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.

Checklist Completion Merge Fields allow you to pull in information about the status of a student's checklist, such as displaying which items are still pending completion.

These merge fields will only show checklist items that apply to the target student, based on the configured criteria and business rules for those items. Click here to learn more about checklist setup. Please note: the checklist completion merge fields will only list required checklist items, not optional or internal items.

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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.

Checklist Application

Displays all required items on the student's Admissions checklist, both complete and incomplete. Completed items are displayed in strikethrough green text with a checkmark to the left of the item.

  • Merge Field: {{contact.checklist_application}}
  • Example:

Checklist Application Incomplete

Displays only incomplete items on the student's Admissions checklist.

  • Merge Field: {{contact.checklist_application_incomplete}}
  • Example:

Checklist Enrollment

Displays all required items on the student's Enrollment checklist, both complete and incomplete. Completed items are displayed in strikethrough green text with a checkmark to the left of the item.

  • Merge Field: {{contact.checklist_enrollment}}
  • Example:

Checklist Enrollment Incomplete

Displays only incomplete items on the student's Enrollment checklist.

  • Merge Field: {{contact.checklist_enrollment_incomplete}}
  • Example:

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