The fields you pull will be different depending on whether you are acknowledging the recurring gift promise or a recurring gift payment. 

If you are acknowledging a recurring gift promise: 
  1. In your acknowledgement letter, under "Select recipient information to use to personalize your letter", next to "Merge fields: Acknowledgement merge fields", click Edit.
  2. An export definition window will open. In the right column (Selected Fields), 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.
  3. From the left column, expand Revenue Marketing, then highlight Revenue. 
  4. To add the recurring gift installment frequency, from the middle column move Installment frequency to the right column (Selected Fields.) 
  5. Add additional fields from this node, as needed.
  6. Here are some examples of recurring gift fields that you may use in a recurring gift promise acknowledgement. Once these fields are added, we recommend renaming these in your export definition. You can highlight the field in the right column (Selected Fields) and click the pencil icon to rename. This will help you to see these are fields for details about the recurring gift promise when acknowledging recurring gift payments. 
Information NeededField to use
Recurring Gift AmountRevenue Marketing\Revenue\Amount
Recurring Gift DateRevenue Marketing\Revenue\Date
Recurring Gift Installment FrequencyRevenue Marketing\Revenue\Installment Frequency
Recurring Gift Payment MethodRevenue Marketing\Revenue\Payment method
Recurring Gift Next Transaction DateRevenue Marketing\Revenue\Recurring gift next transaction date
Recurring Gift Credit Card TypeRevenue Marketing\Revenue\Credit Type
Recurring Gift Credit Card Name on CardRevenue Marketing\Revenue\Name on card
Recurring Gift Credit Card Expiration DateRevenue Marketing\Revenue\Credit card expires on
Recurring Gift Credit Card Card Number (Last 4 digits)Revenue Marketing\Revenue\Card number

If you are acknowledging a recurring gift payment:
  1. In your acknowledgement letter, under "Select recipient information to use to personalize your letter", next to "Merge fields: Acknowledgement merge fields", click Edit.
  2. An export definition window will open. In the right column (Selected Fields), 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.
  3. From the left column, expand Revenue Marketing, expand Revenue, expand Application Details, expand Recurring Gifts, then highlight Recurring Gift Details. This node will contain all of the details about the recurring gift that the payment is applied to. To add the Installment frequency of the recurring gift, drag Installment frequency to the right column (Selected fields.) An export criteria window will open. Because we want to export details about the payment's recurring gift application, in this window keep the Number to export as 1 and under Filter, choose Selected application details. Drag Application to the right column (Include records where) and set this to be equal to Recurring Gift. Click OK.
    User-added image
  4. Add additional fields from this node, as needed.
  5. Here are some examples of recurring gift fields that you may use in a recurring gift payment acknowledgement. Once these fields are added, we recommend renaming these in your export definition. You can highlight the field in the right column (Selected Fields) and click the pencil icon to rename. This will help you to see these are fields for details about the recurring gift promise when acknowledging recurring gift payments. 
Information NeededField to use
Recurring Gift AmountRevenue Marketing\Revenue\Application Details\Recurring Gifts\Recurring Gift Details\Amount
Recurring Gift DateRevenue Marketing\Revenue\Application Details\Recurring Gifts\Recurring Gift Details\Date
Recurring Gift Installment FrequencyRevenue Marketing\Revenue\Application Details\Recurring Gifts\Recurring Gift Details\Installment Frequency
Recurring Gift Payment MethodRevenue Marketing\Revenue\Application Details\Recurring Gifts\Recurring Gift Details\Payment method
Recurring Gift Next Transaction DateRevenue Marketing\Revenue\Application Details\Recurring Gifts\Recurring Gift Details\Recurring gift next transaction date
Recurring Gift Credit Card TypeRevenue Marketing\Revenue\Application Details\Recurring Gifts\Recurring Gift Details\Credit Type
Recurring Gift Credit Card Name on CardRevenue Marketing\Revenue\Application Details\Recurring Gifts\Recurring Gift Details\Name on card
Recurring Gift Credit Card Expiration DateRevenue Marketing\Revenue\Application Details\Recurring Gifts\Recurring Gift Details\Credit card expires on
Recurring Gift Credit Card Card Number (Last 4 digits)Revenue Marketing\Revenue\Application Details\Recurring Gifts\Recurring Gift Details\Card number

After these fields are added to your Acknowledgment merge fields, you can insert these fields into your letters and run your acknowledgements. For more information on the acknowledgement process, please see our related solution: How to run Acknowledgment letters (includes video demo)