If an email template was set up in System Manager, the message body contains snippets of text surrounded by hashtags and curly brackets:
#{TITLE}# | #{FULLNAME}# | #{EMAIL}# etc.
These snippets are referred to as merge tags in the system.
Merge tags personalize the emails you send out to your recipients: the system automatically replaces the merge tags with the corresponding unique data of your recipient once they receive your message.
To apply merge tags, set them up and save them in the default email templates in Emails — find out more here.
Field merge tags are used when composing the following emails:
Use all the listed field merge tags as follows: #{INSERT FORMULA HERE}#
Activity-related emails
'FIRSTNAME' (the first name of the learner)
'FULLNAME' (the full name of the learner)
'SORTNAME' (the name of the learner in "last name, first name" format)
'TO' (the name of the learner in "full name <email address>" format)
'EMAIL' (the email address of the learner)
'SUBJ' (the subject of the email set in the Subject field)
'TITLE' (the title of the Activity)
'DESCR' (the Public Notes for the Activity set in the Activity Manager)
'SDATE' (the start date of the Activity)
'EDATE' (the end date of the Activity)
'EVENT_URL' (the URL /web address/ for personalized access to the Case Selection page of the Activity)
'REPORTS_URL' (the URL /web address/ for personalized access to the reports of the Activity which were selected as available)
'VIDEO_URL' (the URL /web address/ for personalized access to the Video Review page)
'SELF_EVAL_URL' (the URL /web address/ for personalized access to the Video Review Data Entry)
Learn more on the Activity Manager and Activity - How to pages.
SP availability emails
'FIRSTNAME' (the first name of the SP)
'FULLNAME' (the full name of the SP)
'SORTNAME' (the name of the SP in "last name, first name" format)
'EMAIL' (the email address of the SP)
'TITLE' (the title of the Activity)
'DESCR' (the Public Notes for the Activity set in the Activity Manager)
'SDATE' (the start date of the Activity)
'EDATE' (the end date of the Activity)
'DEADLINE' (the deadline for SPs to indicate their availability)
'DAYS' (the number of days before the start date of the Activity before which SPs should indicate their availability)
'REQURL' (the URL /web address/ for personalized access to the Date Availability page where SPs can indicate their availability)
SP notification emails
'FIRSTNAME' (the first name of the SP)
'FULLNAME' (the full name of the SP)
'SORTNAME' (the name of the SP in "last name, first name" format)
'EMAIL' (the email address of the SP)
'TITLE' (the title of the Activity)
'DESCR' (the Public Notes for the Activity set in the Activity Manager)
'SDATE' (the start date of the Activity)
'EDATE' (the end date of the Activity)
'Case_PATIENT' (displaying the Case Identifier)
'Case_SYMPTOM' (displaying the Presenting Complaint the SP is assigned to)
'ASSIGNED' (the date and time of the event(s) the SP is assigned to)
Learn more on the Advanced Scheduling and Advanced Scheduling - How to pages. See How to Assign SPs to Scheduled Events.
Learner date request emails
'FIRSTNAME' (the first name of the learner)
'FULLNAME' (the full name of the learner)
'SORTNAME' (the name of the learner in "last name, first name" format)
'EMAIL' (the email address of the learner)
'TITLE' (the title of the Activity)
'DESCR' (the Public Notes for the Activity set in the Activity Manager)
'SDATE' (the start date of the Activity)
'EDATE' (the end date of the Activity)
'SESSION_DATES' (all events available)
'DEADLINE' (the deadline for learners to indicate their date requests)
'DAYS' (the number of days before the start date of the Activity before which learners should indicate their date request)
'REQURL' (the URL /web address/ for personalized access to the Date Request page where learners can indicate their date request)
Learner notification emails
'FIRSTNAME' (the first name of the learner)
'FULLNAME' (the full name of the learner)
'SORTNAME' (the name of the learner in "last name, first name" format)
'EMAIL' (the email address of the learner)
'TITLE' (the title of the Activity)
'DESCR' (the Public Notes for the Activity set in the Activity Manager)
'SDATE' (the start date of the Activity)
'EDATE' (the end date of the Activity)
'DATE' (the date of the round the learner is assigned to)
'WDAY' (the day of the event the learner is assigned to)
'BEG' (the start time of the round the learner is assigned to)
'END' (the end time of the round the learner is assigned to )
'EVENT_URL' (the URL /web address/ for personalized access to the Case Selection page of the Activity)
Learn more on the Advanced Scheduling and Advanced Scheduling - How to pages. See How to Assign Learners to Scheduled Events
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