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Must know
  • Subject or body. Where a message has a subject, switch Insert placeholder into to Subject before you click a field. It starts on Body.
  • No picker in rule SMS boxes. SMS boxes in notification rules are plain text, so type the field yourself, such as {{guardianName}}.
  • Empty fields. Only notification rules drop a line whose optional field is empty, and only for a short list of fields. Campaigns leave an empty field blank.
  • Two fields. Guardian Balance is what the family owes your club on open invoices. Current Date and Current Year use your club’s time zone.
Merge fields (called placeholders on screen) fill in each recipient’s details. “Hi [Guardian Name], [Athlete Name]‘s balance is [Guardian Balance]” arrives as “Hi Sarah Johnson, Emma Johnson’s balance is $150.00.” Where to find it. Rules and campaigns share one picker, on the Content step (Compose in an SMS campaign).
1

Choose where the field goes

If you see Insert placeholder into, pick Subject or Body. Clicking inside the subject does not change it. SMS campaigns have no subject.
2

Find the field

Type in Search placeholders… (it matches name, code and description) or open a tab: Recent (your last 6 fields this browser session), Recipient, Program, Organization or Custom (payment, date, membership and the rest). Hover a field for its meaning and an example.
3

Click the field

It appears as a labelled label instead of raw code.
Subject shortcuts. In an email campaign, labels under Subject Line insert Guardian Name, Athlete First Name, Organization Name, Program Name, Membership Name or Current Date, limited to what your audience allows. Which fields you get. In a rule, the trigger decides: organization and date always show, payment triggers add payment fields, and membership triggers add membership fields even if Memberships is off. In a campaign, the audience decides:
  • Everyone or Staff: organization and date fields only.
  • Programs only: athlete, guardian, program, organization and date.
  • Memberships only: athlete, guardian, membership, organization and date.
  • Anything else, or two or more audiences: athlete, guardian, organization and date.
Campaign membership fields need Memberships on, and Athlete Level needs Training. Empty fields in rules. Rule wording is plain text (lists and links, no bold or italic). A line drops out when every field on it is empty and one is optional, such as a next charge date on a final charge. Other empty fields show blank beside their label. Built-in emails. On System Rules, automatic emails such as Invoice issued and Payment failed open their own editor with the same picker, and bold and italic are allowed there. One that delivers a code or link cannot be saved without that field. Other built-in rules, such as Payment Reminder, use the rule editor above. Checking your message. A rule has a Preview button on Content, disabled until the body has text. A mistyped code shows in square brackets, such as [guardnName], nothing blocks saving, and an unknown or empty field goes out blank. Campaigns have no Preview button: the preview appears on the Send step, with example recipient details and your club’s real name, contact details and date. 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? · How do I edit or turn off a built-in notification?