Create a letter template for letters that are commonly sent to applicant contacts. Merge fields can be added to your letter templates that automatically populate with applicant data when letters are sent. This speeds up letter creation.
To add a new letter template to use in iSAMS, follow the steps below:
- In the Admissions module, select the Applicant tab.
- Select the Templates function:
- Select the My Letter Templates tab.
- Click Create Letter Template.
The Letter Preview window is displayed:
- Enter a clear and concise Letter Name. The nature of the letter must be clear as this is listed when you select a letter to send.
- Select a Letter Category:
- 'Shared Letter Templates'. These can be selected by any user with access to applicant records.
- 'My Letter Templates'. These are solely for your own use. This is useful for communication which you want to control, such as offer letters.
- Select who to Send Letter To:
- Parents/Contacts. Letters can be sent to any applicant contact who has the Mail Options of All Merges or Correspondence selected in Student Contacts.
- School. Letters can be sent to a pupil's previous or current school.
- Select whether the letter is related to the Parent Portal or not. Parent Portal letters are sent to parents to help them activate their portal accounts.
- Write the body of your letter in the free text box:
- Add merge fields using the drop down lists available, where required. Some fields are already entered for you.
- Use the standard toolbar to format your letter, as required. You do not need to add header and footer information here.
- Click Save Letter.
You are prompted Are you sure you want to save this letter? - Click OK.
A preview of your letter is displayed:
- Choose to either:
- Print Letter to keep a hard copy on file.
or - Edit Letter to return to the Letter Preview window and amend the letter.
or - Close Window. Your letter is listed and is ready to use.
- Print Letter to keep a hard copy on file.