Contact Role Merge Fields

Learn how to add contact role manual merge fields to GivingData document templates.

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5 Steps

Follow steps 1-3 from the "Inserting a manual merge field" section above.

The merge field format for inserting contact fields based on contact role is {Entity}.Contact_{Role}_{Field}. The {Entity} will either be organization for mapping in an organization role, or request for mapping in a request role.

Please note that if there are multiple contacts with the same role (i.e. a request has two contacts with the request role of Payment Contact), the merge field will only map in one of the contacts.

$The merge field format for inserting contact fields based on contact role is {Entity}.Contact_{Role}_{Field}. The {Entity} will either be organization for mapping in an organization role, or request for mapping in a request role.$

If you'd like to add merge fields for the Request Primary Contact, the role name can be omitted.

Add the merge field to the text box and click OK.

The merge field will now appear in the document.

Well done!

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