Jessica Lara
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Articles
Recent activity by Jessica Lara-
Merge Fields in Calendar Invites
Overview Merge fields, also known as tokens, can be used to pull dynamic information from contacts in the Finalsite Enrollment system into your templates. To learn more about the various uses for m...
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Admin Roles and Permissions
Understanding how permissions work is essential for maintaining data security while ensuring your team has the tools they need. In Finalsite Enrollment, access is determined by a user’s account typ...
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Financial Permissions
Permissions give your admins and users access to different components of the Finalsite Enrollment system. They can be configured by any System Admin.Financial permission is commonly used in conjunc...
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Reader Permissions
Overview Permissions give your admins and users access to different components of the Finalsite Enrollment system. They can be configured by any System Admin. To learn more about how to configure A...
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Admin Portal Accounts: Creating and Configuring Admin Accounts
This article explains how to add new staff members to the Admin Portal and the different login configurations available for your school. ⚠️ Important Note: Admin Portal Accounts Page Visibility Onl...
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Form Fields & Options
Overview With your Online Forms in Finalsite Enrollment, you have many different customization options. You can collect information from students and parents, you can add custom text with formattin...
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Checklist Item Types
Checklist items are central to the Finalsite Enrollment system. Checklists drive flexible workflows that enable the collection of information, automated reminders or communications, and the ability...
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Import Templates: Creating New Contacts
OverviewWithin Finalsite Enrollment, you can use a Data Import to create brand-new contacts in your system. This article covers how to import, or “create” new contacts using our import templates. P...
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Use Custom HTML to Add Tracking Codes/Scripts to Parent Portal Thank You Pages
Oftentimes, schools want to add a tracking code/custom script to a specific thank you page or template on their Finalsite Enrollment site so that they can track their conversions. Use the Custom HT...
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Calendar & Appointment Emails
Each calendar that you create under the Scheduling tab in Finalsite Enrollment will have its own associated confirmation, reminder, and cancellation emails that can be toggled on or off from the ca...