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How to Mail Merge

Updated over 2 weeks ago

Step 1

Navigate to the Announcements page (Content > Emails) and click “Add New Email”.

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Step 2

Give your announcement a name and insert the subject, scheduled date & time, and the communities you would like to send this announcement to.

Once completed, click “Next, Design Email”.

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Step 3

On the edit page, click on “Switch to Advanced Designer”.

From here you can insert any content blocks you would like to include.

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Step 4

In the Advanced Designer, click on the “Text” content block.

You will notice that there is a new {x} icon, click on the {x} icon to insert a mail merge field.

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A “Mail Merge” pop up window will appear - select the mail merge field you would like to use (selection will turn pink) and input a default value (this is the alternative value we will use if a user doesn’t have that mail merge field in their profile).

Click ”Save”.

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Step 5

From here, insert the rest of the body text that you would like to include in your announcement.

Click “Create Block”.

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Step 6

Review the rest of your announcement and add any content blocks you’d like to include!

Click “Next, Review Alert”.

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Step 7

Review your announcement and make sure it appears as expected.

Click ”Schedule!”

You’re all done - you’ve used Mail Merge in an announcement!

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Step 8

Here is an example of how the email announcement should look to parents:

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