In This Article:

    Membership Variables

    In This Article:

      There are many variables available for use in letter creation. If you want to view a full list of Membership Variables available in your database, go to Manage > Membership > Members and, in the lower right-hand corner, select the View as AQ button.

      The column headers which appear on the Advanced Query screen can be used as variables but they must be:

      • Spelled exactly as seen on the screen.
      • Surrounded by two curly brackets {{ }} in the document. 
      Category Fields in Category
      (surrounded by two curly brackets {{ }} in the Document)
      Category Description
      Member Member Number
      Member Salutation
      Primary Member's unique member number and formal salutation.
      Member List Member List Formal
      Member List Formal Without Primary
      Member List Informal
      Member List Informal Without Primary
      Member List Smart Addressee
      Member List Smart Addressee Without Primary
      Lists of names of members in a subscription, with or without the primary member.
      • Formal — Title and Last Names, or First Names if no Title is present.
      • Informal — Nicknames, or First Names if no Nickname is present.
      • Smart Addressee — Configurable format for addressing letters, for example.
      Membership Membership Category
      Membership Type
      Membership Duration
      Membership Package
      Membership Program
      Membership Promotion
      Subscription details:
      • Category — Benefit levels
      • Type — For example, Individual, Corporate, Family, etc.
      • Duration — How long the subscription lasts
      • Package —  Combinations of Categories and Types
      • Program — Completely separate membership programs, if managed separately.
      • Promotion — Discount campaigns to subscription prices; either percentages or dollars off.
      Primary Member Primary Member Address
      Primary Member Address City
      Primary Member Address Country
      Primary Member Address Line 1
      Primary Member Address Line 2
      Primary Member Address Postal Code
      Primary Member Address Postal Code Suffix
      Primary Member Address Prefix 1
      Primary Member Address State/Province
      Primary Member Constituent Number
      Primary Member Contact Name
      Primary Member Email
      Primary Member Formal Salutation
      Primary Member Informal Salutation
      Primary Member Smart Addressee
      Primary Member's address, salutations, and contact information.
      Promotion Promotion Discount
      Promotion Discount Amount
      Discounts will be either one or the other.
      Subscription Subscription Active Date
      Subscription Active Date Text
      Subscription Cost
      Subscription Donation ID
      Subscription End Date
      Subscription End Date Text
      Subscription ID
      Subscription Joined Date
      Subscription Joined Date Text
      Subscription Original Timestamp
      Subscription Start Date
      Subscription Start Date Text
      Subscription Timestamp
      Subscription Value
      Subscription start and active dates may be entirely different, depending on the configuration of the Membership. For instance, subscriptions may be retroactive to the first day of the month or quarter, or may not be active until the following month or quarter. Date format — MM/DD/YYYYDate Text format — i.e., September 3, 2018
      Subscription Contact Subscription Contact Address
      Subscription Contact Constituent Number
      Subscription Contact Email
      Subscription Contact Formal Salutation
      Subscription Contact Informal Salutation
      Subscription Contact Smart Addressee
      Subscription contact may or may not be the primary member. For instance, if the membership was a gift, the contact could be the person who ordered and purchased the membership. 
      Subscription Donor Subscription Donor Address
      Subscription Donor Constituent Number
      Subscription Donor Email
      Subscription Donor Formal Salutation
      Subscription Donor Informal Salutation
      Subscription Donor Smart Addressee
      Subscription donor may or may not be the primary member. For instance, if the membership was a gift, the donor would be the person who purchased the membership. 
      Subscription Letter Subscription Letter Address
      Subscription Letter Constituent Number
      Subscription Letter Email
      Subscription Letter Formal Salutation
      Subscription Letter Informal Salutation
      Subscription Letter Sent Date
      Subscription Letter Sent Date Text
      Subscription Letter Smart Addressee 
      Subscription letter indicates the original introduction letter to the members introducing the subscription. The Letter "contact" may or may not be the primary member. For instance, if the membership was a gift, the letter "contact" could be the person who ordered and purchased the membership.
      Subscription Referred By Subscription Referred By Address
      Subscription Referred By Constituent Number
      Subscription Referred By Email
      Subscription Referred By Formal Salutation
      Subscription Referred By Informal Salutation
      Subscription Referred By Smart Addressee
      Subscription members may be referred by a third-party. 
      Subscription Renewal Subscription Renewal Notice Address
      Subscription Renewal Notice Constituent Number
      Subscription Renewal Notice Email
      Subscription Renewal Notice Formal Salutation
      Subscription Renewal Notice Informal Salutation
      Subscription Renewal Notice Smart Addressee
      Subscription Notice Sent Date
      Subscription Notice Sent Date Text
      Subscription Renewal indicates the subscription renewal notice letter to the members. The notice "contact" may or may not be the primary member. For instance, if the membership was a gift, the notice "contact" could be the person who ordered and purchased the membership. 
      Subscription Solicitor Subscription Solicitor Address
      Subscription Solicitor Constituent Number
      Subscription Solicitor Email
      Subscription Solicitor Formal Salutation
      Subscription Solicitor Informal Salutation
      Subscription Solicitor Smart Addressee 
      Subscription Solicitor refers to constituents who are tasked with soliciting memberships and is used to track progress toward their solicitation goals. 

      Creating a letter for membership purposes is done in the same manner as any other form letter in Salsa CRM. Google Docs contains membership variables in the Insert Variables menu.

      Once created in the Word Processor, you will want to add it as a Form Letter through the Configuration screen as a Membership-type Form Letter.

      A list of the variables can also be found on our online Help by going to the main menu and selecting Help > Online Help and searching for the Membership section.

      Custom Fields
      Any custom fields you create for Membership will be available as variables. Simply type in the correct wording/spelling of the custom field name and surround it with two curly brackets {{ }}. So if you had a custom field called Magazine Recpt, the custom field variable would look like this when placed in your letter: {{Magazine Recpt}}

      Was this article helpful?
      0 out of 0 found this helpful
      Have more questions? Submit a request



      Article is closed for comments.