Alumni Wizard - Creating Student Household

The Alumni Wizard uses a combination of already existing data along with user input to determine what to populate the Alum Student Households with.

Note: Following fields are copied from the original parent household:
- Physical Address Fields: Address Line 1, Address Line 2, Address Line 3, State, City, County, and Country.
- Student Fields: Gender, First Name, Last Name, Preferred Name, Middle Name, Suffix, Birthdate, Phone1, and Email1.

To configure the rest of the fields:

Biographical fields:
a. In the first column, select the merge field.
b. The system places the selected merge field in the corresponding biographical field in the second column
Education fields - specify the desired values. Note: select School Info to copy to allow the system to copy the selected school info into the graduation fields. Note: School Type determines whether to populate elementary, middle, or high education sections of the new household.

Schedule Demo

Please, make sure that all required fields (marked with *) are completed.

School Name *

Relation to School *

select

Last Name *

Your First Name *

Your Email *

Your Phone # *