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Must know
  • The merge fields on offer depend on the trigger or audience — only the relevant categories (athlete, guardian, payment, program, and so on) appear.
  • In email and SMS campaigns, membership merge fields are hidden when the Memberships feature is off. (Membership-triggered notification rules still show them.)
  • An optional line whose merge fields come back empty (for example, a “next charge” date on a final charge) is dropped automatically, so you never get a dangling label.
Merge fields — also called placeholders or merge variables — are stand-ins that fill in the right details for each recipient. You add them from a picker: click into the subject or body where you want a field, then click the field to insert it. A message built from “Hi [Guardian Name], [Athlete Name]‘s balance is [Guardian Balance]” arrives as “Hi Sarah Johnson, Emma Johnson’s balance is $150.00.” In a notification rule. On the Template step, the available merge fields appear as clickable buttons grouped by category (Athlete, Guardian, Payment, Program, Organization, Date, and more). Each button shows the field’s code, such as {{guardianName}}; hover it to see the plain-language name, a short description, and an example value. Click into the subject or body where you want a field, then click the button to insert it. The set of fields changes with the trigger you chose, so a payment rule offers balance and amount fields while a program rule offers program details. In an email or SMS campaign. On the Content step, use the placeholder picker the same way. Here each field is listed by its plain-language name (Guardian Name, Athlete Name, and so on) with its code shown alongside — click one to drop it into your subject or body. SMS campaigns offer a smaller set suited to short texts. Always use Preview before saving. It renders your message with example data so you can confirm every field resolves and the wording reads naturally. Related: How do I create a notification rule? · How do I create and send an email campaign? · How do I create and send an SMS campaign?