Merge Fields within FF's
I think it would be useful if we could include merge fields into form fields.
Here are two examples that I can think of off the bat:
#1. A LOT of clients like to use years within their questions. It would be nice if this could be a merge field so that the client would not have to update the "year" every year.
#2. A few schools would like to include the Donors name within their Post-Acceptance questions; however, this then requires them to create a custom question for each opportunity. If we had a merge field that could included the donors name we might be able to minimize the work load for our admins!
Thank you for your time!
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Guest
- Mar 18 2016
- Reviewed: Voting Open
| Employee Name | Monika Spreitzer |
| Client Name "shard name" | utah, abtech, creighton |
| User | Opportunity Admin, System Admin |
| Functional Unit | Questions |
Related Enhancements
Some schools like to use the post acceptance email as the award notification (skip the accept/decline process) and would like to have a merge field in the PA request email for the Offer Details tab.
For those opps that don't require PA, they could still use the PA request email and recipients can click on the offer details that would not have the accept and decline buttons.
calstatefoundation is an example.
Manhattan College also recently went the route of creating/customizing tons of post-acceptance questions to share Donor Name.
University of Central Florida, Carey Morales, has the same request as #2.
Yes to the donor info in post-acceptance! Creighton, A-B Tech have both asked about this recently. They are both currently customizing Post Acceptance on each opportunity.