_currency and round_min_max macros.

 

How to use the round_currency Macro

 

The  round_currency macro is used to display the ask amount in the email body, because it applies the USD currency formatting to the ask amount. 4 arguments are passed with round_currency:

  • seed value: we will determine the seed value based on the merge field and calculation provided
  • round value: after we perform the calculation for the seed value, we will round that value to the nearest multiple of the round value
  • minimum value: after we round the calculated value, we will determine if it's below the minimum value. If so, we will display the minimum value.
  • maximum value: after we round the calculated value, we will determine if it's above the maximum value. If so, we will display the maximum value.

 

The Contribution ask HPC Reusable inserts the following macro:

{{round_currency(HighestPreviousContributionAmount*1,5,20,2500)}}

 

Here is the breakdown of the arguments passed above:

  • seed value: multiply the {{HighestPreviousContributionAmount}} by 1
  • round value: round seed value above to the nearest multiple of 5
  • minimum value: enforce a minimum value of 20
  • maximum value: enforce a maximum value of 2500

 

Remember, because this is round_currency, we apply USD formatting to the calculated value above. Examples of ask amounts using the macro above depending on the recipient's Highest Previous Contribution Amount:
 

Highest Previous ContributionAsk Amount (macro output)
$12.00$20.00
$100.00$100.00
$36.00$35.00
$2,600.00$2,500.00

 

The reusable inserts else content in the case that the recipient has not donated in the past. 

The Contribution ask MRC reusable inserts the same macro as the Contribution ask HPC reusable, except that it passes the {{MostRecentContributionAmount}} merge field instead of the {{HighestPreviousContributionAmount}} merge field as the seed value.

 

How to use the round_min_max Macro

The round_min_max macro is used to pass the ask amounts as query string parameters to the form, because it does not apply the USD currency formatting. The same four arguments are passed with round_min_max:

  • seed value

  • round value

  • minimum value

  • maximum value


The Contribution ask HPC Reusable inserts three round_min_max macros:

{{round_min_max(HighestPreviousContributionAmount*1,5,20,2000)}}
{{round_min_max(HighestPreviousContributionAmount*1.5,5,35,2250)}}
{{round_min_max(HighestPreviousContributionAmount*2,5,50,2500)}}


Here is the breakdown of the arguments passed above:

  • seed value: multiply the {{HighestPreviousContributionAmount}} by 1, 1.5, and 2, respectively

  • round value: round seed value above to the nearest multiple of 5

  • minimum value: enforce a minimum value of 20, 35, and 50, respectively

  • maximum value: enforce a maximum value of 2000, 2250, and 2500, respectively

 

Examples of ask amounts that would display on the contribution form using the macro above depending on the recipient's Highest Previous Contribution Amount:

 

Highest Previous ContributionAsk Amount 1Ask Amount 2Ask Amount 3
$12.00203550
$100.00100150200
$36.00355570
$2,600.00200022502500

 


 

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