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2.3. Generating value statements
Value statements with Merge Fields
Value statements can be generated using a RubiCRM Merge Field as part of a template.
Templates can then be selected as part of the email interaction or bulk contact process. The merge field for the value statement is ‘#ValueStatementURL#’.
Please note this will only generate a value statement link for the given company's current membership year.
Value statements in Membership sections
Users can copy the value statement URL by hovering over the Copy Link button next to the Value Statement URL field in the Membership section of a primary record and selecting the year you would like to view.
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