Dynamic Keywords in Emails & Text Messages

Dynamic keywords let you personalize messages automatically. Type a keyword in your message like this: {{KEYWORD}}. When the message sends, Connection Card Pro replaces the keyword with real data.

Where they work: Email subject & body, and text message body
Syntax: {{ALL_CAPS_NO_SPACES}} (use exactly as listed below)
If supported but empty: it’s replaced with blank (nothing)
If unsupported in the current context: it stays as typed (no replacement)

How to Use Keywords
Always-Available Keywords
Custom Field Keywords (People)
Custom Form Keywords (Submissions)
Event-Related Keywords
Applications & References (Form Applications)
Campaign Templates (Bulk Campaign Messages)
Donation Confirmation Templates
Sponsorship Module Templates
Behavior & Limitations
Quick Tips

How to Use Keywords

Type the keyword exactly, e.g., {{FIRST_NAME}}.
Send your email or text as usual.
Test send: You can send a test from the compose screen or “send to self.”
- Note: Some keywords need context (e.g., a specific registration or submission). In a test without that context, some values may not populate.

🧱 Always-Available Keywords

These work in any email/text:

Keyword	Replaces With
`{{FIRST_NAME}}`	Recipient’s first name
`{{LAST_NAME}}`	Recipient’s last name
`{{NAME}}`	Recipient’s full name
`{{EMAIL_ADDRESS}}`	Recipient’s email
`{{DATE}}`	Current send date (e.g., Aug 9, 2025)

Custom Field Keywords (People)

Create your own keywords that pull data from People records.

Go to People > People Settings > Custom Fields
When creating a field, enter a Dynamic Keyword (we’ll auto-format to ALL CAPS with no spaces)
When emailing/texting, {{YOUR_KEYWORD}} pulls that person’s saved value
- If the person has no value, the keyword becomes blank

These custom-field keywords only work for person data of the recipient.

Custom Form Keywords (Submissions)

You can also expose form fields as dynamic keywords.

In the Form Builder, edit a field → check Available for Dynamic Text → enter keyword
These work only when the email/text is sent in the context of that form’s submissions (e.g., “Send to everyone who submitted X form” or from the Submissions page).
- Simply emailing a list that happens to include submitters won’t attach a specific submission—keywords won’t resolve.

Event-Related Keywords

1) Event confirmations (after someone signs up)

{{REGISTRATION_ID}}

2) Automated “event link” email (for online-events)

Keyword	Replaces With
`{{FIRST_NAME}}`, `{{LAST_NAME}}`, `{{NAME}}`, `{{EMAIL_ADDRESS}}`	Recipient info
`{{EVENT_NAME}}`	Event name
`{{EVENT_DATE}}`	Event date
`{{EVENT_LOCATION_URL}}`	URL of the online location
`{{EVENT_LOCATION_LINK}}`	Linked (HTML) version of the location
`{{EVENT_LINK}}`, `{{EVENT_URL}}`	Event link/URL

📄 Applications & References (Form Applications)

These work when emailing Applicants (from the Applicants/Submissions context):

Keyword	Replaces With
`{{ADDENDUM_FORM_LINK}}`	URL to the addendum form
`{{REFERENCE_NAME}}`	A reference’s name provided by the applicant

These work when emailing References (automatic reference request emails):

Keyword	Replaces With
`{{APPLICANT_NAME}}`	The applicant’s full name
`{{REFERENCE_FORM_LINK}}`	Link for the reference to complete their form

Note: In reference emails, the general keywords {{NAME}}, {{FIRST_NAME}}, {{LAST_NAME}} refer to the reference (the recipient), while {{APPLICANT_NAME}} refers to the applicant.

Campaign Templates (Bulk Campaign Messages)

Keyword	Replaces With
`{{FIRST_NAME}}`, `{{LAST_NAME}}`, `{{NAME}}`, `{{EMAIL_ADDRESS}}`, `{{PHONE}}`	Recipient info
`{{TEAM_NAME}}`	Team name (if applicable)
`{{EVENT_ID}}`, `{{EVENT_NAME}}`	Event identifiers/names (when present)
`{{REGISTRATION_ID}}`	Registration ID (when present)
`{{FORM_ID}}`	Form ID (when present)

Donation Confirmation Templates

Keyword	Replaces With
`{{DONATION_AMOUNT}}`	Formatted amount
`{{DONATION_DATE}}`	Donation date
`{{DONATION_INFO}}`	Additional donation text/details

Sponsorship Module Templates

Use exactly as shown (module-specific casing):

Keyword	Replaces With
`{{portal_link}}`	Sponsor Portal invite link
`{{gift_name}}`	Name/label of a gift to the sponsored child
`{{gift_amount}}`	Amount of the gift
`{{letter_preview}}`	Body preview of the sponsor’s letter

⚠️ Behavior & Limitations

Case & spaces: Keywords must match exactly as documented. Use {{ALL_CAPS_NO_SPACES}} unless a module lists a specific keyword in another case (e.g., sponsorship keywords).
No URL parameters: We don’t parse query strings in keywords.
Unsupported keyword: If you use a keyword outside its supported context, it will remain as typed.
Empty values: If a supported keyword has no data for that recipient/submission, it resolves to blank (no fallback text).
Testing: Some keywords won’t populate in preview/test sends without context (e.g., event-specific or submission-specific values).
Texts: All supported keywords can be used in the body of SMS. Keep total length in mind.

Quick Tips

Prefer custom fields for person-specific data you’ll reuse across messages.
Use form-field keywords only when sending from that form’s submissions.
When in doubt, send a test to yourself and, for context-specific messages, test from the event/submission screen.

Connection Card Pro Help & Documentation