Overview

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

The following merge field categories can be used in Label Templates:

  • Contact: Information that’s related to or linked to the assigned contact (student).
  • School: Information related to the school such as school name, school year, website, admissions contact information, etc.
  • System: Information related to current date formats.

Since Label Templates do not have the recipient category, it cannot be used to populate parent names in labels. However, if you want to build parent name-tags, you can use any of the following options:

  • Manually type in the following merge field to display Parent 1's name: {{contact.parent1.name}}. The same format can be followed for parents 2-4, and name subfields are available to you as well (e.g. first_name).
  • Use the Merge Field Picker or type in any of the contact.salutation merge fields, e.g. {{contact.salutation_first_and_last_names}}. Note: If no parent names are found, this will pull in the default salutation as configured under Basic Setup.
  • Pull in the student's name with labels that say "Parents of {{contact.first_name}} {{contact.last_name}}".

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How-To & Best Practices

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.

To test your label template and make sure your merge fields are populating correctly, you will want to generate a set of labels. First, go to any student record, or select them from a list page. Next, click on 'Communicate' -> 'Generate Labels' and select the template you want to use. When you click 'Generate Labels' again, a PDF of the labels will be downloaded, which you can then open and view.

If a merge field is not populating data for a student, check that you have the right field name and that the student has a value set for that field on their contact record.

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