You can set up custom templates in Engage Settings to automatically generate usernames and email addresses for users synced through SnapSync integrations. This helps ensure consistency and can save time for administrators managing user imports from external systems. 

 

Steps to Configure User Field Templates

  1. Go to Engage Settings
  2. Locate the Templates Section
    Find the section for auto-generated user field templates.
    Admin page for configuring username and email templates with token examples and a Save button.
  3. Set a Username Template
    Enter your desired format in the Username Template field.
    • Supported tokens:
      • {user.firstname}: The user's first name
      • {user.lastname}: The user's last name
      • {customer.domain}: Your institution or customer domain
    • Example: {user.firstname}{user.lastname}@{customer.domain}

      Result: johnsmith@school.example.com
  4. Set an Email Template
    Enter your format in the Email Template field using the same tokens.
    • Example: {user.firstname}.{user.lastname}@{customer.domain}

      Result: john.smith@school.example.com
  5. Save Changes
    Save your settings to apply the template to future users created via SnapSync.

Tips

  • Leave a template field blank to use the default system-generated value.
  • Use the Insert Token action to easily add tokens to your template at the cursor position.

Supported Tokens Reference

TokenDescriptionExample Value
{user.firstname}User's first namejohn
{user.lastname}User's last namesmith
{customer.domain}Customer or school domainschool.example.com

Example Configurations

TemplateResult
{user.firstname}{user.lastname}johnsmith
{user.firstname}.{user.lastname}@{customer.domain}john.smith@school.example.com
{user.lastname}@{customer.domain}smith@school.example.com


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