Overview

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

Salutation merge fields can be used to pull parent titles and names (e.g. Mr. and Mrs. Williams) into your email templates. They are useful for addressing the parent(s) in the introduction of emails sent out through SchoolAdmin.

Please note: Salutation merge fields do not work in some system emails and other parts of the SchoolAdmin system. Please reference the linked articles here for more information on specific use cases, and always test your templates before sending them out to families.

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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.


Salutations use the Recipient category of merge fields.

Salutation Parent First Names

  • Merge Field: {{contact.salutation_parent_first_names}}
  • Example: Michael and Rebecca


Salutation Preferred Names

  • Merge Field: {{recipient.salutation_preferred_names}}
  • Example: Mike and Becca

Note: If any parents do not have a value entered in the preferred_name subfield, the above salutation will pull from their first name instead.


Salutation First and Last Names

  • Merge Field: {{recipient.salutation_first_and_last_names}}
  • Example: Michael and Rebecca Williams


Salutation Preferred and Last Names

  • Merge Field: {{recipient.salutation_pref_and_last_names}}
  • Example: Mike and Becca Williams

Note: If any parents do not have a value entered in the preferred_name subfield, the above salutation will pull from their first name instead.


Salutation Title and Last Names

  • Merge Field: {{recipient.salutation_title_and_last_names}}
  • Example 1: Mr. and Mrs. Williams
  • Example 2: Dr. Williams and Mr. Williams

Note: Parents must have a value entered in the name_title subfield for the above salutation to pull correctly. Otherwise, it will just pull in first and last names. To make sure titles are entered for all parents, our Support Team can help you set up title generation.


Salutation Title First and Last Names

  • Merge Field: {{recipient.salutation_title_first_and_last_names}}
  • Example 1: Mr. and Mrs. Michael Williams
  • Example 2: Dr. Rebecca Williams and Mr. Michael Williams


There is also a handful of merge fields that will reverse the order of the parent names, so that the parent name that comes up second in the above salutations, will come up first instead. See below:


Salutation Reverse Parent First Names

  • Merge Field: {{recipient.salutation_reverse_parent_first_names}}
  • Example 1: Rebecca and Michael


Salutation Reverse Preferred Names

  • Merge Field: {{recipient.salutation_reverse_preferred_names}}
  • Example 1: Becca and Mike

Note: If any parents do not have a value entered in the preferred_name subfield, the above salutation will pull from their first name instead.


Salutation Reverse First and Last Names

  • Merge Field: {{recipient.salutation_reverse_first_and_last_names}}
  • Example 1: Rebecca and Michael Williams


Salutation Reverse Preferred and Last Names

  • Merge Field: {{recipient.salutation_reverse_pref_and_last_names}}
  • Example 1: Becca and Mike Williams

Note: If any parents do not have a value entered in the preferred_name subfield, the above salutation will pull from their first name instead.

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