The fields you pull will be different depending on whether or not you are acknowledging the pledge or a pledge payment. 

If you are acknowledging a pledge: 
  1. To add an additional field to your letter, within your Acknowledgement letter, scroll down to "Select recipient information to use to personalize your letter." Beside "Acknowledgement merge fields," click Edit. 
  2. An export definition will pop. 
  3. In the Selected Fields area, highlight the Revenue node. Note: This step is to ensure duplicate nodes are not added to your export definition. These can cause errors when processing acknowledgement letters.
  4. From the left column, expand Revenue Marketing, then expand Revenue. 
  5. To add pledge balance, move Pledge grant/award balance to Selected Fields. 
  6. To add information about the next pledge installment, in the left column, beneath Revenue, then highlight Pledge Installments. From the middle column, drag Amount and/or Date to Selected fields. An Export Criteria window will pop. Since pledges have multiple installments, you can use this export criteria screen to specify what installment you want to export information about.
    1. Under Number to export, add the number of installments you'd like to export.
    2. Under Sort, specify what order you'd like this information exported in.
    3. Under Filter, you can choose to only output selected pledge installments if desired. In this example, we're exporting information about the next installment due. We are only outputting 1 pledge installment, sorting by installment Date (ascending for the oldest date), and filtering on only Pledge Installments that have a balance: User-added image
  7. Once these fields are added, we recommend renaming these in your export definition. You can highlight the field under Selected Fields and click the pencil icon to rename. This will help you to see these are fields for pledges. 
If you are acknowledging a pledge payment:
  1. To add an additional field to your letter, within your Acknowledgement letter, scroll down to "Select recipient information to use to personalize your letter." Beside "Acknowledgement merge fields," click Edit. 
  2. An export definition will pop. 
  3. In the Selected Fields area, highlight the Revenue node. Note: This step is to ensure duplicate nodes are not added to your export definition. These can cause errors when processing acknowledgement letters.
  4. From the left column, expand Revenue Marketing, expand Revenue, expand Application Details, then highlight Pledges. This node will contain all of the details about the pledge that the payment is applied to. Highlight Pledge Details. To add Pledge Balance, drag Pledge grant/award balance to Selected fields. An export criteria window will pop. Since we want to export details about the payment's pledge application, in this window keep the number to export as 1 and under Filter, choose Selected application details. Drag Application to Include records where and set this to be equal to Pledge. Click OK.User-added image
  5. If you'd like to add details about the next installment amount, from the left expand Pledge Details, and highlight Pledge Installments. Follow the instructions under Step 6 above to add information about the next installment amount and due date. 
  6. If you'd like to add details about previous pledge payments, beneath Pledge Details, highlight Pledge Payments. To add Payment Amount, drag Amount from the middle column to Selected Fields. Under Number to Export, specify how many pledge payments you'd like to export and click OK. To output Pledge Date, expand Payments, then highlight Revenue Details. From the middle column, drag Date to Selected fields to see the date of the other pledge payments on that pledge. 
  7. Once these fields are added, we recommend renaming these in your export definition. You can highlight the field under Selected Fields and click the pencil icon to rename. This will help you to see these are fields for details about the pledge when acknowledging pledge payments.