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Communication Templates in onBoard

Admissions managers and staff can create letter 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.

Platform managers determine which users have the access to create user and master templates. Refer to Template Access.

To create a letter template:

  1. From the persona menu, select onBoard.

  2. Select Communication , select Mail Merge, and then select Communication Templates.

  3. For Application, select Admissions and then select View.

  4. Select Add Letter.

  5. Use the following options to create the template:

    1. Description - Enter a name for the template (e.g. Decision Letter).

    2. Master Template - Select this option if other admissions managers and staff should be able to use this template when they create mail merges.

    3. Inactive - Select this option if the template should no longer be used.

    4. School Logo - Select this option if the school logo should display in the template.

    5. School Watermark - Select this option if the school watermark should display in the template.

    6. Constituent Information Placeholders - These are all of the placeholders that can be included in the letter. Selecting a placeholder will automatically insert it into the body of the letter.

    7. Admissions Information Placeholders - These are all of the placeholders that can be included in the letter. Selecting a placeholder will automatically insert it into the body of the letter.

      Note: Candidates may be associated with multiple interviews, tests, and visits. When you use one of these placeholders, onBoard inserts a single instance. If all instances are in the future, the soonest one is used. If an instance is the past and another is in the future, the future one is used. If all instances are in the past, the most recent one is used.

    8. Enter the body of the letter.

  6. Select Save & Exit.