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.
|
| Membership | Membership Category Membership Type Membership Duration Membership Package Membership Program Membership Promotion |
Subscription details:
|
| 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}}