Custom fields can be created and added to some templates, allowing for custom data to automatically populate when your templates are generated. Custom fields are supported in these template types:
- Fund Statement
- Grant Letter
- Opportunity Letter
- Scholarship Letter
- Tax Receipt
This article details the steps to add an existing custom field to a template.
Define Merge Field
Once the field has been created, it can be used in a template. Donation, fund, grant, scholarship, and profile custom fields are available in templates.
Many things factor into how a custom field merge field is formatted and how it should be placed in a template. Template Fields List provides a helpful way to determine the proper merge field structure.
- Create your custom field with the import code.
- Navigate to the System Data page and click Templates on the left-side menu.
- Click Template Fields List on the left-side menu.
- Select your template type. Input an ID that you know has the custom field populated.
- Located the custom field merge field in the list. It displays in this list with proper formatting.
Placement in Template
The Template Fields List also defines how the template should be placed in your template.
Example 1
In this Grant Letter Template Fields List, you can see fund and grant custom fields.
The grant custom field color, which has an import code of gt_color, could be embedded in the template. Look at the bolded text in the example template below. Notice that the foreach fields that surrounded the custom field in the Template Fields List have been included.
Example 2
Fund and grant custom fields are also available in the advanced grant letter.
The placement of the grant custom field color will be different in this template. Look at the bolded text in the example template below.
Notice that the foreach fields that surrounded the custom field in the Template Fields List have been included like they were above, but it is also within the opening {{foreach_check}} and the table {{#foreach grant}}.
You can also use this guide to determine the merge field and placement of custom fields in templates. In each example, "import code" refers to the import code set in your custom field.
Tax Receipt
- Custom field on donor profile: {{cf_profile.import code}}
- This is for the donor, not the donation advisor.
- Custom field on fund receiving donation: {{cf_fund.import code}}
- Custom field on donation: {{cf_donation.import code}}
Grant Letter and Scholarship Letters
Fields are the same for basic and advanced grant and scholarship letters. Fields are always placed inside the foreach grant.
- Custom field on grantee profile: {{#foreach cf_grantee}}{{import code}}{{/foreach cf_grantee}}
- Custom field on sponsored org profile: {{#foreach cf_student}}{{import code}}{{/foreach cf_student}} (Student profile) · {{#foreach cf_sponsored}}{{import code}}{{/foreach cf_sponsored}}
- Custom field on grant advisor profile: {{#foreach cf_advisor}}{{import code}}{{/foreach cf_advisor}}
- Custom field on grant beneficiary profile: {{#foreach cf_contact}}{{import code}}{{/foreach cf_contact}}
- Custom field on scholarship profile: {{#foreach cf_scholarship}}{{import code}}{{/foreach cf_scholarship}}
- Custom field on granting fund: {{#foreach cf_fund}}{{import code}}{{/foreach cf_fund}}
- Custom field on grant: {{#foreach cf_grant}}{{import code}}{{/foreach cf_grant}}
Fund Statement
- Custom field on fund statement is for: {{cf_fund.import code}}
- Custom field on profile of fund advisor receiving statement: {{fund_advisor.cf_fund_advisor.import code}}
- Custom field on donations that are in the fund statement: {{#foreach cf_donations}}{{import code}}{{/foreach cf_donations}}
- Place inside foreach donation section.
- Custom field on grants that are in the fund statement: {{#foreach cf_grants}}{{import code}}{{/foreach cf_grants}}
- Place inside foreach grants section.
- Custom field on vouchers that are in the fund statement: {{#foreach cf_vouchers}}{{import code}}{{/foreach cf_vouchers}}
- Place inside foreach vouchers section.
Opportunity Letter
- Custom field on opportunity: {{cf_opportunity.import_code}}
- Custom field on profile that opportunity is assigned: {{cf_profile.import code}}
- Custom field on donation linked to opportunity: {{cf_donation.import_code}}
- Place inside foreach donation section.