How do I personalize forms with merge fields?

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 

1. 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 

1. Create or edit an Online Actions form 
2. On the Build Page step, place your cursor where you want to add personalization 
3. Click the "Merge Fields" button in the editor toolbar 
4. Select the appropriate merge field from the dropdown 
5. The merge field will be inserted at your cursor position 

Step 3: Use merge fields in form content 

1. Create personalized greetings: "Hello, {{FirstName}}!" 
2. Pre-fill information: "We have your email as {{Email}}. Is this correct?" 
3. Reference past actions: "Thanks for your previous support of {{OrganizationName}}." 
4. Use merge fields in both the form content and confirmation pages 

Step 4: Set fallback values for forms 

1. 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 

1. Preview your form to see how it appears with merge fields 
2. Note that in preview mode, merge fields will show as placeholders 
3. Test the form with a test contact record to see actual personalization 
4. Check how the form appears both for contacts with complete information and those with missing data 

Not quite what you were searching for?

• Navigate back to the Online Actions Resource Index.

How do I personalize forms with merge fields? | How does personalize forms with merge fields work in EveryAction? | Why can't I personalize forms with merge fields? | Where do I personalize forms with merge fields in EveryAction? | What is personalize forms with merge fields in EveryAction? | How to personalize forms with merge fields? | Can I personalize forms with merge fields in EveryAction?