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Using merge fields in emails and SMS messages

You can use merge fields to personalise a group email. For example, if you are sending a group email to parents whose students have unexplained absences, the email appears as addressed to each parent individually, and refers to their son or daughter by name.

Note: Merge fields can only be used when Enable Field Merging is selected.

Send Email(s) (merge field example)

Merge fields can refer to the student or to the student's parent or guardian. Merge fields with a '+' at the end refer to the student's parent or guardian. You can select whether the merge field refers to the student or parent by:

For example {Preferred} displays the student's preferred name, whereas {Preferred+} displays the parent's preferred name.

Note: The Send to Parents field does not affect which recipients the merge fields relate to.

Adding a merge field to an email or SMS

To add a merge field to an email or SMS:

  1. Place the cursor in the position you want the merge field to appear.
  2. Select the merge field you want to display.
  3. Select if the merge field should refer to the Student or the student's Parent or guardian.
  4. Click Paste button.

Note: You can also type merge fields directly into the email. Make sure the spelling and capitalisation is exactly as the merge field appears in the list.

The merge field is added to the email or SMS.

Last modified: 23/09/2014 3:19:52 PM

See Also

Using the Send Email(s) window

Email Authentication window

Maintaining email signatures

Maintaining email templates

Attaching files to emails

Sending emails from a grid

Sending an email on behalf of another staff member

© 2015 Synergetic Management Systems. Published 6 May 2015.

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