Address

The Address token inserts a part of a patron’s defined address. To construct a full mailing address, a user will need to use the Address token multiple times to add each part of the patron’s address.

1.  Select Address from the Token drop-down menu.

2.  Select an Address Type from the Address drop-down menu.

3.  Select a part of the address from the Address Field drop-down menu. The following Address Fields are available:

•     Name

•     Line 1

•     Line 2

•     City

•     State/Province

•     Country

•     Postal/Zip Code

•     Phone Number

•     Phone Extension

Application

The Application token inserts information about a selected application.

1.  Select an application from the Application drop-down menu.

2.  Select a part of the address from the Application Field drop-down menu. The following Application Fields are available:

•     Application Name

•     Submit Date – Select a date format.

•     Accepted Date – Select a date format.

•     Canceled Date – Select a date format.

•     Canceled Reason

Assignment

The Assignment token inserts information about a patron’s assignment on a defined date.

1.  Select Assignment from the Token drop-down menu.

2.  Select a date from the Assignment Date drop-down menu. By default, the current date will be displayed.

Alternatively, to use the date the Communication message is sent, check Use Run Date.

Attribute

The Attribute token inserts information about a patron’s attribute on a defined date.

1.  Select Attribute from the Token drop-down menu.

2.  Select the Attribute from the Attribute drop-down menu.

For a Date Attribute, select a date format.

3.  Select a date from the Attribute Date drop-down menu. By default, the current date will be displayed.

Alternatively, to use the date the Communication message is sent, check Use Run Date.

Birth Date

The Birth Date token inserts the patron’s birth date. Select a date format.

Cell Phone

The Cell Phone token inserts the patron’s cell phone number.

Current Date

The Current Date token inserts the current date. Select a date format.

Email

The Email token inserts the patron’s email address.

First Name

The First Name token inserts the patron’s first name.

Gender

The Gender token inserts the patron’s gender.

Last Name

The Last Name token inserts the patron’s last name.

Patron ID

The Patron ID token inserts the patron’s ID number.

Preferred First Name

The Preferred First Name token inserts the patron’s preferred first name.

Roommate

The Roommate token inserts information about a patron’s assigned roommate.

1.  Select Roommate from the Token drop-down menu.

2.  Select a Term from the Term drop-down menu.

3.  Select or enter a date from the Roommate Date drop-down menu. Roommate information is based on the roommate assigned on this date. By default, the Start Date of the selected Term (step 2) will be used.

Alternatively, to use the date the Communication message is sent, check Use Run Date.

4.  Check any of the following Roommate Options to include roommate info in the message template:

•     Roommate Name

•     Roommate Address

•     Roommate Email

•     Roommate Phone

Suitemate

The Suitemate token inserts information about a patron’s assigned suitemate(s).

1.  Select Suitemate from the Token drop-down menu.

2.  Select a Term from the Term drop-down menu.

3.  Select or enter a date from the Suitemate Date drop-down menu. Suitemate information is based on the suitemate(s) assigned on this date. By default, the Start Date of the selected Term (step 2) will be used.

Alternatively, to use the date the Communication message is sent, check Use Run Date.

4.  Check any of the following Suitemate Options to include suitemate info in the message template:

•     Suitemate Name

•     Suitemate Address

•     Suitemate Email

•     Suitemate Phone

Term

The Attribute token inserts information about a term.

1.  Select Term from the Token drop-down menu.

2.  Select a Term from the Term drop-down menu.

3.  Select a Term detail from the Term Field drop-down menu. The following Term Fields are available:

•     Start Date – Select a date format.

•     End Date – Select a date format.

•     Name

Waiting List Offer

The Waiting List Offer token inserts information about a waiting list. Using the Waiting List Field options allows an Admin to send a waiting list offer message to a patron.

1.  Select Waiting List Offer from the Token drop-down menu.

2.  Select the Waiting List related to the offer from the Waiting List drop-down menu.

3.  Select a Waiting List detail from the Waiting List Field drop-down menu. The following Waiting List Fields are available:

•     Offer Assignment

•     Non-Assignment Offer

•     Offer Expiration Date/Time