Reading & Review Merge Fields – Finalsite Enrollment

Overview

Merge fields, also known as tokens, can be used to pull dynamic information from contacts in Finalsite Enrollment into various parts of the system. To learn more about the various uses for merge fields, click here.

For those using the Online Review module in Finalsite Enrollment, the reading and review merge fields can be used to pull in information about your candidates in review, such as reader scores or comments. To learn how to create a Review Committee Read Sheet Summary using these merge fields on a letter template, click here.

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.

In the merge field picker, once you have selected the Contact category, you can find all the reading and review merge fields under the subheader of Review.

Merge field picker with Review-type merge fields highlighted

Below are some of the standard review-related merge fields:

Assigned Readers

Displays the list of readers assigned to the student, comma-separated.

Merge Field: {{contact.review_readers}}
Example: Shelly Reader, Steve Reader

Reading Progress

Displays a value of 'complete' or 'incomplete' depending on if all assigned readers have completed their review of the student or not.

Merge Field: {{contact.review_reading_status}}
Example: incomplete

Reader Comments

Displays the comments that each reader has written for each of the checklist items in review.

Merge Field: {{contact.review_comments}}
Example:

Example of reader comments merge field used in a template

Review Overall Percent

Displays the combined review percentage score for the student. To get this percentage, the system converts each reader score to a percentage based on the scale for that criteria and then averages those percentages together.

Merge Field: {{contact.review_overall_score}}
Example: 87.5%

Rating Criteria

There are also some additional merge fields to pull the individual scores based on the Rating Criteria that your school has configured.

The specific merge fields will depend on the names given to your rating categories, but they will all follow the basic format of {{contact.review_[Review Category Name]_score}}. For example, if you have a rating category for Social Fit, the merge field to pull its score will be {{contact.review_social_fit_score}}.

You will also be able to locate the review score merge fields in the merge field picker. The format will always be "Review Score for [Review Category Name]". Example:

Merge field picker with review score merge field highlighted

These scores will output as a number formatted with two decimal points (e.g. 4.50).