Form and Event Communications Merge Fields

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Merge fields are used in form and event communications. Any form field that has an export key is available for merging. The standard merge fields are provided in the following list:

Standard merge field

Description

Form-Link

Adds a link to edit the registration

Form-Internal-Link

Adds a link to edit the registration administratively (use this link only if the recipient is a Slate user)

Form-Share-Link

Adds a link to the online event page in Slate. If the event is hosted through an external service, registrants are redirected to the external URL after visiting the online event page in Slate.

Form-Share-Recording-Link

Adds a link to the webinar recording.

Form-Mobile-Pass

Adds a QR code that is unique to each registration/registrant. The Slate Mobile application can scan this QR code and mark registrants as attended.

Form-Mobile-Checkin

Adds a link so registrants can self check-in. 

Form-Title

Event Title (Page Title)

Form-Date-Time

Date and time that the event begins (for example, Monday, March 16, 2024 at 11:00 AM)

Form-Date

Date that the event begins (for example, Monday, March 16, 2024)

Form-Time

Time that the event begins (for example, 11:00 AM)

Form-End-Date-Time

Date and time that the event ends (for example, Monday, March 16, 2024 at 1:00 PM)

Form-End-Date-Time

Date that the event ends (for example, Monday, March 16, 2024)

Form-End-Time

Time that the event ends (for example, 1:00 PM)

Form-Deadline

Deadline for registration/updates (for example, 3/15/2024)

Form-Location

Form-Street

Form-City

Form-Region

Form-Postal

Form-County

Event Location information entered on the Location tab

Form-Person-ID

GUID of the person record associated with the form response (can be used to send a pre-populated registration form for an additional event or to send a link to the person record to a Slate user)

Form-Payment

Link to pay for the event (applicable only if you charge an event registration fee)

Form-User-ID

Form-User-Name

Form-User-First

Form-User-Title

Form-User-Email

Form-User-Phone

Form-User-Mobile

Details about the Slate user that is associated with the form/event

Form-Submitted

Date the registration form was submitted (for example, Tuesday, February 24, 2024)

Form-Survey-Link

Generates a unique survey link for each registration. 

Form-Related-Events

Lists all related events selected on a form in chronological order. The merge field includes:

  • Folder, such as On-Campus Events / Open House Admissions Presentations

  • Summary, such as Admissions Presentation

  • Datetime, such as Friday, July 16, 2024 at 03:15 PM

Formatting Date / Time Merge Fields

When merging in/exporting date/time information such as "Form-Date" for an event mailing, it's possible to control both:

  • Which date and time information to show, and

  • How the date and time information is shown

For Mailings and Confirmation Pages

The date filter in Liquid markup can be used to modify how Slate displays date/times. There are several merge fields that automatically include the date filter and a predefined format, such as: "Form-Date-Time", "Form-Date", and "Form-Time".

Below are some examples of how the date filter works in Liquid markup:

Input

Merge Field

Result

"12/01/2023 08:01 PM"

{{Form-Date | date: 'MMMM d, yyyy'}}

December 1, 2023

"1/31/2024 09:30 AM"

{{Form-Date | date: 'h:mm tt'}}

9:30 AM

"2/15/2024 07:00 AM"

{{Form-Date | date: 'dddd, MMMM d'}} at {{Form-Date | date: 'h:mm tt'}}

Thursday, February 15 at 7:00 AM

Related Event Dates and Times

Slate will generate merge fields for related event selectors that have an export key, such as info_session. These merge fields will carry the export key of the corresponding related events selector, and there are two variations:

  • Simple, such as {{info_session}}

  • Advanced, such as {{info_session-data}}. Slate will suffix the merge field with -data

Simple Merge Field

The simple merge field, like {{info_session}}, will output the related event's date (in dddd, MMMM d format) and title. For instance, an info session occurring on 1/31/2024 09:30 AM would display as Wednesday, January 1: Info Session.

Advanced merge Field

The advanced merge field, such as {{info_session-data}}, will add the following to a mailing confirmation page:

{% for event in info_session-Data %}
{{event.datetime | date:"dddd, MMMM d \a\t h:mm tt"}}: {{event.summary}}
{% endfor %}

Please note the following merge fields to retain/remove/manipulate:

  • {{event.datetime}}

  • {{event.summary}}

Multiple Related Events

If you want to display all Related Events selected on a form in chronological order, you can use the {{Form-Related-Events}} merge field. This merge field can also be edited in a similar manner as discussed in the previous discussion.

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