Install this extension as you would any other CiviCRM extension. If you are using Drupal Webforms and your Drupal tables are in a different database than your CiviCRM tables then you will need to verify that the CiviCRM database user has permission to query tables in the Drupal database.
This extension provides additional mail merge tokens for CiviCRM for use in emails, mass emails, or PDF letters. All the tokens are under one of the following token categories: "Events", "Contribution Pages", "Forms" or "Greetings"
Main features:
A) There is one token for each active contribution page. This token will produce a hyperlink that includes the checksum for the recipient. The clickable text will be the title of the contribution page
B) There are several tokens for different time periods of upcoming events, such as 7 days, 3 weeks, and 3 months. After inserting the token into the body of the message, you can change the numeric portion of the token to whatever you prefer. This token will produce a nicely formatted HTML list of upcoming events, ie events starting after now() but before the end of the time period chosen. All event titles will be hyperlinked to the event information page. If the event allows for online registration, then there will also be a second hyperlink (including the checksum) pointing to the registration page. The text for this registration link will be the value in 'Registration Link Text' in the event configuration. The event listing will also include the event summary.
C) There is a token for each of the next X event registration pages ( i.e. future events that also have online registration enabled). The token includes the event ID which can be manually changed to any valid event ID. The hyperlink will include the checksum for the recipient.
D) There is a token for each active Petition (Petitions are part of CiviCampaign) The hyperlink will include the checksum for the recipient.
E) There is one token for each active profile that does not use any fields that would prevent it from being used as a stand-alone profile form. For example, it does not create tokens for profiles that use participant or contribution fields. This token will produce a hyperlink that includes the checksum for the recipient. The clickable text will be the title of the profile.
F) If this extension is running under Drupal and the CiviCRM-WebForm integration module is installed, then one token will be created for each published WebForm. (This logic checks if Drupal is in use before attempting to call any Drupal APIs. So this extension is safe to use with WordPress, Joomla and Stand-Alone. (Note: The only version of Drupal this has been tested with is Drupal7.)
G) There are a set of tokens under the category "Greetings" that provide convenient tokens for addressing married couples, households, and also single people. For example, Sometimes you want to use the nickname if not empty, otherwise fallback to their first name. (The greetings for couples currently only work for the English language) Greeting tokens:
'greetings.joint_casual' - 'Casual: Mike and Judy Kline (Uses nickname if available) '
'greetings.solo_casual' - 'Casual: Mike Kline (Uses nickname if available, does not show spouse) '
'greetings.joint_casual_firstname_lastname' - 'Casual first name and last name: Michael and Judith Kline'
'greetings.joint_casual_nickname_only' - 'Casual nickname only: Mike and Judy (Uses nickname if available)'
'greetings.solo_casual_nickname_only' - 'Casual nickname only: Mike(Uses nickname if available, does not show spouse)'
'greetings.joint_casual_firstname_only' - 'Casual first name only: Michael and Judith'
'greetings.joint_formal' - 'Formal: Mr. and Mrs. Kline'
'greetings.joint_formal_firstname' - 'Formal with first name: Mr. and Mrs. Michael Kline'
If any of these greeting tokens are used for an organization, then the display name is used.