Contact, From User, and Data Fields
- You can include Contact Fields in your Message. With these merge fields, you can personalize a Message. For example, using the [Nickname] field automatically adds the individual's nickname to their Message.
- The From User drop-down list is similar to the Contact Fields drop-down list, but it merges fields related to the Sender rather than Recipient. The Sender is the current authenticated User or the selected User for whom they delegate.
- Use Data Fields to add Page-specific data to your Message. Data Fields are available on every Page except Contacts, so the Message sends through the selected records rather than directly to Contacts. The options in the Data Fields drop-down list depend on the Default Field List of the All Records view of the page you started on. If needed, a SPoC can add any additional fields you want to use.
Initial Setup
In the Domain record, configure the list of fields for Contact Merge Fields and From User Merge Fields. They don't have to be from the Contacts record, but you may use a string generated by the Advanced Search Tool from the Contacts page.
Take care when you edit these fields. You may want to edit in HTML view to avoid adding extraneous characters to the list.
If needed, a SPoC can contact Support for assistance. Your church might also engage Professional Services to edit these fields for you.