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Use the merge fields in email templates

I am trying very hard to outsmart the system. I am trying to use some of the non-standard merge fields that I generated out of one of our processes in an email template. I got it to work in one, but am having trouble with the second...If I can get it to work, I'll be able to pull data from the installments and one of my follow up forms into an automatic email for our Admin Assistant, so she can then generate a payment request in PeopleSoft. I did notice in the email template that I got to work, that part of the issue is the way the merge fields are formatted in the merge field doc versus the way they are formatted for the email template merge fields. If anyone has any tips for this work-around, please let me know...

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Julie Wright shared this idea  ·   ·  Report…  ·  Admin →
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  • Yani Ortiz commented  ·   ·  Report

    I'd like to suggest adding a merge field in the email templates that pulls in the email address of the student's parent or guidance counselor.

  • Conner Peckham commented  ·   ·  Report

    Please allow for more merge fields in emails, or offer a way that we can manually do it with code. It would be so much more efficient to be able to pull in simple fields related to an upcoming installment or be able to add their assigned program officer's name and email.

    Right now the email feature is so heavily dependent on the administrator(s) to hunt and peck for information after an email is received.

  • Julie Wright commented  ·   ·  Report

    This is still an issue for me...Trying to get data out of the approval form into an automatic email. :-(

  • Isabel Eljaiek commented  ·   ·  Report

    It's crazy that this one hasn't been implemented! Please allow us additional merge fields so we can use the system as intended- to communicate with our applicants.

  • Rebecca Wardle commented  ·   ·  Report

    Merge fields from the Approval and Installment are needed to generate our grant nofication email when I sync grants over from CSuite to GLM.

  • Peggy Kennedy commented  ·   ·  Report

    I would like to see this implemented too. We have a program area question on our application that I would like to be able to put on an email template.

  • James Patterson commented  ·   ·  Report

    It would be great if we could add merge fields into an email template from forms in your process much as we can in the merge documents. There is grant/donor-specific information that would help them identify the grant and reinforce the donor who made the gift.

  • Christopher Fipps commented  ·   ·  Report

    Yes, very much agree with this idea. It would be very helpful to have merge fields available from any forms that are attached to the request. We have fields on our decision form that we would also like to merge in to email notifications.

  • Rebecca Wardle commented  ·   ·  Report

    Custom merge fields for email templates: If possible, it would be great to customize which merge fields are able to be pulled into email templates (have more options than what is currently available).

    For example: I have a "special conditions" question in my Approval Form and Follow Up Form, that gives instructions for how a grant is to be used. I cannot have that "special conditions" questions used in an email template since it is not one of the merge fields available.

  • Julie Wright commented  ·   ·  Report

    This is so frustrating. Because it should work. Why can the system only locate the merge fields that are "available" if it has the mergefield code?

  • Travis Trevino commented  ·   ·  Report

    I was just going to request this. This is something our board would love to see.

  • Priti Mehta commented  ·   ·  Report

    It would be helpful if we could add an award/decline decision date to email merge template fields.

  • Jessica Otjen commented  ·   ·  Report

    Add "Grant Amount Requested" as a merge field for email templates.