Settings

How to Format Merge Fields in Templates:

1. Download the word document template for the touchpoint you want to change:
   • Go to Marketing > Templates
   • Select touchpoint type for the template you want and then click on the Refresh Grid button
     
   • Double-click on the template (Thank You Email for this example)
     
   • Click on the Download Template button in the top right corner
     
2. Open the Template Word Document you just downloaded (in the Downloads folder)
   
3. View the contents of that document
   
4. Hit Alt F9 – this will show the merge field formatting commands
   
5. Now you can replace the \ * MERGEFORMAT with applicable formatting depending on the type of field and look you want:
   • Time
     • \@ “h:mm am/pm”
   • Long Date
     • \@ “MMM d, yyyy”
     • \@ “MM/dd/yy”
     • \@ “ddd, MMM d, yyyy”
   • Currency
     • \# “,0.00”
   • Decimals (For this example)
     • \@ “0.00”
   • Phone Number
     • \# “000′.’000′.’0000”
6. It should look like the text below when you are done:
   
7. Save the document
8. Upload the document into My Fundraising Place
   • Go to Marketing > Templates
   • Select touchpoint type for the template you want and then click on the Refresh Grid button
     
   • Double-click on the template (Thank You Email for this example)
     
   • Click on Select Files
     
     
   • Navigate to the word document you want to upload into My Fundraising Place and click Open
     
     
   • Click on the Save & Close button
     
9. Test the new touchpoint template you just uploaded
   • Go to Sales > Fundraisers > Touch Points Tab
   • Click on the Preview button for the appropriate template
     
   • This will create a test touchpoint Word document in the bottom left corner. It will be in the Downloads folder also.
     
   • Click on that document to view if your changes worked. If not, please modify current document and go through this process again