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.

Schools using the Enrollment module in SchoolAdmin can utilize a special set of merge fields to pull information from the student Enrollment Contract into templates. Please note: Certain merge fields will only pull information after the contract has been submitted in the system. These are specified in the How-To section below.

Information on merge fields specific to the Billing module in SchoolAdmin can be found here.

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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.

Below are some of the key contract-related merge fields available to you:

Balance Due

Displays the total tuition amount due with fees, formatted with the currency sign. Please note: This token captures the amount due at the time the contract is generated. If changes are made to the total tuition amount after generating the contract, it will need to be re-generated for this merge field to update accordingly.

  • Merge Field: {{contact.balance_due}}
  • Example: $6,600.00

Contract Amount Remaining

Displays the total tuition amount due with fees, formatted without the currency sign. Please note: This information will only populate after the contract has been submitted.

  • Merge Field: {{contact.contract_amount_remaining}}
  • Example: 6600.00

Deposit Amount Paid

Displays amount of the deposit that was paid. This information will only populate after the contract has been submitted with a deposit, OR the deposit checklist item is manually checked off. Formatted with decimal points but no currency sign.

  • Merge Field: {{contact.deposit_amount_paid}}
  • Example: 1000.00

Deposit Payment Method

  • Merge Field: {{contact.deposit_payment_method}}
  • Example: Credit Card

Signer 1 Payment Plan

Displays the canonical name of the payment plan that was selected. This information will only populate after the contract has been submitted with a payment plan selected.

  • Merge Field: {{contact.contract_signer1_payment_plan}}
  • Example: 2_payment_plan

Net Tuition

Displays the tuition amount before financial aid and scholarships, formatted with a currency sign. Please note: This token captures the tuition amount at the time the contract is generated. If changes are made to the tuition amount after generating the contract, it will need to be re-generated for this merge field to update accordingly.

  • Merge Field: {{contact.net_tuition}}
  • Example: $11,000.00

Net Tuition With Aid

Displays the tuition amount after financial aid and scholarships, formatted with a currency sign. Please note: This token captures the discounted tuition amount at the time the contract is generated. If changes are made to the tuition amount or financial aid/scholarship amounts after generating the contract, it will need to be re-generated for this merge field to update accordingly.

  • Merge Field: {{contact.net_tuition_with_aid}}
  • Example: $7,500.00

Contract Submit Date

Displays the date the contract was submitted for the student's current enrollment year. Formatted as MM/DD/YYYY or DD/MM/YYYY, depending on localization settings. This information will only populate after the contract has been submitted.

  • Merge Field: {{contact.contract_submit_date}}
  • Example: 05/05/2020

Financial Aid Amount

Displays the amount in the term-based field Financial Aid Amount (financial_aid_amount). Formatted with decimal points but no currency sign.

  • Merge Field: {{contact.financial_aid_amount}}
  • Example: 1000.00

Scholarship Amount

Displays the amount in the term-based field Scholarship Amount (scholarship_amount). Formatted with decimal points but no currency sign.

  • Merge Field: {{contact.scholarship_amount}}
  • Example: 2500.00

Any custom scholarship amounts can be pulled in using the format of {{contact.[Canonical Name of Field]}}. For example, if your scholarship field has a canonical name of academic_scholarship, you would use the merge field {{contact.academic_scholarship}}.

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