Schools have the option to enable Expansive Gender support that offers a flexible way to collect gender data while also supporting personalized communications.
Expansive Gender Field
When enabled, the new gender field is a composite field made of three sub-fields:
- Gender selection options: female, male, open
- Gender 'open' text value for self identity
- Preferred pronoun
This data model provides flexibility in capturing gender information while also enabling searchablity, export handling to systems that standardize data in other formats, and, importantly, personalization of communications.
Gender Options on Forms
When enabled, the gender field will have three options on the form:
- Open text 'Self Identity' field
When female or male are selected, the system automatically defaults the preferred pronoun to she / he. When a user enters in a value to the open text field, they are presented with the option of defining their preferred pronoun. Additionally, the gender option is set to 'open' automatically.
Gender Options on Contact Record
On the contact record, the gender is displayed under the student's name. If the open text option has been used, the user inputed value will be displayed along with the preferred pronoun in parentheses. For any contact records that do not yet have a student photo uploaded, the system will default to a non-binary stock image, as shown below to the left of the student name.
Gender Options and merge tokens
There are a few genderized tokens to enable personalization of communications within emails and letters.
These tokens now include support for they, them, their, and child if the value is selected as the preferred pronoun.
- If no gender is set for a contact, the pronoun tokens will default to they / them / their / child.
Gender Options in Search
Search and list pages work best with standardized or fixed data. Text searching can be problematic as users tend to input values in slightly different ways which can quickly lead to mismatches. The new gender field uses a model that the user enters a text value, we store two values, an O for "Open Value" and the text value as a sub-field within the overall composite field that is the gender field. This allows list pages to have filters based on the higher level grouping and easier searching.
Filter Options within List Pages will have all 3 options:
Search and Reports
Gender Options are available with the Contact Record Data (everything else) category.
When the gender field is displayed a column in your report, you'll see M, F, or O.
How to enable
Please contact support to enable this feature. It is a quick change but may mean small changes to forms and exports depending how your school is currently collecting gender information.
When the expanded gender option is enabled, the default profile picture will be the same for all contacts, which is neutral and not gender specific as shown below:
To learn more about this topic and how to design policies to fit your school, here are some articles and additional resources: