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RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Contact, From User, and Data Fields

Insert Fields into a Message

Personalize your Message with Contact Fields, From User fields, or Data Fields.

  1. Launch the New Message Tool, and prepare your Message as usual.
  2. Place your cursor in your Message text or subject line where you want to insert a field.
  3. From the Insert menu, click Fields, then Contact Fields, From User, or Data Fields.
  4. Select the field you want to insert.
    Example of the Insert menu showing the expanded menus for Fields, then Contact Fields, then the Nickname field
  5. Send your Message as usual.

Once sent, the field you inserted in the Message displays the Recipient's information (for Contact Fields), the Sender's information (for From User Fields), or the Page-specific information (for Data Fields).

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Last updated: July 17, 2024