This article is designed as a glossary of mail merge markers for Thank Yous in BigSIS. To learn more about how to create Thank You Letters, please see this article for a step-by-step guide.
Mail merge markers are placeholders that pull specific data from BigSIS' records and into your Thank You Letter. For Example, the marker <<FirstName>> will populate with the donor's first name when you generate the letter.
Here's an example of a Thank You letter using mail merge markers:
Once the letter is generated, it will look like this:
Mail Merge Markers Per Type of Letter
Initial Thank You (Gifts, Pledges, Recur) - Letter Per Donation
<<Address1>> Address Line 1 (e.g. 1234 Main St.)
<<Address2>> Address Line 2 (e.g. Apt B)
TIP: Place this next to <<Address1>>. If you place it underneath, you'll get a blank spot for donors with no <<Address2>> data
<<AddressGreeting>> This is the greeting the system generates automatically that might traditionally appear after "Dear" in a letter send to an address of someone. It is generated from the first names of all guardians with active person records who are marked to receive mail at the address. If none of the residents are guardians, then the system ignores guardianship and generates this based on the remaining rules (i.e. active person record and marked to receive mail) (e.g. John and Jane)
<<AddressSalutationFirstName>> Address Salutations are generated automatically by the system and comprised of two parts (the address salutation FirstName + the address salutation LastName). Address salutations appear on mailing labels when addressing the adult living at that address. The <AddressSalutationFirstName>> should only be used with <<AddressSalutationLastName>> because if the adults in the house have different last names, that will be reflected when using the <<AddressSalutationFirstName>> mail marker (e.g. Jane Smith and John Doe would appear as Jane Smith and John. When you use it with the
<<AddressSalutationLastName>> marker, it will appear as Jane Smith and John Doe)
<<AddressSalutationLastName>> To be used with <<AddressSalutationFirstName>>, please see above (e.g. "Smith")
<<AmountOfPledgeRemaining>> Amount of unpaid pledge payments (e.g. $0.00)
<<AmountPaid>> Amount paid, not to be confused with <<DonatedAmount>>. <<DonatedAmount>> includes pledges regardless of whether or not they've been paid. <<AmountPaid>> only looks at payments and ignores pledged (or promised) amounts
<<AmountPaidLastYear>> Amount Paid but only for last year (see above)
<<AmountPaidThisYear>> Amount Paid but only for this year (see above)
<<AppealAmountRaised>> How much of the Appeal has been raised thus far which is something that is set up when creating the Appeal (e.g. $10,000)
<<AppealCode>> The code used to identify the Appeal which is something that is set up when creating the Appeal (NOTE: You will probably not be using this marker in a thank you as this code is primarily used for reporting purposes only) (e.g. UA1819)
<<AppealGoalAmount>> The Appeal Goal which is something that is set up when creating the Appeal (e.g. $10,000)
<<AppealTitle>> The title of the Appeal (e.g. Unrestricted Appeal)
<<CampaignAmountRaised>> How much of the Campaign has been raised thus far which is something that is set up when creating the Campaign (e.g. $30,000)
<<CampaignBeginDate>> Date when the Campaign began which is something that is set up when creating the Campaign (e.g. 2019-01-01)
<<CampaignCode>> The code used to identify the Campaign which is something that is set up when creating the Campaign (NOTE: You will probably not be using this marker in a thank you as this code is primarily used for reporting purposes only) (e.g. AG1819)
<<CampaignEndDate>> Date when the Campaign ends which is something that is set up when creating the Campaign (e.g. 2019-01-01)
<<CampaignGoalAmount>> The Campaign Goal which is something that is set up when creating the Campaign (e.g. $30,000)
<<CampaignTitle>> The title of the Campaign (e.g. Annual Giving 2018-2019)
<<City>> City in which the Donor lives (e.g. San Diego)
<<CountryCode>> The country in which the Donor lives (e.g. United States)
<<CurrentDay>> Current day in short format (e.g. 01/01/2019)
<<DonatedAmount>> The total amount given NOTE: When you use this marker with Letter per Donation, it will show the individual amount of each donation (one letter per donation), however, since this letter is per donor profile, it will tally all the donations in the thanked bucket and return the total amount (e.g. if there are 4 donations of $50 in the Unthanked Bucket, then this marker will reflect a Donated Amount of $200)
<<DonorProfileGreeting>> This is different from the Address Greeting. It's still calculated but it's calculated based on the people in the Donor Profile NOT the people at the address. You can view or override a calculated greeting by editing the Donor Profile. Go to Donations (in the left menu) > Donor Profiles > and Edit a Donor Profile. Click "Overrides" to update the greeting (e.g. John and Jane)
<<DonorProfileID>> This is a database ID automatically generated by the system whenever a Donor Profile is created. You will more than likely never need to use this marker
<<EmailAddress>> The default address in the Donor Profile. Go to Donations (in the left menu) > Donor Profiles > and Edit a Donor Profile. You can view or select a new default email address by editing the Donor Profile. Click "Overrides" to select a new email address. To enter a new email address, go to the person's Person Record
<<Firstname>> The first name of the default person who donated in the Donor Profile (e.g. John)
<<FundAmountRaised>> Total amount of the fund raised up until now (e.g. $30,000)
<<FundCode>> The code used to identify the Fund which is something that is set up when creating the Campaign (NOTE: You will probably not be using this marker in a thank you as this code is primarily used for reporting purposes only) (e.g. PE1819)
<<FundGoalAmount>> The Fund Goal which is something that is set up when creating the Fund (e.g. $100,000)
<<FundTitle>> The title of the fund (e.g. Playground Equipment 2018-2019)
<<GivingName>> This is similar to using <<AddressSalutationFirstName>> and <<AddressSalutationLastName>> except the system auto calculates the Giving Name based on the people in the Donor Profile rather than the people at the address (e.g. John and Jane Doe)
<<InHonorOf>> The name of the person the donation was made "in honor of" if applicable (e.g. John Doe - or whatever was entered into the "in honor of" field at the time of the donation)
<<InKind>> If the donation is an inkind donation, this will say "True," if not it will say "False." You will probably never need this in a Thank You Letter (e.g. True)
<<InKindDescription>> Whatever was entered into the Description box when entering the gift (e.g. pair of skis)
<<InKindFairMarketValue>> The fair market price of the inkind gift (e.g. $500.00)
<<InKindPerceivedValue>> The perceived value of the inkind gift (e.g. $500.00)
<<InMemoryOf>> The name of the person the donation was made "in memory of" if applicable (e.g. John Doe - or whatever was entered into the "in honor of" field at the time of the donation)
<<Lastname>> The Last name of the default person who donated in the Donor Profile (e.g. Doe)
<<LastPaymentDueDate>> The last payment due date of a pledge ($50.00)
<<metadata_YourKey>> Metadata field are custom fields you may or may not have these depending on if you're using custom data or not
<<Nickname>> Nickname of default person in the Donor Profile (e.g. Bill)
<<PersonalizedNote>> In every donation, there is a section where you can enter a personalized note to the donor. This marker will populate that personalized note (see below)
<<PhoneNumber>> Phone number of the default donor in the Donor Profile (e.g. 555- 555-5555)
<<PostalCode>> Zip code for the default address in the Donor Profile (e.g. 123 Main St.)
<<Region>> State or province on the default address in the Donor Profile (e.g. Ontario)
<<ThankYouID>> This is the thank you ID automatically generated by the database. You will most likely never have to use this on a Thank You letter
Initial Thank You (Gifts, Pledges, Recur) - Letter Per Donor Profile
<<ActualGivingName>> This is similar to using AddressSalutationFirstName and AddressSalutationLastName except the system auto calculates the Giving Name based on the people in the Donor Profile rather than the people at the address (e.g. Jane and John Doe)
<<Address1>> Address Line 1 (e.g. 1234 Main St.)
<<Address2>> Address Line 2 (e.g. Apt B)
TIP: Place this next to <<Address1>>. If you place it underneath, you'll get a blank spot for donors with no <<Address2>> data
<<AddressGreeting>> This is the greeting the system generates automatically that might traditionally appear after "Dear" in a letter send to an address of someone. It is generated from the first names of all guardians with active person records who are marked to receive mail at the address. If none of the residents are guardians, then the system ignores guardianship and generates this based on the remaining rules (i.e. active person record and marked to receive mail) (e.g. John and Jane)
<<AddressSalutationFirstName>> Address Salutations are generated automatically by the system and comprised of two parts (the address salutation FirstName + the address salutation LastName). Address salutations appear on mailing labels when addressing the adult living at that address. The <AddressSalutationFirstName>> should only be used with <<AddressSalutationLasName>> because if the adults in the house have different last names, that will be reflected when using the <<AddressSalutationFirstName>> mail marker (e.g. Jane Smith and John Doe would appear as Jane Smith and John. When you use it with the
<<AddressSalutationLastName>> marker, it will appear as Jane Smith and John Doe)
<<AddressSalutationLastName>> To be used with <<AddressSalutationFirstName>>, please see above (e.g. "Smith")
<<AmountOfPledgeRemaining>> Amount of unpaid pledge payments (e.g. $0.00)
<<AmountPaid>> Amount paid, not to be confused with <<DonatedAmount>>. <<DonatedAmount>> includes pledges regardless of whether or not they've been paid. <<AmountPaid>> only looks at payments and ignores pledged (or promised) amounts
<<City>> City in which the Donor lives (e.g. San Diego)
<<CountryCode>> The country in which the Donor lives (e.g. United States)
<<CurrentDay>> Current day in short format (e.g. 01/01/2019)
<<DonatedAmount>> The amount of the total donations in the Unthanked Bucket NOTE: this is the marker for letters per donor profile, it will show the amount of ALL donations in the Unthanked Bucket (e.g. If there are 3 donations of $500 in the Unthanked Bucket then this would return a donated amount of $1,500)
<<DonorProfileGreeting>> This is different from the Address Greeting. It's still calculated but it's calculated based on the people in the Donor Profile NOT the people at the address. You can view or override a calculated greeting by editing the Donor Profile. Go to Donations (in the left menu) > Donor Profiles > and Edit a Donor Profile. Click "Overrides" to update the greeting (e.g. John and Jane)
<<DonorProfileID>> This is a database ID automatically generated by the system whenever a Donor Profile is created. You will more than likely never need to use this marker
<<EmailAddress>> The default address in the Donor Profile. Go to Donations (in the left menu) > Donor Profiles > and Edit a Donor Profile. You can view or select a new default email address by editing the Donor Profile. Click "Overrides" to select a new email address. To enter a new email address, go to the person's Person Record
<<metadata_YourKey>> Metadata field are custom fields you may or may not have these depending on if you're using custom data or not
<<PhoneNumber>> Phone number of the default donor in the Donor Profile (e.g. 555- 555-5555)
<<PostalCode>> Zip code for the default address in the Donor Profile (e.g. 123 Main St.)
<<RecurGiftAmount>> This marker will display the amount of the recurring gift (if applicable) (e.g. Thank you for your recurring gift of $5.00)
<<Region>> State or province on the default address in the Donor Profile (e.g. Ontario)
<<ThankYouID>> This is the thank you ID automatically generated by the database. You will most likely never have to use this on a Thank You letter
Year End Thank You (Gifts, Pledges, Recur) - Letter Per Donation
<<Address1>> Address Line 1 (e.g. 1234 Main St.)
<<Address2>> Address Line 2 (e.g. Apt B)
TIP: Place this next to <<Address1>>. If you place it underneath, you'll get a blank spot for donors with no <<Address2>> data
<<AddressGreeting>> This is the greeting the system generates automatically that might traditionally appear after "Dear" in a letter send to an address of someone. It is generated from the first names of all guardians with active person records who are marked to receive mail at the address. If none of the residents are guardians, then the system ignores guardianship and generates this based on the remaining rules (i.e. active person record and marked to receive mail) (e.g. John and Jane)
<<AddressSalutationFirstName>> Address Salutations are generated automatically by the system and comprised of two parts (the address salutation Firstname + the address salutation last name). Address salutations appear on mailing labels when addressing the adult living at that address. The <AddressSalutationFirstName>> should only be used with <<AddressSalutationLasName>> because if the adults in the house have different last names, that will be reflected when using the <<AddressSalutationFirstName>> mail marker (e.g. Jane Smith and John Doe would appear as Jane Smith and John. When you use it with the
<<AddressSalutationLastName>> marker, it will appear as Jane Smith and John Doe)
<<AddressSalutationLastName>> To be used with <<AddressSalutationFirstName>>, please see above (e.g. "Smith")
<<AmountOfPledgeRemaining>> Amount of unpaid pledge payments (e.g. $0.00)
<<AmountPaid>> Amount paid, not to be confused with <<DonatedAmount>>. <<DonatedAmount>> includes pledges regardless of whether or not they've been paid. <<AmountPaid>> only looks at payments and ignores pledged (or promised) amounts
<<AmountPaidLastYear>> Amount Paid but only for last year (see above)
<<AmountPaidThisYear>> Amount Paid but only for this year (see above)
<<AppealAmountRaised>> How much of the Appeal has been raised thus far which is something that is set up when creating the Appeal (e.g. $10,000)
<<AppealCode>> The code used to identify the Appeal which is something that is set up when creating the Appeal (NOTE: You will probably not be using this marker in a thank you as this code is primarily used for reporting purposes only) (e.g. UA1819)
<<AppealGoalAmount>> The Appeal Goal which is something that is set up when creating the Appeal (e.g. $10,000)
<<AppealTitle>> The title of the Appeal (e.g. Unrestricted Appeal)
<<CampaignAmountRaised>> How much of the Campaign has been raised thus far which is something that is set up when creating the Campaign (e.g. $30,000)
<<CampaignBeginDate>> Date when the Campaign began which is something that is set up when creating the Campaign (e.g. 2019-01-01)
<<CampaignCode>> The code used to identify the Campaign which is something that is set up when creating the Campaign (NOTE: You will probably not be using this marker in a thank you as this code is primarily used for reporting purposes only) (e.g. AG1819)
<<CampaignEndDate>> Date when the Campaign ends which is something that is set up when creating the Campaign (e.g. 2019-01-01)
<<CampaignGoalAmount>> The Campaign Goal which is something that is set up when creating the Campaign (e.g. $30,000)
<<CampaignTitle>> The title of the Campaign (e.g. Annual Giving 2018-2019)
<<City>> City in which the Donor lives (e.g. San Diego)
<<CountryCode>> The country in which the Donor lives (e.g. United States)
<<CurrentDay>> Current day in short format (e.g. 01/01/2019)
<<DonatedAmount>> The total amount given NOTE: When you use this marker with Letter per Donation, it will show the individual amount of each donation (one letter per donation), however, since this letter is per donor profile, it will tally all the donations in the thanked bucket and return the total amount (e.g. if there are 4 donations of $50 in the Unthanked Bucket, then this marker will reflect a Donated Amount of $200)
<<DonorProfileGreeting>> This is different from the Address Greeting. It's still calculated but it's calculated based on the people in the Donor Profile NOT the people at the address. You can view or override a calculated greeting by editing the Donor Profile. Go to Donations (in the left menu) > Donor Profiles > and Edit a Donor Profile. Click "Overrides" to update the greeting (e.g. John and Jane)
<<DonorProfileID>> This is a database ID automatically generated by the system whenever a Donor Profile is created. You will more than likely never need to use this marker
<<EmailAddress>> The default address in the Donor Profile. Go to Donations (in the left menu) > Donor Profiles > and Edit a Donor Profile. You can view or select a new default email address by editing the Donor Profile. Click "Overrides" to select a new email address. To enter a new email address, go to the person's Person Record
<<Firstname>> The first name of the default person who donated in the Donor Profile (e.g. John)
<<FundAmountRaised>> Total amount of the fund raised up until now (e.g. $30,000)
<<FundCode>> The code used to identify the Fund which is something that is set up when creating the Campaign (NOTE: You will probably not be using this marker in a thank you as this code is primarily used for reporting purposes only) (e.g. PE1819)
<<FundGoalAmount>> The Fund Goal which is something that is set up when creating the Fund (e.g. $100,000)
<<FundTitle>> The title of the fund (e.g. Playground Equipment 2018-2019)
<<GivingName>> This is similar to using AddressSalutationFirstName and AddressSalutationLastName except the system auto calculates the Giving Name based on the people in the Donor Profile rather than the people at the address (e.g. John and Jane Doe)
<<InHonorOf>> The name of the person the donation was made "in honor of" if applicable (e.g. John Doe - or whatever was entered into the "in honor of" field at the time of the donation)
<<InKind>> If the donation is an inkind donation, this will say "True," if not it will say "False." You will probably never need this in a Thank You Letter (e.g. True)
<<InKindDescription>> Whatever was entered into the Description box when entering the gift (e.g. pair of skis)
<<InKindFairMarketValue>> The fair market price of the inkind gift (e.g. $500.00)
<<InKindPerceivedValue>> The perceived value of the inkind gift (e.g. $500.00)
<<InMemoryOf>> The name of the person the donation was made "in memory of" if applicable (e.g. John Doe - or whatever was entered into the "in honor of" field at the time of the donation)
<<Lastname>> The Last name of the default person who donated in the Donor Profile (e.g. Doe)
<<LastPaymentDueDate>> The last payment due date of a pledge ($50.00)
<<metadata_YourKey>> Metadata field are custom fields you may or may not have these depending on if you're using custom data or not
<<Nickname>> Nickname of default person in the Donor Profile (e.g. Bill)
<<PersonalizedNote>> In every donation, there is a section where you can enter a personalized note to the donor. This marker will populate that personalized note (see below)<<PhoneNumber>> Phone number of the default donor in the Donor Profile (e.g. 555- 555-5555)
<<PostalCode>> Zip code for the default address in the Donor Profile (e.g. 123 Main St.)
<<Region>> State or province on the default address in the Donor Profile (e.g. Ontario)
<<ThankYouID>> This is the thank you ID automatically generated by the database. You will most likely never have to use this on a Thank You letter
Year End Thank You (Gifts, Pledges, Recur) - Letter Per Donor Profile
<<ActualGivingName>> This is similar to using AddressSalutationFirstName and AddressSalutationLastName except the system auto calculates the Giving Name based on the people in the Donor Profile rather than the people at the address (e.g. Jane and John Doe)
<<Address1>> Address Line 1 (e.g. 1234 Main St.)
<<Address2>> Address Line 2 (e.g. Apt B)
TIP: Place this next to <<Address1>>. If you place it underneath, you'll get a blank spot for donors with no <<Address2>> data
<<AddressGreeting>> This is the greeting the system generates automatically that might traditionally appear after "Dear" in a letter send to an address of someone. It is generated from the first names of all guardians with active person records who are marked to receive mail at the address. If none of the residents are guardians, then the system ignores guardianship and generates this based on the remaining rules (i.e. active person record and marked to receive mail) (e.g. John and Jane)
<<AddressSalutationFirstName>> Address Salutations are generated automatically by the system and comprised of two parts (the address salutation FirstName + the address salutation LastName). Address salutations appear on mailing labels when addressing the adult living at that address. The <AddressSalutationFirstName>> should only be used with <<AddressSalutationLasName>> because if the adults in the house have different last names, that will be reflected when using the <<AddressSalutationFirstName>> mail marker (e.g. Jane Smith and John Doe would appear as Jane Smith and John. When you use it with the
<<AddressSalutationLastName>> marker, it will appear as Jane Smith and John Doe)
<<AddressSalutationLastName>> To be used with <<AddressSalutationFirstName>>, please see above (e.g. "Smith")
<<AmountOfPledgeRemaining>> Amount of unpaid pledge payments (e.g. $0.00)
<<AmountPaid>> Amount paid, not to be confused with <<DonatedAmount>>. <<DonatedAmount>> includes pledges regardless of whether or not they've been paid. <<AmountPaid>> only looks at payments and ignores pledged (or promised) amounts
<<City>> City in which the Donor lives (e.g. San Diego)
<<CountryCode>> The country in which the Donor lives (e.g. United States)
<<CurrentDay>> Current day in short format (e.g. 01/01/2019)
<<DonatedAmount>> The amount of the total donations in the Unthanked Bucket NOTE: this is the marker for letters per donor profile, it will show the amount of ALL donations in the Unthanked Bucket (e.g. If there are 3 donations of $500 in the Unthanked Bucket then this would return a donated amount of $1,500)
<<DonorProfileGreeting>> This is different from the Address Greeting. It's still calculated but it's calculated based on the people in the Donor Profile NOT the people at the address. You can view or override a calculated greeting by editing the Donor Profile. Go to Donations (in the left menu) > Donor Profiles > and Edit a Donor Profile. Click "Overrides" to update the greeting (e.g. John and Jane)
<<DonorProfileID>> This is a database ID automatically generated by the system whenever a Donor Profile is created. You will more than likely never need to use this marker
<<EmailAddress>> The default address in the Donor Profile. Go to Donations (in the left menu) > Donor Profiles > and Edit a Donor Profile. You can view or select a new default email address by editing the Donor Profile. Click "Overrides" to select a new email address. To enter a new email address, go to the person's Person Record
<<metadata_YourKey>> Metadata field are custom fields you may or may not have these depending on if you're using custom data or not
<<PhoneNumber>> Phone number of the default donor in the Donor Profile (e.g. 555- 555-5555)
<<PostalCode>> Zip code for the default address in the Donor Profile (e.g. 123 Main St.)
<<RecurGiftAmount>> This marker will display the amount of the recurring gift (if applicable) (e.g. Thank you for your recurring gift of $5.00)
<<Region>> State or province on the default address in the Donor Profile (e.g. Ontario)
<<ThankYouID>> This is the thank you ID automatically generated by the database. You will most likely never have to use this on a Thank You letter
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