Insert Merge Codes

When you create a letter, you can use Insert Merge Codes to include school manager information and guardian email addresses in the letter.

1.  Go to Community > Letters.

2.  Click Create Letter. A Create Letter prompt appears.

3.  Select a letter type:

    Application (communicate eligibility information)

    Verification (communicate verification information)

    POS/DC (communicate account balances, POS-related, and Direct Certification (DC) information)

4.  Enter information in the following fields:

    Name: Enter a name for the letter.

    Description: Enter a description for the letter.

    Language: Select the language that should be applied to the letter.

5.  Type the letter content into the text field. If the content is in another source, you can copy [Ctrl] + [C] and paste [Ctrl] + [P] that text into this field.

6.  Insert a merge code by placing the cursor where you want the field and select the field from the Insert Merge Code list. (A list of available merge codes is provided below.)

7.  Format the letter using options from the toolbar.

8.  Click Save.

The following merge codes are available in the Insert Merge Code drop-down list:

 

[APPLICATION NUMBER]

[SIGNER NAME]

[CITY]

[STATE]

[DATE PLUS 10 DAYS]

[STREET ADDRESS]

[DATE]

[STUDENT FIRSTNAME]

[ELIGIBILITY DENIED REASON]

[STUDENT ID:ELIGIBILITY:EXPIRATION DATE]

[ELIGIBILITY]

[STUDENT ID]

[EXPIRATION DATE]

[STUDENT LASTNAME]

[GRADE]

[STUDENT NAME VERTICAL]

[HOMEROOM]

[STUDENT NAME:ELIGIBILITY:EXPIRATION DATE]

[MANAGER EMAIL]

[STUDENT NAME:ELIGIBILITY:VERTICAL]

[MANAGER NAME]

[STUDENT NAME:ELIGIBILITY]

[MANAGER PHONE NUMBER]

[STUDENT NAME:HOMEROOM:GRADE]

[PENDING ELIGIBILITY]

[STUDENT NAME:PENDING ELIGIBILITY:VERTICAL]

[PREVIOUS ELIGIBILITY]

[STUDENT NAME:STUDENT ID:SCHOOL NAME]

[PROCESS DATE]

[STUDENT NAME]

[SCHOOL DISTRICT]

[WAIVED CONFIDENTIAL]

[SCHOOL ID]

[ZIP CODE]

[SCHOOL NAME]