Merge fields can be added to certain Parent Portal Content pages to display dynamic student and school information, with different pages supporting different merge field categories.
💡Quick Answers
- Which Parent Portal Content pages accept Contact, School, and System merge fields? Thank You pages (Inquiry, Application, and Contract), the Contact Communication Area, and Dual Signature Instructions.
- Which pages accept only School and System merge fields? Check Instructions pages (Application Fee, Custom Fee, and Deposit), Custom Payment Instructions, Login Page Description, and the Portal Widget.
- Which pages do not accept merge fields at all? Application Fee Instructions and Deposit Instructions.
- How do I test merge fields on a Parent Portal Content page? Use a test student and go through the parent side of the portal; Contact merge fields will not populate in admin preview mode.
Different merge field categories can be used in different Parent Portal Content pages. The Recipient category of merge fields should not be used in the Parent Portal Content pages.
Contact, School, and System Type Merge Fields Accepted
- Thank You Pages (Inquiry, Application, and Contract)
- Contact Communication Area
- Dual Signature Instructions
School and System Type Merge Fields Accepted
- Check Instructions (Application Fee, Custom Fee, and Deposit)
- Custom Payment Instructions
- Login Page Description
- Portal Widget
No Merge Fields Accepted
- Application Fee Instructions
- Deposit Instructions
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How-To
Merge fields can be added to a template through the Merge Field Picker or by typing/copying them directly into the body of the template. Learn more in our 'How to Pull in Dynamic Information' section here. Parent Portal Content pages can be edited from 'Settings' - 'Portal' - 'Parent Portal Content' and then clicking 'Edit' to the right of the template you want to make changes to.
To test your Parent Portal page, you will need to use a test student and go through the parent side in the portal. If a merge field is not populating data for a student, check that you have the right field name and that the student has a value set for that field on their contact record.
You will also want to make sure that you are using a merge field category that is accepted on that parent portal template. Reference the bullet points above for more information.
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