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Expanded Gender Options

Josh Fulton
  • Updated

Overview

The expanded gender options within Finalsite Enrollment offer a flexible way to collect gender data, while also supporting personalized communications.

In this article, you can learn more about how the expanded gender options will work in your site.

Who has access to this page?

Types: System Admin and Admins
Permissions: Data

In this article

Navigation (Where the options are located)

You can access the Gender/Pronoun options within your site under Settings > Fields & Data > Gender Field Configuration.

All System Admins and Admins with Data permission enabled can access this page.

Gender and Pronoun Options

The gender configuration page at a glnace.

The Gender Field Configuration page allows you to enable or disable options for Gender and Pronouns that display on forms and records.

For any changes you make on this page to take effect, you must select Submit at the bottom of the page to save your update.

Here's a breakdown of each section and what the options mean:

Gender Options

Select which Gender options you wish to display within forms and records. If enabled, the option will display. If you leave an option unselected, it will not display as a choice in forms and within the record.

Current options include: Female, Male, Non-binary, Prefer Not To Answer, and Self-Identify

Pronoun Options

  • Show Pronoun Selection: This shows the pronoun field as part of the gender field wherever it's listed on forms and within the student record.
  • Require Pronoun Selection: This makes the selection of a pronoun option required on forms.

Pronoun Options can not be altered. Existing options include: she/her, he/him, they/them, and Prefer Not To Answer.

Display Pronouns

When enabled, this displays the pronoun in the header of the contact record.

Gender and Pronoun Options on Forms

Here is an example of what gender and pronoun options could look like on a form.

 

Gender Options on a form

Additional notes:

  • This will vary based on the selections you make within the Gender Field Configuration page. 
  • If a student selects Self-Identify for Gender, the text box will allow them to type in their gender.

Gender and Pronoun Options on Contact Records

On the contact record, the gender is displayed under the student's name.  If enabled, the Pronoun selection will also display. 

Student gender and pronoun displayed on the record next to their photo.

Editing

You can edit the Gender or Pronoun on a record by selecting the edit fields button on the Personal tab of a record.

GIF of editing a student's pronoun under the Personal tab of their record.

Gender options in Letters/Emails (Merge Tokens)

There are a few gender-based merge fields/tokens to enable personalized communication (in your emails, letters, etc.). These tokens include support for expanded gender options.

The available gender-based pronoun tokens are:

  • {{contact.he_she}} - Pulls in he, she, or they depending on the gender/pronoun selected for the student.

  • {{contact.his_her}} - Pulls in his, her, or their depending on the gender/pronoun selected for the student.

  • {{contact.him_her}} - Pulls in him, her, or them depending on the gender/pronoun selected for the student.

  • {{contact.son_daughter}} - Pulls in son, daughter, or child depending on the gender/pronoun selected for the student.

Note: By default, these will output in all lowercase (e.g. she). However, if you want to capitalize the first letter (e.g. She), you can use the capitalize filter. To do so, just place a vertical bar/pipe character ( | ) and the word capitalize after the field name but before the closing brackets. For example:

#{{contact.he_she | capitalize}}

Please note: If no gender is set for a contact, the pronoun tokens will default to they, them, their, and child as well.

Search & Reports

You can use Gender or Pronouns to narrow the results of a search.

  • In order to add either as criteria, select the Contact Record Everything Else option and then search for the field (Gender or Preferred Pronoun).
  • Use the select option(s) box to pull in the Gender or Pronoun you are searching off of.

Example of how to search based on gender or pronoun.

You can also pull a student's Gender into a search as a column or use it to group data when adjusting the results display. You will find the Gender field nested under the Personal Information grouping.

Quick Tip:

You'll see the following 2 field options: Gender and Gender (full text). 

  • Gender will display a one-letter abbreviation of the students selected Gender.
    • Female = F, Male = M, Non-binary = N, Self-Identify = O, Prefer Not To Answer = P
  • Gender (full text) will display the whole word.

Location of the gender field within the Change Display/Columns search pop-up.

Filter Options

If you have Gender added as a  custom filter option, you can filter based on the Gender selections you've enabled. If you do not have this enabled and would like to add it, please contact our support team.

Example of Gender within a list page fileter options menu.

Related Articles & Additional Resources

To learn more about this topic and how to design policies to fit your school, here are some additional resources from outside of Finalsite Enrollment:

Related articles

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