Platform How Tos & Tutorials  |   How To Add Personalisation To Your Donation Page

How To Add Personalisation To Your Donation Page

  1. 1
    Create a data file with all the relevant contact information you wish to personalise. For example: first name, last name, email, phone, donation ask 1, donation ask 2, donation ask 3, state they live in, personalised message etc.
Supporter Data
  1. 2
    Export your file as a CSV file and email this file to jeremy@giveeasy.org with the relevant donation page URL you want the personalised to be added to.
  2. 3
    Our team will then use your file to generate personalised donation page URLs for all your contacts and send the updated file back to you to use.
  3. 4
    As long as the personalised URLs are correctly used in your communication material (according to your communication methods instructions) when a supporter clicks on a link to donate they will be pulled through to their own personalised donation page link with their details already pre-filled in the donation form. 

How to add personalised text to your copy

  1. 1
    After you have completed steps 1 - 3 above, log in to the GiveEasy platform and navigate to My Appeals > Manage Appeals and click edit on the relevant donation page to launch the page editor.
  2. 2
    Once in the page editor hover over the relevant text block you wish to add the personalised text to. You will see a pen icon just to the right of a settings cog in the top left corner of the element. Click the pen icon.
Edit Donation Page Text
  1. 3
    Add your relevant copy and where you would like to add your personalised text add the following codes: 
  • First Name = {{{firstname}}}
  • Last Name = {{{lastname}}}
  • Email = {{{email}}}
  • Phone Number = {{{phone}}}
  • Donation Ask One = {{{amount1}}}
  • Donation Ask Two = {{{amount2}}}
  • Donation Ask Three = {{{amount3}}}
  • State they live in = {{{state}}}
  • Personalised Message = {{{personalisedmessage}}}
Personalised Text
Personalised Text

Please note, personalised text codes will only work if they were a data column listed in your contact list that you originally provided to GiveEasy in the earlier process. For example, if I provided a data file with the following columns:

  • First Name
  • Last Name
  • Email

I would only be able to use the following personalised text codes

  • First Name = {{{firstname}}}
  • Last Name = {{{lastname}}}
  • Email = {{{email}}}

I would NOT be able to use the following: 

  • Phone Number = {{{phone}}}
  • Donation Ask One = {{{amount1}}}
  • Donation Ask Two = {{{amount2}}}
  • Donation Ask Three = {{{amount3}}}
  • State they live in = {{{state}}}
  • Personalised Message = {{{personalisedmessage}}}

Adding personalised text based on progress bar

If you have set up a progress bar and you have not changed the default name from “bar” to something else you can also add the following personalised text to your copy:

  • Amount Raised = {{{bar.raised}}}
  • Percentage Of Goal Raised = {{{bar.percent}}}

If you changed the name of your progress bar to “NSW” for example your personalised text will need to change to the following to work:

  • Amount Raised = {{{NSW.raised}}}
  • Percentage Of Goal Raised = {{{NSW.percent}}}

This means that if you have multiple progress bars set up you can add these different personalised text codes within your copy. 

For example, you could show the amount raised for New South Wales vs Queensland by adding naming one progress bar “NSW” and the other “QLD” and adding the {{{NSW.raised}}} vs {{{QLD.raised}}} in your copy.

Personalised Text
Personalised Text

Adding personalised messages

As indicated earlier, you can also add custom personalised messages by adding a column in your contact data file called “Personalised Message” and adding a custom message for each contact.

For example, you may wish to add a personalised message to regular donors vs one time donors and could add a specific message to all contacts that are regular donors and an alternative message for those that are one time donors.

Then when we generate your PURLs with this column in your data file you will then have the option to add the following code to display this personalised message in your copy.

  • Personalised Message = {{{personalisedmessage}}}
Personalised Text
Personalised Text

What to do if you don’t have data for all contacts

If you do not have the data for all contacts all you need to do is add a | to your code and what you would like to display when this field does not have a value.

For example, if you don’t have someone’s first name but want to address them as “Supporter” or avoid the space on the page where the first name is meant to be, all you need to do is add {{{firstname|Supporter}}} or {{{firstname|Please}}} as the personalised text code.

That way instead of having “     can you help us raise $100,000 for families in need this winter?” you will have:

  • “John can you help us raise $100,000 for families in need this winter?” if you have the data that their first name is John or
  • “Supporter can you help us raise $100,000 for families in need this winter?” or “Please can you help us raise $100,000 for families in need this winter?” if you do not have their first name (depending on what alternative text you added)

Please note that you cannot have spaces within your personalised text code so you can only add one word alternatives. For example, if you added the following personalised text code {{{firstname|Valued Supporter}}} the system will give you an error due to the space between Valued and Supporter.

Personalised Text
Personalised Text

How to add personalised text to your copy

  1. 1
    After you have completed steps 1 - 3 above, log in to the GiveEasy platform and navigate to My Appeals > Manage Appeals and click edit on the relevant donation page to launch the page editor.
  2. 2
    Once in the page editor hover over the relevant text block you wish to add the personalised text to. You will see a pen icon just to the right of a settings cog in the top left corner of the element. Click the pen icon.
  1. 3
    Add your relevant copy and where you would like to add your personalised text add the following codes: 
  • First Name = {{{firstname}}}
  • Last Name = {{{lastname}}}
  • Email = {{{email}}}
  • Phone Number = {{{phone}}}
  • Donation Ask One = {{{amount1}}}
  • Donation Ask Two = {{{amount2}}}
  • Donation Ask Three = {{{amount3}}}
  • State they live in = {{{state}}}
  • Personalised Message = {{{personalisedmessage}}}

Please note, personalised text codes will only work if they were a data column listed in your contact list that you originally provided to GiveEasy in the earlier process. For example, if I provided a data file with the following columns:

  • First Name
  • Last Name
  • Email

I would only be able to use the following personalised text codes

  • First Name = {{{firstname}}}
  • Last Name = {{{lastname}}}
  • Email = {{{email}}}

I would NOT be able to use the following: 

  • Phone Number = {{{phone}}}
  • Donation Ask One = {{{amount1}}}
  • Donation Ask Two = {{{amount2}}}
  • Donation Ask Three = {{{amount3}}}
  • State they live in = {{{state}}}
  • Personalised Message = {{{personalisedmessage}}}

Adding personalised text based on progress bar

If you have set up a progress bar and you have not changed the default name from “bar” to something else you can also add the following personalised text to your copy:

  • Amount Raised = {{{bar.raised}}}
  • Percentage Of Goal Raised = {{{bar.percent}}}

If you changed the name of your progress bar to “NSW” for example your personalised text will need to change to the following to work:

  • Amount Raised = {{{NSW.raised}}}
  • Percentage Of Goal Raised = {{{NSW.percent}}}

This means that if you have multiple progress bars set up you can add these different personalised text codes within your copy. 

For example, you could show the amount raised for New South Wales vs Queensland by adding naming one progress bar “NSW” and the other “QLD” and adding the {{{NSW.raised}}} vs {{{QLD.raised}}} in your copy.

Adding personalised messages

As indicated earlier, you can also add custom personalised messages by adding a column in your contact data file called “Personalised Message” and adding a custom message for each contact.

For example, you may wish to add a personalised message to regular donors vs one time donors and could add a specific message to all contacts that are regular donors and an alternative message for those that are one time donors.

Then when we generate your PURLs with this column in your data file you will then have the option to add the following code to display this personalised message in your copy.

  • Personalised Message = {{{personalisedmessage}}}

What to do if you don’t have data for all contacts

If you do not have the data for all contacts all you need to do is add a | to your code and what you would like to display when this field does not have a value.

For example, if you don’t have someone’s first name but want to address them as “Supporter” or avoid the space on the page where the first name is meant to be, all you need to do is add {{{firstname|Supporter}}} or {{{firstname|Please}}} as the personalised text code.

That way instead of having “     can you help us raise $100,000 for families in need this winter?” you will have:

  • “John can you help us raise $100,000 for families in need this winter?” if you have the data that their first name is John or
  • “Supporter can you help us raise $100,000 for families in need this winter?” or “Please can you help us raise $100,000 for families in need this winter?” if you do not have their first name (depending on what alternative text you added)

Please note that you cannot have spaces within your personalised text code so you can only add one word alternatives. For example, if you added the following personalised text code {{{firstname|Valued Supporter}}} the system will give you an error due to the space between Valued and Supporter.