Merge Fields / Tokens

Overview

A merge field incorporates data from a contact into emails, letters, labels, forms, parent portal, and contact record. In this way, you can create dynamic, personalized information.

Merge fields have category types that define how and where the information is generated from the system:

• Contact: Information that’s related to or linked to the assigned contact (student).

• Recipient: Information that’s related to the person receiving the email. This is most often the parent, but may also be consultants.

• School: Information related to the school such as school name, school year, website, admissions contact information, etc.

• System: Information related to current date formats.

• Appointment: Information related to calendar appointments such as date, time, and contact details.

• Calendar: This category is for the calendar name field used in templates created from calendar settings.

• Recommend: Information related to online teacher recommendations, available in teacher recommendation templates only.

Explore the linked articles below for specific use cases and examples.

You can also download a quick reference sheet here.

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How to Use Merge Fields / Tokens

• Merge Fields in Email

• Merge Fields in Letters

• Merge Fields in Labels

• Merge Fields in Calendar Invites

• Merge Fields on Forms

• Merge Fields on Parent Portal Content

• Display Custom Information on the Contact Record Summary View

• Using Merge Fields to Create Review Committee Read Sheet

• Parent Authentication Codes

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Exploring the Different Kinds of Merge Fields / Tokens

• Data from Student Record as Merge Fields

• Parent Salutations Merge Fields

• Student Checklist Merge Fields

• Direct Link to Forms Merge Fields

• School Information Merge Fields

• Date Merge Fields

• Current & Entry Age Merge Field Tokens

• Reading and Review Merge Fields

• Authentication Merge Fields

• Contract Merge Fields

• Billing Merge Fields