Admissions Managers and Staff can create email and letter style templates (e.g. Decision Letter, Checklist Letter) that can be used when creating mail merges.  The templates can contain placeholders (e.g. first name, last name, username) to help personalize the letters.

To create an email or letter template:

  1. From the persona menu, select onBoard.
  2. Click on Mail Merge under Communication.
  3. Select Communication Templates.
  4. Select Admissions in the Application dropdown and click View.
  5. Click Add Letter or Add Email.
  6. Use the following options to create the template:
  • Description: Enter a name for the template (e.g. Decision Letter).
  • Master Template: Select this option if other Admissions Managers and Staff should be able to use this template when they create mail merges.
  • Inactive: Select this option if the template should no longer be used.
  • School Logo: Select this option if the school logo should display in the template.
  • School Watermark: Select this option if the school watermark should display in the template.
  • Constituent Information Placeholders: This dropdown menu contains all of the placeholders that can be included in the letter. Selecting a placeholder will automatically insert it into the body of the letter.
  • Admissions Information Placeholders: This dropdown menu contains all of the placeholders that can be included in the letter. Selecting a placeholder will automatically insert it into the body of the letter.
  • Enter the body of the letter.
    6.Click Save & Exit.   *Please Note: Tables cannot be used in the Communication Template because Crystal Reports will not render the HTML to be read.