Direct Form Link merge fields let you include a unique link in emails that takes a parent directly to a specific online form on their student's checklist in the Parent Portal, bypassing the need to navigate the full checklist.
💡Quick Answers
- When should I use a Direct Form Link merge field? Use them when you want to link parents directly to a specific custom form or recommendation form in an email, since those forms cannot be shared via a public link.
- How do I insert a Direct Form Link using the Merge Field Picker? In the Template Editor, select Contact in the first dropdown and Link to Form [Form Name] in the second, then click Insert.
- How do I type a Direct Form Link token manually? Use the format {{contact.link_to_form_[canonical_name]}}, for example {{contact.link_to_form_intent_to_enroll}}; find canonical names on the Fields page or in the form backend view.
- Do parents need to log in to use the linked form? Yes, after clicking the link parents are prompted to log into their Parent Portal account before being taken directly to the form.
How-To
To use these tokens in your Finalsite Enrollment emails, you will want to make sure you have the display name or canonical name of the form you would like to use. There are two ways you can insert the tokens:
Using the Merge Field Picker
Select Contact in the first box and Link to Form [Form Name] in the second box. You can type into the second box to begin searching. Once you have selected the desired Direct Form Link token, click on Insert to place it in the body of the email. Example:
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Typing Directly into the Email
If you have the canonical name of the form you want to link, you can type the merge field directly into the body of your email. All Direct Form Link tokens will take the form of: {{contact.link_to_form_[Canonical Name of Form]}}. For example, to link to this form:
You would type {{contact.link_to_form_intent_to_enroll}} into the body of your email.
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